Broker Check

Our Team

Jeremy Smith

Founder/Wealth Advisor



A veteran of the financial services industry, Jeremy Smith brings over 20 years of experience to helping clients pursue their most cherished goals. Since 2001, he has been a trusted advisor in the Slidell community and beyond. Though...

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Deborah Pytell

Client Relations Manager

For over 10 years, Deborah Pytell has successfully served clients in the financial services industry. While ensuring the operational efficiency of the firm, Deb works closely with Jeremy Smith to help clients work towards their...

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