Learn More. Email: craig. Craig has advised individual clients, business owners, and retirement plan sponsors since Craig is a graduate of Paris Junior College. He has lived in Lafourche Parish for over 50 years. He and his wife of nearly 30 years, Karen have two children, Fallon and Sabrina, and a grandchild arriving in Craig is active in the community and within his church. Email: john.
John has been helping clients pursue a wide variety of financial goals since He specializes in financial planning, portfolio diversification, tax-advantaged accounts, client income needs and wealth protection strategies. John seeks to provide an exceptional level of personal service to his clients by going the extra mile. John is a dedicated volunteer having worked for various charitable organizations within the local community and served as a board member of the Downtown Business Association from through He is married to Cheryl and has two children.
When not at work or with his family John can be found looking for his golf ball in the woods. Click Here to Schedule a Meeting. Skip to main content.
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The obstacles she overcame in her own life help her relate to her clients as she helps them achieve their goals. Growing up in a small town, Carrie Rosen dreamed of being a businesswoman in a big city.
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