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
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
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
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.
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.
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.
The National Association of Plan Advisors is a non-profit professional society. NAPA, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. It is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
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.