Your Wealth.
Your Story.
Your Legacy.

Charles “Chuck” Simmons started in the financial services industry in 1991 immediately after graduating from Tulane University. He has received national recognition from notable organizations such as Barron’s Magazine, Financial Times, Forbes and others; ranking as one of the top independent advisors both nationally and in the state of Louisiana. He specializes in financial planning, charitable giving, and estate planning strategies.

Chuck is passionate about fishing for specks and reds, motorcycles for every occasion, and oysters prepared every way. Along with his wife Christy, son Ethan, and daughter Merrin, the Simmons family enjoys spending time on Lake Ramsey.

Those who meet Chuck, quickly recognize his love to serve his clients, his family, and his church. If you don’t see Chuck speaking from the podium in the front, you can probably find him serving, cleaning, and helping out behind the scene.

By the time he was 15 years old, Cory Faucheux knew that he had found his calling. From time spent shadowing his uncle, a financial advisor with Morgan Stanley, Cory realized he had a passion for helping people manage their financial investments.

With more than 15 years experience in the industry, Cory has developed a strong reputation for crafting comprehensive financial plans encompassing retirement, asset management, and estate strategies. He is also well versed in the needs for financial planning surrounding divorce.

Growing up raising cattle, fixing fences, and riding horses, instilled in Cory a hard work ethic and helped shape his values. He and his wife Alison have a son, Cole, and a daughter, Cailah. Outside of the office, the Faucheuxs are known to enjoy spending time on the beach, water sports, golfing, and with their northshore church family.

With more than twenty years in the banking, insurance, and investment industry, Chris Hitzman’s credentials and performance history demonstrate the record clients look for to invest their resources with confidence. Whether it is retirement planning, income strategies, or wealth preservation, Chris will help you develop a comprehensive, tailored plan to help you pursue your goals.

Chris heads our Mandeville branch and is well-known as a community servant through his previous elected position as a Madisonville Town Councilman.

Our team recognizes that Chris emulates a quote from Peter Drucker, “Leadership is driven by three soft skills—integrity, humility, and generosity.”

Chris attended both Tulane and Liberty University. He and his wife Sherry have three children, Brenden, Nadia, and Alia. These days, the Hitzmans are often found working out, cooking, and traveling. They enjoy cheering on their daughter Nadia as she competes in collegiate tennis. Chris practices jiu-jitsu and has started competing in local tournaments.

David Mire has deep roots in both the Norco area as well as the Shell Oil industry. Both of his grandfathers, one great-grandfather, and several more family members have worked and/or retired from Shell Oil in Norco. Today, David helps lead the practice in serving our clients who work in the oil industry. His familiarity with both the area and the industry make him a natural fit for helping our clients with their company 401ks and retirement planning.

David received his Bachelor of Science in Management Finance from Tulane University. Immediately after graduating, David joined Chuck Simmons’ practice 10+ years ago and has been a foundational presence for our firm. Outside the office, David enjoys creole country through his love of hunting, fishing, and golf.

Wesley Bouler joined the practice following a successful career in the pharmaceutical industry. His wealth of experience in corporate business has helped him understand client needs and empathize in the important decisions they face. Because building strong relationships is natural for him, Wesley is able to propose custom retirement and estate strategies around his clients’ goals, values, and unique story.

A local guy, Wesley received his Master of Business Administration from the University of New Orleans. When he is out of the office, you can find Wesley and his wife Jenny attending one of the varied sports activities of their five sons. When he is at home, he enjoys playing basketball, taking on home improvement projects, and creating colorful garden landscapes.

From financial strategies to garden landscapes, you’ll find that Wesley is a detailed thinker who is constantly finding creative ways to look at everything differently. Contact Wesley today to invigorate your retirement timeline.

William “Billy” Maisano came to the practice with a wealth of experience managing restaurant chains and serving as an advisor for franchise owners. The move to serving those same business professionals as a certified financial advisor was a natural and smooth transition. He specializes in developing organizational and individual budgets as well as aiding others in analyzing profit and loss investments.

Billy received his Bachelor of Science in Business from the “Ragin’ Cajun” University of Louisiana Lafayette. He has four children, Lauren, Nicole, Kaye, and Will. When Billy is not in the office, he loves tennis, and practicing his culinary skills.

A man dedicated to the art of his craft, Billy approaches his love of financial matters like his passion for cooking, “It’s never too hot in the kitchen”.

Erin Vasseur’s launch into the financial world began with an administrative position with a local senior advisor while she completed a Bachelor of Science in Business Administration from the University of New Orleans.

Erin has been a welcomed addition to our TruWealth family since 2017. She is an Investment Advisor Representative (IAR) with a CRPC designation. Erin has a servant’s heart but especially enjoys educating and empowering women.

A New Orleans girl through and through, Erin loves to relax by taking in the city’s live music culture. She also enjoys traveling, the arts, and spending time with her fur babies.

Ray Cesta has nearly 40 years of experience as a CPA. He joined our practice in 2010 and serves as an Investment Advisor Representative (IAR) with a CPA and APMA designation.

Ray graduated from Florida Technological University, now known as the University of Central Florida, with an AA in photography and a BSBA in accounting. He is actively involved in his church, serving as the drummer, treasurer, sound technician, and on other committees as well.

Ray married his high school sweetheart, Onni and they have two wonderful daughters, Kari and Erin. Out of the office, Ray’s passions are known to include cars, traveling, and art. Ray is one of those unique people who is successful at everything he attempts.

Brooks Wall began his investment career in 2015 after discovering his passion for financial planning while working with college students to address debt and develop a strong financial foundation for their future.

Brooks serves as an Investment Advisor Representative (IAR) with his CFP, APMA, and CKA designations. He hails from southeast Mississippi and received his Bachelor of Arts from Mississippi State University in 2007.

With a core belief in providing prudent advice as a fiduciary, Brooks specializes in retirement planning, business planning, estate planning strategies, and asset management.

The sojourner from Monticello now resides in Covington, Louisiana with his wife Ellen and their two daughters Maggie and Lucy. In the fall, Saturdays in the Wall household are enthusiastically occupied with college football. In his remaining free time, Brooks can be found hunting, fishing, or enjoying the outdoors on their family property in Mississippi.

Garrett Ulmer serves others by encouraging them to maximize their cash flow and return on investments. Garrett knows the importance of having a sound financial plan, making the right decisions, and evaluating the results in order to achieve your goals. His initial desire to improve his own finances drives him now to help others with theirs.

After graduating from LSU, Garrett returned to his roots and enjoys spending time with friends and family in Mandeville. When he is not in the office, you can find him shooting hoops, running on the levee, or watching the Saints and LSU football. Rather than trying the same old thing, Garrett explores new restaurants and loves asking, “What are your specialties?”

He is an Investment Advisor Representative (IAR) with the CFP, APMA, and CRPC designations. Chat with Garrett about all things investments, asset management, or about the region’s up-and-coming savory fortes.

Helping clients navigate the unpredictable challenges of life with sound financial decisions is the advising priority of Joan Cox. For 35+ years, Joan has positioned her clients with a planning foundation to weather the unexpected. She is part of a select group of advisors who have earned the Certified Financial Transitionist® (CeFT®) credential which is a science-based approach specifically designed to combine the technical and human aspects of financial planning for individuals experiencing transitional life changes.

Joan was awarded her B.A. from the University of Minnesota in 1976 and the Certified Financial Planner™ (CFP®) designation in 1987. She attained her Chartered Retirement Planning Counselor (CRPC®) designation in 2001.

In addition to her professional life, Joan served on the boards of the local Financial Planning Association chapter and was president of the Association of Employee Benefit Planners in New Orleans. She was a member of NAPFA and has taught financial literacy in a local women's shelter. In 2014 and 2015, she obtained the Five Star Wealth Manager award and was featured in a New Orleans magazine. She has also served the Jewish Endowment Foundation Board and the Investment Advisory Committee of Touro Synagogue Foundation.

In her leisure time, Joan listens to jazz, big band, funk, and 60’s music. Like any true Louisianan, she enjoys live music, savory cuisine, and Cajun jokes. Joan has two grown children and she and her husband live on the Northshore.

After joining the practice in 2014, Joanna Craft has been a great addition to the TruWealth family by establishing herself as our in-house-specialist for estate settlement and forms management. She also serves as Executive Administrator to the Chief Financial Controller.

Joanna comes from a large family of seven children. She received her Bachelor of Science in Business Administration from University of New Orleans. Away from the office, Joanna and her husband Kyle are avid football fans and enjoy their season tickets to the Saints games. Her weekends are spent making memories with their daughter and baking for family and friends. The only place she enjoys traveling to more than once is the beach where she can sit with her toes in the sand all day long.

Lori Poe began her journey with the firm in 2014 after having studied under Chuck’s leadership in their local Bible Study class. Originally raised in Illinois, Lori is a proud Louisiana transplant who enjoys the WhoDat culture and Southern food. She graduated Cum Laude with BA in Communications from Blackburn College which is one of only eight federally recognized work colleges in the United States.

Serving as a Client Relationship Specialist, Lori has expertise in financial and estate planning as well as workplace benefits including benefits for highly compensated executives for major petrochemical companies. Her incredible attention to detail, which borders on OCD, provides clients with comfort that the job will be done right the first time.

Her smart and talented daughter Natalie, is her greatest pride and joy. Lori enjoys binge-watching Netflix, giving her opinion, and anything Pumpkin Spice!

With 40 years in the retail banking and financial industry, Jessica Newton’s experience has allowed her to see it all. Our customer service financial guru and mother hen of the bunch can be found serving at both the Metairie and Mandeville branch of TruWealth Advisors.

Jessica and her husband Jack have a daughter Caitlin and son-in-law Brandon. Once the grandkids came along, Jessica and Jack decided to move back home from their stent in Colorado. So when Jessica is not serving our clients, she is likely doting (okay, maybe spoiling a little bit but who can blame her) over her two wonderful grandchildren Chloe and Brady.

Megan joined the TruWealth team in 2017 to assist with serving our clients by analyzing financial plans and implementing our clients’ priorities. She is an Investment Advisor representative (IAR).

Megan’s pursuit of a career in finance began at an early age through working as a cashier in her family’s snowball business—how fun is that! Today she delights in serving others and lending a helping hand. She is naturally gifted at developing strong relationships both professionally and personally.

Megan graduated from Louisiana State University with a Bachelor of Science in Finance, “Go Tigers!” Her interests include health and fitness, art, trying new restaurants and recipes, and spending time with family and friends.

Monique LaPorte came to the practice with broad experience from multiple fields including construction and medical software. She joined the team because she loves the integrity of the company and the values she shares with the TruWealth family. You’ll find her serving our clients at the Mandeville office.

Don’t let her unpretentious demeanor fool you. She has a competitive, athletic drive. During her college years, Monique played both collegiate volleyball and softball. A highlight in her career was hitting a game-winning home run in the top of the ninth inning in the 2002 Women’s College World Series which helped the Florida State Seminoles stun the then #1 ranked UCLA Bruins. Her athletic prowess helped her in earning her Bachelor of Science in Information Studies.

Out of the office, Monique enjoys walking the family dogs Astro and Pebbles and celebrating a slightly less competitive life with her husband Scott.

Rebecca Murray joined the TruWealth team in 2021 following a successful career managing medical clinics across the United States. Growing up in a military family that moved frequently encouraged Rebecca to pursue authentic relationships and to cherish quality time together.

Rebecca has a passion for helping people in need, cooking, camping under the stars with her family, and finding pockets of time to read with a hot cup of coffee. In her spare time Rebecca joyfully serves in ministry both attending and leading small groups. Rebecca and her husband Jonathan have four beautiful children.

Caitlin Powers began her financial journey as a teller while she pursued her associates degree in Business Management from Delgado. After graduating and working in various departments including mortgage lending, Caitlin advanced to branch manager at Regions Bank.

Over her career, she has also held positions at St. Tammany Chamber and the Northshore Builders Associations. Her knowledge, experience, and willingness to serve has made her a welcome addition to the TruWealth family.

When not in the office, Caitlin and her husband Brandon love relaxing on the river, boiling crawfish, or cheering for their favorite teams—the Saints and LSU Tigers. Together with their two kids, they can be found going to the beach or celebrating Mardi Gras on the Avenue.

Katy Hane brings a wealth of experience and a passion for financial planning to her role at TruWealth Advisors. With a background in finance dating back to 2016, Katy began her career at a local bank after graduating from Louisiana State University with a BS in Finance. She transitioned to a wealth advisor associate in 2018, where she wore many hats, from client services to marketing, before joining the TruWealth team.

Katy is an Investment Advisor Representative (IAR) working on her Certified Financial Planner (CFP) designation.

Katy’s approach to financial planning is deeply rooted in her personal experiences and values. Inspired by her upbringing and motivated by her desire to help others prepare for life’s uncertainties, she is committed to providing comprehensive and compassionate guidance to her clients. Katy believes in the importance of thoroughness and attention to detail, adhering to the philosophy of “measure twice, handle once.”

Outside of the office, Katy enjoys a variety of hobbies, including reading, fishing, gardening, and baking. She’s also a devoted dog parent to Cooper, whom she rescued from New Mexico. When she’s not at work, you’ll likely find Katy enjoying long walks with Cooper or spending quality time with her family at the beaches of Waveland, MS.

With her warm demeanor and dedication to client service, Katy treats each client with the same care and respect she would extend to her own family. She is committed to ensuring that clients feel informed, empowered, and supported as they navigate their financial journey.

You know him by Jim—the anything-but-sleepwalking general manager of TruWealth Advisors. Jim’s “go and get it” perspective on life has taken him around the world and has ushered him into leadership positions at a host of companies, boards, and non-profit organizations.

He has more than 11 years of commitment to the practice and is a driving force behind keeping TruWealth Advisors ahead of the curve.

Jim is the unofficial manager of both keeping people in line as well as staying safe at all times in that line. If he can’t hear his Van Halen cell phone ringtone, it’s because most people can’t hear a cell ringing on the gun range or during a police officer tactical training simulation.

Chat with Jim about investments, retirement planning, charitable giving, estate planning strategies, or the latest and greatest for the boys in blue. Jim and his awesome, kind, beautiful and extremely forgiving wife Sheila are often accompanied by their two quadruped girls, Madison and Millie.

Jayne Goertz is a cornerstone at TruWealth Advisors since she has been with Chuck Simmons since 2004 and has held nearly every role at some point, some would say our pioneer. She has a Bachelor of Criminal Justice degree from Loyola University New Orleans.

Jayne’s time in the office includes servicing clients, trading, acting liaison, and event planning. If you have attended one of our events, Jayne has put that on! When she is not serving the office or the Mom’s Club at St. Charles Borromeo, Jayne and her husband Rhett have their hands full with four boys, Rylan, Reid, Ross, Rowen, and their dog Maci. The Goertz crew often spend weekends at their camp in Bay St. Louis where they enjoy water sports and fishing.

Jennifer Valteau began her career in the financial industry in 1999. She is an Investment Advisor Representative (IAR) with her Bachelor of Science in Mathematics Secondary Education from Louisiana State University and a Master of Science in Mathematics/Statistics from the University of New Orleans.

The TruWealth team attests that Jennifer is a gifted problem solver and that she delights in finding solutions to complex issues. She’s always on a quest to “build a better mousetrap.”

Jennifer is dedicated to elder care and cat rescue causes. She loves watching the New Orleans Saints, camping on the beach, ATV riding, and entertaining family and friends at her property on the Northshore.

Matt joined the practice in 2018. His journey has included stents at other large asset management companies including Invesco and Columbia Threadneedle as well as a prior post as the Vice President of Institutional Trading for Iberia Capital Partners.

At TruWealth, Matt specializes in managing investment assets and performs securities analysis for our custom asset allocation investment models. He is an Investment Advisor Representative (IAR) with APMA and CRPC designations.

Matt was born and raised in Metairie and graduated from Jesuit High School. He had a brief stopover in his journey by earning his Bachelor of Science in Accounting from the University of Alabama and also enjoyed a few surf seasons working in Hawaii.

Matt lives in Lakeview with wife Mindy and their two kids Vivienne and Wade. He is a Board Member of the Drew Rodrigue Foundation which helps raise funds for young adults impacted by cancer.

Likely the first voice you’ll hear when calling our office, Rosa “Rose” Simmons joined the practice in 2015 following a successful 25 year career in the medical field.

Our bilingual administrative specialist is passionate about sports cars, road trips, learning new things, dining out, and scenic motorcycle rides with her hubby Robin. They celebrate life together with their growing family of children and grandchildren.

One of Rose’s joys about working at TruWealth Advisors is the unique opportunity of working with two of her boys. Her greatest challenge is remembering to refer to our callers as clients and not patients as well as file prepping for client meetings instead of doctor appointments!

Rob joined the practice in 2016 to work alongside our advisors in implementing client priorities. He is often the first stop for clients who have questions about digital services. As technology evolves, Rob has ensured that TruWealth continues to deliver a cutting-edge online experience to all our clients.

Outside of the office, Rob can be found on the gun range, riding a motorcycle, or researching the latest automotive technology. Together with his wife Shivani, they enjoy attending LSU and Saints football games, traveling, and trying out new restaurants throughout the city of New Orleans.

Give Rob a ring if you need help with the mobile app, client web portal, or want insight into the best get-away-routes in this region for any type of motorcycle.

Boyd Guy joined the TruWealth team in 2020 as part of the communication strategy to rebrand the company. If you’ve seen it with TruWealth, Boyd likely created it.

His educational background and experience in the field of creative communication made him an ideal fit with the TruWealth family. Boyd received a Bachelor of Arts in Graphic Design from Louisiana Tech University as well as a Master of Divinity and Doctor of Ministry from New Orleans Baptist Theological Seminary.

Boyd is passionate about international travel, orphan care, pastoral training in rural communities, and spending time with his wife Tara and their two girls Sara and Alyson.

If you’d like to sit and talk about missions around the world, strange cuisine, or remote waterfalls of southeast Asia, invite Boyd for coffee & conversation.

Jackson has already developed a well-rounded resume in the financial industry since completing his Bachelor’s in Finance at LSU in 2018. He is an Investment Advisor Representative (IAR). Jackson’s time in the industry has helped him to realize that integrity should guide every action and that there is great joy found from helping clients achieve their goals.

Due to his appreciation for cooking, trying new recipes, and love for the region, Jackson guiltlessly furthers his taste of the town by sampling the area’s most renown restaurants. If he’s not trying out a new food venue, he might be reeling in his next bass.

Be sure to give Jackson a call if you need a winning partner for your next The Office trivia challenge.

Eliza Simmons, an Investment Advisor Representative (IAR), joined TruWealth Advisors in 2022 after earning her Bachelor of Arts in History with a minor in English from the University of Mobile, where she graduated Summa Cum Laude with Honors.

At work, Eliza is a dedicated and focused individual who pays attention to details and appreciates the value in hard work. She is passionate about helping people and is always willing to go the extra mile to ensure their needs are met. Eliza is also committed to living a life that exemplifies her faith and values, placing God at the center of everything she does.

Overall, Eliza Simmons is a talented and multifaceted employee who brings a unique perspective and a wealth of skills to her role at TruWealth Advisors.

Eliza is a family-oriented person, having grown up as one out of eight children. This upbringing has instilled in her a deep appreciation for the importance of family, and she and her husband, Ethan, moved to Louisiana to be close to their loved ones after their graduation. They enjoy spending time together and participating in family game nights, where Eliza loves to compete and exercise her wit and strategy skills.

Aside from her love for family time, Eliza is also an avid fan of movies and music. She has an impressive collection of over 200 DVDs and enjoys rewatching her favorite shows.