Stokes Family Office LLC

Daniel Becker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stokes Family Office LLC. His prior roles include positions at Strata Wealth Advisors, Mutual Securities, Lincoln Financial Advisors Corporation, and Red Oak Financial Group. He also operates as an independent insurance agent in Dallas, TX. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach and utilizes third-party model portfolios and analytics, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

Rachael Richard is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Stokes Family Office LLC, where she has worked since 2019, including prior roles at Stokes Asset Management and JPMorgan entities. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans with wealth management, family office services, and retirement plan consulting. The firm uses a long-term, asset-allocation-driven investment approach, incorporating model portfolios, third-party managers, and private placements, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

David Stokes is a CFP® credentialed financial advisor with 42 years of industry experience. He is principal at Stokes Family Office LLC and has held leadership roles at firms including Purshe Kaplan Sterling Investments and Stokes & Hubbell Capital Management. Outside of his advisory work, he is involved in private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior executives, closely held business owners, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation driven investment approach utilizing mutual funds, ETFs, separate account managers, and private placements, managing approximately $2.475 billion in discretionary assets as of year-end 2024.

George Calhoun is a financial advisor at Stokes Family Office LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cbiz and Stinnett & Associates. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach and manages client portfolios on a discretionary basis, including advising on private placements for qualified investors.

Frederick Rau is a financial advisor at Stokes Family Office LLC with five years of industry experience. He holds a Series 65 designation and previously worked for LPL Financial LLC for nine years. His earlier career includes experience at Prescriptions to Geaux and Louisiana State University. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm manages client portfolios on a discretionary basis and advises on private placements, utilizing a long-term, asset-allocation driven investment approach with access to third-party models and curated alternative-investment platforms.

Charles Tiblier II is a CFP® professional with seven years of industry experience, currently serving at Stokes Family Office LLC. His prior roles include positions at Hancock Whitney Bank and Hancock Whitney Investment Services, as well as involvement with Finra. He is also the COO of Stokes Insurance, LLC. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans by providing wealth management, family office services, and retirement plan consulting. The firm manages discretionary portfolios employing a long-term, asset-allocation driven approach that includes mutual funds, ETFs, separate account managers, and private placements.

Devin Brieske is a CFP® professional with six years at Stokes Family Office and three years of industry experience. Prior to joining Stokes Family Office, he worked at Marriott Vacation Club and Chem-Rez. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation driven investment approach, utilizing mutual funds, ETFs, separate account managers, and private placements, supported by third-party model portfolios and analytics.

Hannah Tucker is a CFP® with three years of industry experience, currently serving as a financial advisor at Stokes Family Office LLC. Prior to joining Stokes, she worked at Montz Harcus Wealth Management for three years and has held roles at BKD CPAs & Advisors and Hazelnut Boutique. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation-driven investment approach, utilizing mutual funds, ETFs, separate account managers, and private placements, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

Patrick Mckay is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Stokes Family Office LLC, where he has worked since 2020, following a nine-year tenure at Ladenburg Thalmann & Co. Inc. and three years at Stokes Asset Management, LLC. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm employs a long-term, asset-allocation driven investment approach utilizing mutual funds, ETFs, separate account managers, and private placements, managing approximately $2.475 billion in discretionary assets as of December 31, 2024.

Gregory Stokes is a CFP® with 13 years of experience in the financial industry. He is currently with Stokes Family Office LLC in New Orleans, LA, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stokes and Hubbell Capital Management LLC. Outside of his advisory work, he is involved in private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, offering wealth management, family office services, and retirement plan consulting. The firm manages discretionary client portfolios using a long-term, asset-allocation approach and incorporates mutual funds, ETFs, separate account managers, and private placements.

Douglas Stokes is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is the principal of Stokes Family Office LLC in New Orleans, where he has worked since 2019. His prior experience includes roles at Stokes & Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he manages private investment holdings through Dave Greg Doug, L.L.C. Stokes Family Office serves high-net-worth individuals, families, senior corporate executives, owners of closely held businesses, and institutional retirement plans, providing wealth management, family office services, and retirement plan consulting. The firm manages client portfolios on a discretionary basis and advises on private placements, using a long-term, asset-allocation driven investment approach supported by third-party model portfolios and portfolio analytics.