Meet the Team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Sales Execution Team Keven Biggs

Keven Biggs

Sales Execution Team

Photo of Operations Daniel Mathies Moise

Daniel Mathies Moise

Operations

Photo of Marketing Associate Jenna Arden Pellegrin

Jenna Arden Pellegrin

MBA

Marketing Associate

Network of Specialists

Tyler has the privilege of being able to occasionally partner with his brother, Bryant, who also works to impact the financial lives of those around him. Tyler and Bryant often work together to provide the best possible service to their clients.

Photo of Financial Advisor Bryant C Boudreaux

Bryant C Boudreaux

CFP®, RICP®

Financial Advisor

As you can tell by my last name, I was born and raised near the bayous in New Orleans, LA & I'm a proud graduate of LSU with a degree in International Trade & Finance. I aim to provide the best service possible while truly helping my clients create a vision & a unique strategy for how to achieve that vision. I specialize in working with medical professionals and young professionals & families.