Pam has worked in the financial services industry since 1995 and has been a long time believer in Dave Ramsey principle's for life.  Her interests include running, swimming, skiing, reading, travelling, gardening, painting, scrap booking, and sprint triathlons. Other interests include the West Feliciana Animal Humane Society, Susan Komen Race for the Cure and the Krewe de Canines dog parade fund raiser.

Joe enjoys complex mathematical and analytical tasks.  After many years in design engineering, he's found the greatest reward as a financial analyst.  Having completed the Wharton Executive Program, he strives to utilize his analytical skills to help others attain a path to their goals.  Joe enjoys home improvement projects, running, kayaking, skiing, astronomy, mini-triathalons and travelling the world.

Dawn is a graduate of the Dale Carnegie program and Dave Ramsey's Financial Peace.  She is passionate about service over self.  Dawn is a leader in her church youth ministry, volunteers for mission trips and mentors young people.  She loves to read, sew and spend time at the beach and to relax she has been known to rappel down buildings, zip line through mountain ranges and white water raft.  [Don't let the pearls fool you!]

Brittni is our newest team member. She comes to us with experience in the financial services industry and has extensive customer service experience in a variety of industries. She enjoys reading and is a huge Harry Potter fan. Brittni is a long-time resident of St Francisville. She enjoys cooking, coaching gymnastics, and laying on the beach - any beach!

Hi. I’m Frankie the official mascot for our investment program. I know I look like a pretty boy, movie star, big bucks pedigree acquisition, however I come from humble beginnings. I was saved by the West Feliciana Animal Humane Society and now I work full time as a comfort cat to help the team through challenging markets. If you would like to help some of my buds at the animal shelter go to: wfahs.org

Full Service Financial Planning Investment Services

Our TEAM

Dawn Biggs - Client Services Associate