Marty DeRouen, CFP®, ChFC®, LUTCF®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Maria Simonet

Maria Simonet

Director of Administration
Office 337-437-7805

Maria began working on my team in 2013. Maria is our Marketing Director and head of our daily office administration. In addition, she oversees our investment operations, scheduling of appointments, and client service inquiries.

Maria is Life/Health licensed and has obtained a Series 6 securities registration in the state of Louisiana.

Maria is originally from California but resides in Lake Charles, LA. She enjoys helping others, spending time with her four nephews, devoting time to her church, and has a love for music.

 
 

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