While there may be a few financial planning options out there, we know they may not vibe with you, your lifestyle, or your financial goals. you need financial planning that’s as modern as your business — online, accessible, and simple. That’s why we we’re here.
We know that you’re not just in it for the money. That’s why we help modern professionals align their money with their life.
We also help you figure out how to make the most of the money you’ve earned … as well as the money you will earn in the future.
As your partners in finance, we’ll help you dream, design, and do what you want: live a life you love, powered by the money you worked hard to earn.
B.S. Business Administration, Management, Louisiana State University 2005
Master of Business Administration, University of New Orleans 2009
Series 7 held through LPL Financial
Series 66 held through our ria, Goss Advisors
Joseph specializes in client relations, creating financial plans and client acquisition.
He graduated from Barbe High School, received a B.S. in Management from Louisiana State University, and received a Masters in Business Administration from University of New Orleans with a concentration in finance & economics.
Joseph began his career with his wife’s family business, Don’s Carwash, where he spent 5 years as the hiring manager, among a myriad of other jobs while there.
A Lake Charles native, Joseph was raised in a large family of business and health professionals who happen to all be musicians. He is the co-lead singer, alongside his wife, Dominique, in the local band The Flamethrowers, which is a 9-piece band that was formed in 2004.
Joseph values strength of relationships over whatever life throws at you, and has a passion for growth and cohesiveness in our community.
Max specializes in helping to build financial plans, gathering data & documents, running our high-end planning software and creating client reports. He also assists in finding models and solutions that fit our clients' needs.
Max was born and raised in Sulphur, LA and graduated from Sulphur High School in 2005. He attended McNeese State University from 2005-2008, majoring in Chemistry.
In 2009, Max moved to Austin with his band mates from 8-piece music group Ashes of Babylon. When the band decided to take a break, Max made plans to move back to Lake Charles. He enrolled back in McNeese State in 2017, and he recently graduated with a B.S. in Finance in December of 2019.
Max’s interests are in music and being a part of local service organizations. He is an Associate Advisor for the SWLA Quelqueshoe Lodge 166, which is the local Order of the Arrow Lodge, and he's in an honor society for Boy Scouts of America.
Melissa, commonly known as Missi, earned her B.S. in Business Administration from ULL in 1993. While attending college, Missi began her career in the financial industry working with First National Bank in Lafayette, now known as JP Morgan Chase.
During the bank mergers, Missi decided to transition her career from banking to investments by working with a major investment firm in both their wire house and independent channels.
Missi specializes in creating and maintaining client relations and ensuring that every client experiences the “WOW” factor.
Missi grew up in Crowley, LA and she lived in Scott, LA for many years with her family. She has two daughters, Jaimee and Jessica. In addition to her daughters, she has been blessed with two grandchildren, Taylee and Nicholas. Just recently, she purchased a cottage home and moved back to Crowley with her rescued sidekick beagle, Alfie.
In her spare time when she is not spending time with her family and working on her project home, she enjoys camping, fishing and listening to live music at local venues and events.
No conflicting advice from the “money gurus”, no late night Googling. Just clear and simple financial steps you can take yourself.