TruWealth Advisors, LLC

Eliza Simmons is a financial advisor at TruWealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at the University of Mobile and Eastern Shore Presbyterian Church. TruWealth Advisors serves individual and institutional clients by providing financial planning, investment management, retirement plan consulting, and insurance consulting. The firm employs a long-term, asset-allocation-driven investment approach and manages approximately $2.54 billion in assets for over 4,300 clients.

Jennifer Valteau is a financial advisor at TruWealth Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Valteau is also a licensed insurance agent, selling fixed insurance products. TruWealth Advisors serves individual and institutional clients, including trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers financial planning, investment management, retirement plan consulting, and insurance consulting, managing approximately $2.54 billion in assets with a focus on long-term, asset-allocation driven investment strategies.

Katy Hane is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with TruWealth Advisors, LLC and has previously worked at firms including Cetera Investment Advisers LLC, Schexnayder Wealth Advisors, and JP Morgan Securities LLC. Outside of her advisory role, she serves as a volunteer treasurer for a local homeowners association and is a member of an LLC managing rental properties, both on a volunteer basis. TruWealth Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a long-term, asset-allocation driven investment approach combining macroeconomic analysis with fundamental and technical research, managing portfolios primarily on a discretionary basis.

Charles Simmons is a CFP® and ChFC® with 34 years of industry experience. He has worked at TruWealth Advisors, LLC since 2020, following prior roles at Purshe Kaplan Sterling Investments and Ameriprise Financial Services. Simmons serves as president of the Vintage Condo Association and is a board member of Baptist Community Ministries. TruWealth Advisors serves individual and institutional clients, offering financial planning, investment management, retirement plan consulting, and insurance consulting. The firm employs a long-term, asset-allocation driven investment approach combining macroeconomic analysis with fundamental and technical research.

David Mire is a financial advisor at TruWealth Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Mire is also a licensed insurance agent selling fixed products for various insurance carriers. TruWealth Advisors serves individual and institutional clients, offering financial planning, investment management, retirement plan consulting, and insurance consulting. The firm’s investment approach combines macroeconomic analysis with fundamental and technical research to manage diversified portfolios on a discretionary basis.

Matthew Rodrigue is a financial advisor at TruWealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and IBERIA Capital Partners. Outside of his advisory role, he serves as a board member for the Drew Rodrigue Foundation, which organizes events to raise money for cancer research. TruWealth Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a long-term, asset-allocation driven investment approach combining macroeconomic analysis with fundamental and technical research to manage portfolios across multiple asset types.

Cory Faucheux is a financial advisor at TruWealth Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he owns and operates two marine-related businesses involved in equipment leasing and consulting. TruWealth Advisors serves individual and institutional clients, offering financial planning, investment management, retirement plan consulting, and insurance consulting. The firm employs a long-term, asset-allocation driven investment approach combining macroeconomic analysis with fundamental and technical research to manage portfolios primarily on a discretionary basis.

Erin Vasseur is a financial advisor with TruWealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 18 years and Purshe Kaplan Sterling Investments for 2 years. In addition to her advisory role, she is a licensed insurance agent selling fixed products for various insurance carriers. TruWealth Advisors serves individual and institutional clients, offering financial planning, investment management, retirement plan consulting, and insurance consulting with a long-term, asset-allocation driven approach that combines macroeconomic analysis and fundamental research.

Garrett Ulmer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at TruWealth Advisors, LLC. His prior experience includes positions at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Fresenius Medical Care. He is also a licensed insurance agent selling fixed insurance products. TruWealth Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a long-term, asset-allocation driven investment approach that combines macroeconomic analysis with fundamental and technical research to construct diversified portfolios.

Jackson Young is a financial advisor at TruWealth Advisors, LLC in Metairie, LA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Power Mortgage, Inc. and First American Bank. TruWealth Advisors serves individual and institutional clients by providing financial planning, investment management, retirement plan consulting, and insurance consulting. The firm employs a long-term, asset-allocation-driven investment approach that integrates macroeconomic analysis with fundamental and technical research.

William Wall is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with TruWealth Advisors, LLC, where he has worked since 2020, following prior roles at Purshe Kaplan Sterling Investments and Ameriprise Financial Services. Wall is also a licensed insurance agent selling fixed insurance products. TruWealth Advisors serves individual and institutional clients, including trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a long-term, asset-allocation-driven investment approach combining macroeconomic analysis with fundamental and technical research, managing approximately $2.54 billion in assets across 18 advisors.

William Maisano is a financial advisor at TruWealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Simmons and Associates, and Ameriprise Financial Services. Prior to his financial services career, he was involved with Pizza Investors of Louisiana and Mellow Mushroom. TruWealth Advisors serves individual and institutional clients by providing financial planning, investment management, retirement plan consulting, and insurance consulting. The firm employs a long-term, asset-allocation driven investment approach that integrates macroeconomic analysis with fundamental and technical research.

Christopher Hitzman is a financial advisor at TruWealth Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Ameriprise Financial Services, Inc. Since 2020, he has also been licensed to sell fixed insurance products. TruWealth Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors, offering financial planning, investment management, and consulting services. The firm employs a long-term, asset-allocation driven investment approach and manages approximately $2.54 billion in assets across 18 advisors and over 4,300 clients.

Lori De La Torre is a financial advisor at TruWealth Advisors, LLC with over seven years of industry experience, including prior roles at Ameriprise Financial Services. She holds a Series 65 designation and is based in Metairie, LA. TruWealth Advisors serves individual and institutional clients such as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs a long-term, asset-allocation driven investment approach that integrates macroeconomic analysis with fundamental and technical research to manage portfolios on a discretionary basis.

James Parrie is a financial advisor at TruWealth Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the Safety Committee at First Baptist Church of Kenner. TruWealth Advisors serves individual and institutional clients, offering financial planning, investment management, retirement plan consulting, and insurance consulting. The firm manages approximately $2.54 billion in assets and employs a long-term, asset-allocation driven investment approach that combines macroeconomic analysis with fundamental and technical research.