
Client Services Representative
Antoine works closely with PJ and Cody to create thorough, personalized financial strategies for clients. With an eye for detail, he takes all the pieces of a client’s financial life and brings them together in a way that aligns with their big-picture goals. He thrives in the complex, and he enjoys creating plans that require multiple cohesive strategies to address trusts, taxes, estate plans, business succession, and all the other factors that influence a client’s financial outcomes. With an in-depth knowledge of investment strategies and insurance products and how each solution affects a client’s objectives, he is adept at creating integrated financial plans that help clients achieve their goals.
Antoine works closely with PJ and Cody to create thorough, personalized financial strategies for clients. With an eye for detail, he takes all the pieces of a client’s financial life and brings them together in a way that aligns with their big-picture goals. He thrives in the complex, and he enjoys creating plans that require multiple cohesive strategies to address trusts, taxes, estate plans, business succession, and all the other factors that influence a client’s financial outcomes. With an in-depth knowledge of investment strategies and insurance products and how each solution affects a client’s objectives, he is adept at creating integrated financial plans that help clients achieve their goals.
Antoine has long been fascinated by finance and economic theory, and he studied economics at both Rice University in Houston and Tulane in New Orleans. He graduated with two bachelors’ degrees, and he holds his Series 7, Series 63, Series 65, Life & Health licenses.
Series 6
Series 7
Series 63
Life and Health
Neighborhood Homeowners’ Association – Treasurer
Antoine’s family emigrated from France in the 1750s and has been in New Orleans ever since. After 10 years living and working in the French Quarter, Antoine met Rachel (his wife) during a Mardi Gras parade on Royal Street. It was, in Antoine’s words, “love at first sight,” and they married in 2016. Today, they live in the heart of New Orleans, and they have three young children—Jean Luc, Nikolai, and Apolline.
As the father of three little ones, Antoine spends most of his spare time with his family. When he and Rachel have a date night, they enjoy attending concerts and eating out in the city. One day, Antoine hopes to get a sailboat and sail along the Mississippi. Until then, he’ll be honing his Rubik’s cube skills (he can solve one in 20 seconds!).
As our Client Services Representative, Antoine helps client with existing coverage changes, utilizing his problem solving skills in following up to be certain everything is completed as requested. Antoine handles incoming calls and contacts clients to schedule review meetings with PJ and Cody. Antoine believes in the power of exceptional customer service. He helps to seamlessly bridge the gap between digital communication and personal connection. For Antoine, every phone call is an opportunity to personalize our services to the needs of our clients. He thrives in providing consistent and comprehensive care through the entirety of our clients' service requests. He values journey from initiation to completion, ensuring every step is transparent and satisfactory for our clients.
Antoine has long been fascinated by finance and economic theory, and he studied economics at both Rice University in Houston and Tulane in New Orleans. He graduated with two bachelors’ degrees, and he holds his Series 7, Series 63, Series 65, Life & Health licenses.
Series 6
Series 7
Series 63
Life and Health
Neighborhood Homeowners’ Association – Treasurer
Antoine’s family emigrated from France in the 1750s and has been in New Orleans ever since. After 10 years living and working in the French Quarter, Antoine met Rachel (his wife) during a Mardi Gras parade on Royal Street. It was, in Antoine’s words, “love at first sight,” and they married in 2016. Today, they live in the heart of New Orleans, and they have three young children—Jean Luc, Nikolai, and Apolline.
As the father of three little ones, Antoine spends most of his spare time with his family. When he and Rachel have a date night, they enjoy attending concerts and eating out in the city. One day, Antoine hopes to get a sailboat and sail along the Mississippi. Until then, he’ll be honing his Rubik’s cube skills (he can solve one in 20 seconds!).

We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.
634 Village Lane North, Suite 201
Mandeville, LA 70471