Meet the Team
At the heart of our firm is a team of dedicated professionals who share one mission: to provide clarity, confidence, and exceptional care in every step of your financial journey. Each member of our team brings unique experience, a commitment to service, and a genuine passion for helping clients feel supported and empowered. Together, we combine expertise with a personal touch. So whether you’re planning for retirement, navigating important decisions, or simply seeking guidance, you’ll always have a trusted team in your corner.
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Rene Broussard
Investment Fiduciary
I'm an Accredited Investment Fiduciary who helps Business Owners and high net worth individuals reduce their taxes and increase their net incomes without taking on more risk through advanced tax reduction and planning strategies.
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Stony Burks
Financial Professional
Stony Burks is a retirement planning specialist who helps clients create clear, tax-efficient plans for their future.
Licensed in Life & Health, he focuses on FERS, TSP, Social Security timing, and fixed indexed annuities—turning complicated rules into straightforward strategies that protect income and reduce long-term tax risk.
His approach is direct, numbers-driven, and built to eliminate guesswork. Stony works with federal employees, executives, and high-income households through private Zoom meetings to build retirement plans that hold up under scrutiny.
Anthony Garza
Client Relations Specialist
I’m a Client Relations Specialist who’s passionate about creating positive experiences and building meaningful connections. I strive to make every interaction friendly, efficient, and supportive, ensuring clients feel valued and well taken care of. Whether I’m answering questions, coordinating appointments, or helping guide clients through their next steps, my goal is to provide exceptional service and make the process as smooth as possible.