I am an experienced financial advisor with a demonstrated history helping people reach their financial goals.
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 will partner together to monitor your progress to ensure you stay on track. Throughout it all, we're dedicated to providing you with the best client experience.
In my spare time, I enjoy cooking, volunteering for community events and traveling with my family.
Our office is here to build one-on-one relationships with our clients to help with all of their financial needs.
My Personal Interests
- Cooking
- Coaching Sports
- Fishing
- Sports Enthusiast
- Movies & Entertainment
Office Information
Phone Number
Daniel Newman at (225) 261-8262- Torie Christen
- Sr. Branch Office Administrator
Branch Team
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sun | Closed |
- Torie Christen
- Sr. Branch Office Administrator
Branch Team
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More