Our Team

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 Navarro Director of Operations

Nicole Navarro 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 an organization very near and dear to her heart.  Henry Aucoin Foundation, dedicated to assisting families with children needing heart surgeries, procedures, medication, equipment, and transplants who are being treated in the greater New Orleans area, as well as giving back to the community.

*As reported in Financial Planning magazine 1996-2009, based on total revenues.