OUR MISSION
Establish, Manage, and Protect Your Financial Plan

WHY FEE BASED
Financial Guidance

WE ARE
Local, Experienced, and Trusted

MEET OUR FINANCIAL PLANNING TEAM

DEAN S. MAILHES, CFA

  • President
  • Chartered Financial Analyst® charterholder
  • Certified Retirement Plan Specialist
  • B.S. (Business) - Louisiana State University

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M. VAUGHN ANTLEY, CFP®

  • CERTIFIED FINANCIAL PLANNER™
  • M.B.A. - University of Louisiana at Monroe
  • B.A. - University of Louisiana at Monroe

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JUSTIN MAILHES, CFP®

  • CERTIFIED FINANCIAL PLANNER™
  • B.B.A. (Finance) - University of Louisiana at Monroe

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TREY CURTIS, CFP®

  • CERTIFIED FINANCIAL PLANNER™, CFP ®
  • Chartered Life Underwriter ®, CLU ®
  • Chartered Financial Consultant ®, CHFC ®
  • B.S. (Accounting), Louisiana Tech University

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