Brad Fortier, CFP®, President
Brad Fortier has been a trusted independent advisor to high net worth investors in the Greater New Orleans Area for more than 13 years. As a leading CERTIFIED FINANCIAL PLANNER™ professional, Brad’s clients value his broad experience in the investment and financial planning industry as well as his personal dedication to helping them realize and achieve their goals. With expertise in retirement planning, education planning, estate planning, family protection and more, Brad provides holistic wealth management services that are both client focused and goal oriented.
As a consummate professional who believes in continuing self-improvement and education, Brad earned his CFP® certifications. This nationally recognized standard of excellence ensure adherence to stringent ethical standards, not just applicable laws and regulations.
A native of New Orleans and a graduate from Loyola University, Brad is as dedicated to the needs of the community as he is to his clients. He currently serves on the District A President’s Council that was established to advise on the city’s budget process. He also served as a community leader in the city’s recovery as the president of the Lakeview Civic Improvement Association, the director of capital development for the Beacon of Hope Resource Center, and the chairman of the Finance Committee for the District 5 Neighborhood Recovery Group.
Brad currently serves on the Board of Trustees for St. Paul’s Episcopal School.
Additionally, Brad lends his expertise as a resource for news media and provides up-to-date articles and opinions on his Guiding Wisdom Blog.
Nicole Aucoin Director of Client Services
Nicole Aucoin ensures that the needs and expectations of her clients are addressed every step of the way. A New Orleans native, Nicole completed her undergraduate work at Louisiana State University and earned her master’s degree in finance from the University of New Orleans. She lends her extensive knowledge in investment analysis and managerial accounting to the firm. She incorporates this breadth of financial expertise into her management of the firm’s operations and when assisting clients.
Nicole also volunteers with organizations dedicated to assisting abused children and the Young Leadership Council of New Orleans.
Kris Fortier, Director of Client Relations
A New Orleans native, Kris Fortier graduated from Louisiana State University with a degree in Mass Communication. Prior to joining Fortier Financial, she oversaw resource development for United Way for the Greater New Orleans Area. Leaving behind a successful career in the non-profit sector, as Director of Client Relations at Fortier Financial, Ms. Fortier is charged with guaranteeing that all current and prospective clients receive the best customer experience available in the wealth management industry.
Kris spends her time as a member of the Junior League of New Orleans, an organization committed to promoting voluntarism, developing the potential of women and improving our community through the effective action and leadership of trained volunteers.
Todd Ragusa, Communications and Public Relations