Kelly Killough, CFP®

First Vice President - Financial Advisor, Consulting Group


Yona Reaux

Senior Registered Client Associate


Who we are

We are investment professionals with combined experience of over 30 years who share a desire to deliver the highest caliber service. We constantly focus on starting each day with a proactive attitude, committed to what’s in your best interest, constantly look for ways to improve our service and investment performance, be quick to respond to questions and concerns, keep you educated through seminars, newsletters and regular account reviews.