Who’s Taking Care of Your Money?
Meet Our Team of highly credentialed, experienced Retirement Financial Advisors…We are Your Retirement Financial Advisors in New Orleans and Southeast Louisiana.
Our firm’s team of Certified Financial Planners® (CFP®) and Chartered Financial Analysts® (CFA®) currently manages over $250 million of individual client and 401k plan portfolio assets.
Each member of our professional team collectively contributes their expertise, in-depth knowledge, and skills for your personal, individualized benefit.
Our Retirement Advisory Team approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.
Todd C. Tillery, CFA®, AIF®
Portfolio Manager and Co-Managing Director
Todd parlays a patient, conservative investment strategy and a love of reading into an ability to examine stacks of news and research in pursuit of the best investment opportunities for our clients. As a dedicated life-long learner, he is always seeking to expand his knowledge of economics and finance to stay ahead of constantly changing market conditions.
Keith L. Deane, CFP®, CRC®, AIF®
Retirement Specialist and Co-Managing Director
Having worked in the Wealth Management and Investment Advisory industries for two decades, Keith is an expert in the areas of Wealth Accumulation, Retirement Income Planning, and Investment Management. He works with individuals, families, retirees, and small businesses to implement tailored financial planning strategies.
Donna D. Thompson
Client Services
Donna joined the firm in 2009 as a technical liaison. In her current role, Donna serves as a point of contact for clients. She guides new clients through the on-boarding process and manages service requests and ongoing account maintenance for existing clients. She is committed to delivering a high level of responsiveness, professionalism, and care in every interaction.
Katie Kuchler
Accountant and Client Services
Katie Kuchler earned her Bachelor of Science in Accounting from the University of New Orleans. She brings more than 25 years of experience in public accounting, with extensive expertise in tax compliance and planning for individuals, business entities, and estates.
Michael T. Yest, Ph.D of Finance, CFA®
Performance Reporting Consultant
Myke is an educator at heart. Whether he’s analyzing our clients’ portfolio performance data, or helping a class of undergraduates or graduate students at Tulane’s A.B. Freeman School of Business learn the most up-to-date financial concepts, he loves the world of finance.
Our Team’s Accreditations and Affiliations
Keith Deane is a Certified Financial Planner®
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. CFP® professionals must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Todd Tillery and Michael Yest are Chartered Financial Analysts®
The CFA® Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. As CFA® Charterholders, we are held to a standard of loyalty, prudence, and care in all our interactions with our clients and must act for the benefit of our clients and place our clients’ interests above our own. We are bound to comply with any legally required fiduciary duty.
Keith Deane is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Keith Deane and Todd Tillery are Accredited Investment Fiduciaries®
Advisors who have earned the Accredited Investment Fiduciary® designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF® designation.
Keith Deane is a member of Fee-Only Network®
Fee-only financial advisors® are small business owners, shareholders, and employees compensated for their time and expertise in comprehensive financial planning and investment management. They are not representatives of brokerage firms or insurance companies and never make commission or kickbacks. Fee-only advisors® work only for you under a crystal-clear fee structure and fiduciary oath.
Keith Deane is an active member of The Financial Planning Association®
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete discourse when serving clients.
Better Business Bureau®
For almost 30 years, our firm has maintained an A+ rating from the Better Business Bureau® of Greater New Orleans.
New Orleans Chamber®
We are a member of the New Orleans Chamber® of Commerce.