How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our team approach adds perspective.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Rick Danielson
Founding Partner, Wealth Manager
Rick Danielson grew up in St. Tammany Parish and graduated from Mandeville High School in 1988. After finishing graduate school, Rick was commissioned in the United States Air Force, serving our country for over nine years...
Doug Tate, ADPA®, CLU®, CRPC®, CHFC®
Founding Partner, Wealth Manager
Doug Tate was born and raised in Texas. He attended Jesuit College Preparatory in Dallas and then attended Louisiana State University where he earned a BA in Mass Communications and a MBA with a concentration in international...
Michelle Holmes
Senior Client Associate
Michelle has served clients in a variety of industries for more than 20 years. Her financial world experience began at Northern Trust Bank in Chicago where she advanced to Private Banker and served on a Wealth Management Team. After...