I began my career with Edward Jones in 2002, the day after I graduated college. I knew then that I wanted to be in a position that I could partner with families and businesses to help them achieve their financial hopes and dreams.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward and the level of risk you're comfortable accepting before you invest your money. We customize your financial strategy while working closely with you and your CPA, attorney and other professionals to determine the most effective strategies.
When I am not working, I enjoy cooking, traveling, hunting, fishing, music and sporting events. I am actively involved in the community as a Kiwanian and have served as a past president.
I attended the University of Louisiana at Lafayette and earned a bachelor’s degree in business management in 2002. While growing a successful practice, I wanted to advance my business knowledge and global experiences, so I pursued the Executive MBA program at LSU and graduated in 2016. I am a CFP® professional and hold the AAMS® designation.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Please contact me to discuss your situation and options. My Registered Branch Associate, Wendy Bourque, and Senior Branch Office Administrator, Tammy Dore, and I pride ourselves on providing highly personalized service. We look forward to speaking with you!
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Office Address201 Fulton St
New Iberia, LA 70560 opens in a new window
Phone NumberAaron M Ogea at (337) 367-2449
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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