Who’s Taking Care of Your Money?

Meet Our Team of highly credentialed, experienced Retirement Financial Advisors…We are Your Retirement Financial Advisors in New Orleans and Southeast Louisiana

Our firm’s team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) currently manages over $200 million of individual client and 401k plan portfolio assets.

 

Each member of our professional team collectively contributes their expertise, in-depth knowledge, and skills for your personal, individualized benefit.

 

Our Retirement Advisory Team approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.

 

 

 

 

Todd C. Tillery, CFA, AIF

Portfolio Manager and Co-Owner

 

Todd parlays a patient, conservative investment strategy and a love of reading into an ability to examine stacks of news and research in pursuit of the best investment opportunities for our clients … Read More

 

 

Keith L. Deane, CFP, CRC, AIF

Retirement Specialist and Co-Owner

 

Having worked in the Wealth Management and Investment Advisory industries for two decades, Keith is an expert in the areas of Wealth Accumulation, Retirement Income Planning, and Investment Management… Read More

 

 

Janet S. Hyver

Client Coordinator

 

Janet’s 48 years of experience in the investment industry, the majority of which are devoted exclusively to serving near retirees and retirees, was put to the acid test and brought close to home when … Read More

 

 

Michael T. Yest, Ph.D of Finance, CFA

Performance Reporting Consultant

 

Myke is an educator at heart. Whether he’s analyzing our clients’ portfolio performance data, or helping a class of undergraduates or graduate students at Tulane’s … Read More

 

 

Donna D. Thompson

Technical Liaison

 

After seventeen years in the New Orleans Carnival industry, meeting with Mardi Gras clients and vendors, Donna assumed the position of technical liaison with our firm. She’s the friendly, caring voice … Read More

 

 

 

 

 

 

 

Our Team’s Accreditations and Affiliations

 

Keith Deane is a NAPFA-Registered Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

 

 

Keith Deane is a CERTIFIED FINANCIAL PLANNER

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. CFP® professionals must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

 

 

Keith Deane and Todd Tillery are Accredited Investment Fiduciaries

Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

 

 

 

Keith Deane is a member of The Financial Planning Association

FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete discourse when serving clients.