Insight-based advice

Observatory on mountain top

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas-Thurmond

    Thomas Thurmond

    Senior Vice President–Wealth Management

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    • AL
    • CA
    • CO
    • FL
    • GA
    • IA
    • KY
    • LA
    • MN
    • MS
    • NV
    • TN
    • TX
    • VA
    • WA
    • WI

    Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.

        • Senior Portfolio Manager
        909 Poydras Street
        Suite 2900
        New Orleans, LA 70112
        Thomas Thurmond
        909 Poydras Street,New Orleans,LA,70112
      • Colleen-Kirkpatrick

        Colleen Kirkpatrick

        Senior Client Associate

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        • LA

        Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993 as a Sales Assistant. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while juggling any multitude of service issues. As our team's office manager, Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.

          • Louisiana Tech University, B.A. in Business Administration specializing in Finance
            909 Poydras Street
            Suite 2900
            New Orleans, LA 70112
            Colleen Kirkpatrick
            909 Poydras Street,New Orleans,LA,70112

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          UBS and Credit Suisse—stronger than ever

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

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