Cullen Investment Group

Katelyn Dubuc is a financial advisor at Cullen Investment Group with 11 years of industry experience. She holds the Series 66 designation and has been with Cullen Investment Group since 2013. Cullen Investment Group is a team of six advisors managing about $795 million in discretionary client assets. The firm provides portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors, employing a fundamentally driven, value-oriented investment approach combined with a Bucket Approach to Retirement.

James Hammond is a financial advisor at Cullen Investment Group with a Series 65 designation and two years of industry experience. Prior to joining Cullen Investment Group in 2023, he worked at Billy's Boudin Production Inc. from 2021 to 2023 and held various roles at Louisiana Tech and Louisiana State University. Cullen Investment Group provides discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm uses a fundamentally driven, value-oriented investment approach and a Bucket Approach to Retirement, managing concentrated portfolios with low turnover tailored to client needs.

David Bordes is a financial advisor with Cullen Investment Group in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cullen Investment Group since 1986. Cullen Investment Group offers discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and a Bucket Approach to Retirement, managing approximately $795 million in discretionary client assets across about 545 client relationships.

Michael Doise is a financial advisor with Cullen Investment Group in Lafayette, LA. He holds the CFP® and CFA® designations and has six years of industry experience. His prior roles include positions at Robertson Capital, Slant Energy, Robertson Midstream, and RBC Capital Markets. Cullen Investment Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors with discretionary portfolio management, cash management, and 401(k) plan consulting. The firm employs a fundamentally driven, value-oriented investment approach and uses a Bucket Approach to Retirement, focusing on concentrated portfolios with low turnover and tailored investment programs.

Stephen Nickel is a CFP® with 25 years of industry experience, currently serving as an advisor at Cullen Investment Group since 2003. He also operates Stephen L. Nickel, APLC, a practice he has maintained since 2000. Cullen Investment Group manages approximately $795 million in discretionary client assets and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses tailored strategies including discretionary portfolio management, cash management, and 401(k) plan consulting.

Anne Gaiennie is a CFP® with 15 years of industry experience and has been self-employed since 2004. She is an advisor at Cullen Investment Group, a team of six advisors based in Broussard, LA. Cullen Investment Group provides discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses a Bucket Approach to Retirement to build concentrated portfolios with low turnover.