INVESTING IN YOU, YOUR DREAMS 

AND YOUR COMMUNITY....FORWARD

Intentional Advice. Dedicated Partners.

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next chapter...FORWARD

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Tim Andreas

Tim Andreas,

AIF®

President/CEO

Investment Officer, RJFS

Don Clements

Don Clements

CFP® RICP®, CRPC®

Certified Financial Planner™ Professional 

Chad Babin

Chad Babin

Investment Account Executive

Nikki Bailey-Duhon

Nikki Bailey-Duhon

Registered Client Relationship Concierge

Alex Castille

Alex Castille

Director of Client Services

Lauren Biven

Lauren Biven

Marketing and Graphics Director

Meet the team that takes you...FORWARD

Tammy Andreas

Tammy Andreas

Office Administrator/Marketing 

Susannah Todd

Susannah Todd

Director of Special Events

Emilee Whitaker

Emilee Whitaker

Operations Intern

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One Lakeshore Drive, Suite 1100 // Lake Charles, LA 70629 // Phone: 337.419.1855 // Fax: 337.419.1854 // Toll Free: 1.877.781.0088 // Houston 713.300.1608

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