Joseph Montz

Raymond Davis is a CFP® professional with 23 years of experience in the financial services industry. He has been with Stability Financial, LLC since 2013 and holds Series 63 and Series 65 licenses. Stability Financial serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a goals-based investment process and manages client accounts using a variety of investment vehicles, combining fundamental and technical analysis.

Marigny De Mauriac is a financial advisor with deMauriac LLC in New Orleans, LA, holding a Series 66 license and 12 years of industry experience. Prior to founding deMauriac LLC in 2019, she worked at Edward Jones and Prudential-affiliated firms. Outside of advising, she serves as CEO of AWM Insurance, is an author and illustrator, and leads ThinkCap, a platform supporting underrepresented entrepreneurs. deMauriac LLC manages approximately $40 million across more than 200 client relationships, providing portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory, utilizing a range of securities and insurance products, while also offering pension consulting and educational services.

I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.

Amy Winchester is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Winchester Capital Services, LLC. She has previously worked with LPL Financial LLC and Gulf Coast Bank & Trust Company. Outside of her advisory role, she organizes and presents Second Saturday Divorce Workshops in the New Orleans market area. Winchester Capital Services is an independent, single-advisor firm serving individuals, high-net-worth clients, and corporate entities. The firm provides portfolio management and financial planning using a blend of charting, fundamental, quantitative, and technical analysis, with most accounts managed on a non-discretionary basis and reviewed regularly.

Steven Adjmi is a financial advisor at GEM Street Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Union Capital Management Corp and Primary Residential Mortgage. Adjmi is also a licensed CPA and operates an accounting practice as a sole proprietor. GEM Street Capital Management provides discretionary portfolio management to individual and high-net-worth clients, using multiple analysis methods and a range of investment strategies. The firm emphasizes documented client goals, tax considerations, and risk tolerance, with accounts custodied through Schwab Institutional and monitored regularly.

Jamin Estep is the principal of Estep Capital Management, an independent advisory firm based in New Orleans, LA. He holds a Series 65 credential and has 10 years of industry experience. Prior to founding Estep Capital Management in 2015, he worked at Re/Max LLC for 14 years. Estep is also a licensed real estate broker. Estep Capital Management serves individual clients and small businesses, managing portfolios on a discretionary basis. The firm’s investment approach focuses on fundamental analysis and a buy-and-hold strategy to identify undervalued assets, with guidance tailored to clients’ objectives and risk tolerance.