At TruWealth Advisors, our advisors and staff invest right alongside our clients. We invest your money where we invest our own.
He has received national recognition from such notable organizations 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. Today TruWealth Advisors has multiple offices and employs more than 25 individuals who share the same values: faith, family and country.
We Invest in Your Best Interest
WE ARE YOUR FIDUCIARY FIRST
WE BUILD YOU A PERSONAL PORTFOLIO
WE ARE TRANSPARENT IN OUR FEES
WE AVOID or disclose CONFLICTS OF INTEREST
Financial planning is at the heart of what we do. Our tailored process is based on the philosophy that you set the goals of your financial life and that our advisors act as your guides to help you achieve those goals. Everyone has a set of values by which they seek to live out their lives. Therefore, your TruWealth Advisor will guide you through a series of thought-provoking questions to assist you in determining your financial and life priorities to enable you to better allocate and invest your resources toward those goals and values.
Once you have determined your definition of what it means to be truly wealthy, your TruWealth advisor will walk you through our personalized, automated and simple-to-use risk analysis process to determine your personal risk tolerance. Each investor perceives and feels risk differently. By using up-to-date technology, you will be able to quantify and assign a numerical value to the amount of risk you are assuming, the amount of risk you need to assume to reach your goals, and the amount of risk that you are willing to assume so that you can sleep comfortably at night.
Your financial life plan will include targeted goals and milestones for each of the key areas of financial planning including cash flow, protection, taxes, retirement, investment, and estate. Each of these areas will reflect your personal values, risk tolerance and goals. This financial life plan will become the working document that you will use with your TruWealth advisor over the coming years during meetings to make sure you are on target. You also will have convenient online access to track and monitor your goals and risk profile.
TruWealth Advisors’ advisory accounts are designed for clients who seek professional management, thorough research and analysis, and tactical rebalancing based on their values, risk tolerance and goals. Our team of investment specialists actively manage these accounts and put the client’s best interests first.
At TruWealth Advisors, tailored investment portfolio design and management is at the core of our offering. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we take the time to get to know our clients up front. We spend time to understand your personal situation, values, risk tolerance, and financial goals, all which result in a tailored investment portfolio and wealth management solutions customized to your personal needs. After all, it’s your money, and we are here to help you make the most of it.
TruWealth Advisors does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship. Our mission is to help anyone who wishes to better themselves and those around them.
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis: TruWealth Advisors’ investment philosophy is long term and based on research, principles and experience rather than short-term trends. Our in-house analysts work with the TruWealth Investment Committee and the individual advisor overseeing each client account. The firm focuses on asset allocation investment strategies based upon a client’s specific investment objectives to optimize the risk and reward of a portfolio. An analysis of the returns, volatility, and correlations of different asset classes is conducted to create portfolios tailored to each client’s investment objectives, time horizon, and risk tolerance. Investment research is performed through professional and public databases, paid subscriptions, financial publications and investment conferences.
TruWealth Advisors use a number of analyses in formulating investment advice and managing client assets including top-down and macroeconomic analysis. The firm analyzes overall economic trends and data as well as fiscal and monetary policies to get a “big picture” view of capital markets. The firm develops outlooks indicating which asset classes, types, sectors, and styles may be overvalued/risky or undervalued. A client’s asset allocation at any given time is largely based on this work. The firm’s bond strategies are largely shaped by our top-down analysis as we focus mostly on duration strategies that seek to take advantage of perceived movements in interest rates.
Fundamental analysis: The firm conducts continuous research on a bottom-up basis, identifying asset classes and individual securities with attractive characteristics relative to its price.
Technical analysis (or trend analysis): The firm uses technical analysis to gauge investor sentiment and the supply and demand dynamics for various securities often after the firm has identified a security as a candidate to buy or sell on top-down or fundamental grounds. This work entails analyses of price charts, including price movement and trading volume.
The term “estate plan” can sound off-putting or stuffy. Quite simply, an estate plan can be described as anything from a simple will to a complex estate plan. Whether you have a small estate or a large one, everyone needs a plan in place for the unexpected.
Your TruWealth advisors will work with you and your legal counsel to design an estate plan so that your heirs are not burdened with costly attorney’s fees or deciding what you would have wanted done. If you pass away without a will, then the state’s intestacy laws will dictate where your assets go. Your TruWealth advisor will discuss with you some of the following concepts:
- Who do you want to make financial or business decisions in the event you are temporarily incapacitated?
- Who will make all medical decision if you are unable?
- Who will serve as executor of your estate?
- What is probate? How can you expedite or completely avoid the probate process?
- If you have minor children, who will serve as their guardian?
- Do you need a trust for children who suffer from an addiction or continually make poor financial decisions?
- How do you provide for your children in the event of remarriage?
- Have the beneficiaries of your life insurance and retirement plans been coordinated with your will?
- Did you know your current estate plan may exclude your special needs child from government assistance?
Through the unique TruWealth estate planning process, your advisor will help you design an estate plan that will not only ensure tax efficiency but also help safeguard that your heirs carry on your values and ideals.
Charles Simmons CFP®, ChFC®, CRPC®, APMA®, CAP®, CLU®, CKA®
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.
James C. Parrie APMA®, CRPC® , CKA®
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.
Cory Faucheux CRPC®, APMA®
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.
Chris Hitzman CKA®, APMA®
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 achieve your goals.
Chris heads our Mandeville branch and is well-known as a community servant through his elected position as a Madisonville Town Councilman and through his efforts as a board member of Cool Cooperative—a 503c dedicated to equipping inner-city youth develop for the film-industry workforce
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 cheering on their daughters as they compete in tennis and dance.
David Mire APMA®
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 APMA®, MBA
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 Maisano APMA®, CRPC®
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 CRPC®
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. She has been honing her skills in the industry since and is Series 7 and 66 licensed.
Erin has been a welcomed addition to our TruWealth family since 2017. She 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 Balah and Luna.
Ray Cesta CPA®, APMA®
Ray Cesta has nearly 40 years experience as a CPA. He joined our practice in 2010 as an IAR and tax specialist. He has earned his Series 6, 7, and 66 and is insurance licensed in LA, FL, CO, TX, and MS.
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 CFP®, APMA®
Brooks Wall began his investment career in 2015 after discovering his passion for financial literacy while working with college students to address debt and develop a strong financial foundation for their future.
In addition to his CFP® and APMA, Brooks earned both his Series 7 and 66 licenses. 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, estate planning strategies, and asset management.
The sojourner from Monticello now resides in Covington, Louisiana with his wife Ellen and their daughter Maggie. 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.
Client Service Specialists
Garrett Ulmer APMA®, CRPC®
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 in 2011, 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?”
Chat with Garrett about all things investments, asset management, or about the region’s up-and-coming savory fortes.
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.
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 a thrilling murder mystery 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 two energetic daughters, Alayna and Shiya.
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 earned her Series 7 license as well as insurance license in Louisiana after graduating with her Bachelor of Criminal Justice 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 a Registered Representative 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 Rodrigue APMA®, CRPC®
Matt joined the practice in 2018 and has over 13 years of experience in the financial industry. 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. His licenses include Series 7, 55, 63, and 65. At TruWealth, Matt specializes in managing investment assets and performs securities analysis for our custom asset allocation investment models.
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.
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.
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 services. As technology evolves, Rob has ensured that TruWealth continues to deliver a cutting-edge online experience to all of our clients.
Outside of the office, Rob can be found in the gym, on the gun range, or riding a motorcycle. Together with his fiancé 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.
Our office’s social butterfly award goes to local girl Jennifier Guidry. The large call volume of the office only further brings out her lively personality. She loves to keep our team and clients on their toes and can be heard greeting everyone uniquely upon their arrival. Jennifier’s journey has landed her at our practice after ten plus years in the travel agency business.
We can testify that Jennifier’s work schedule is known to skew around her two sons, Michael Jr. and Dominic whose year-round itinerary including soccer and baseball requires her steadfast chauffeur duties.
Boyd Guy DMin
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.
With more than 20 years in the industry, Darian has been a tremendous addition to the TruWealth family. Originally from Kentucky, Darian received his Bachelor of Science in Electrical Engineering Technology from Western Kentucky University.
Early on, Darian developed a love for competing in BMX bicycle races all across the US. But today you’d be more likely to find he and his wife Heather helping those in the city with drug and alcohol addictions through their urban ministry, Bourbon Street Revival. You can often hear him say, “You better have something to wake up to or you may not wake up!”
Beyond work and ministry, Darian enjoys making handmade furniture and spending time with his wife and children.