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Meet the Team

Meet the Team

Our team will work closely with you to develop a strategy that gives you financial peace of mind.

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Products & Services

Products & Services

Our firm is based on our relationship with our clients. In doing so we have a unique list of services that have been crafted with you in mind.

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Contact Us

Contact Us

Your success is our success and we'll work with you at every step. We look forward to setting goals together.

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Travis Godley

Travis Godley

Founder, Financial Advisor

Lori  Cosse'

Lori Cosse'

Senior Administrator

Lauren  Frederick

Lauren Frederick

Customer Service Representative

John Mayeux

John Mayeux

Vice President, Financial Advisor

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