Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
* These services are offered by Lynn A. DeRouen through his affiliation with Avantax
Michelle is the lead financial advisor and President of the firm. With a fun personality and a keen ear for clients' concerns, she makes clients comfortable when discussing their dreams and concerns. Michelle takes care of our mascot...
Lynn is the founder of the firm and the father of lead advisor Michelle. He serves in a support role for client meetings, financial planning questions, and matters requiring legal advice. He is an attorney and a CFP®, CLU, and the...
Karen is the first point of contact at DeRouen Financial Management and keeps the entire team inline and on task. She has worked with us for over 40 years and is like family. Karen has extensive experience as a legal and financial...
Preston the Pig
Social Media Liasson and Mascot
Preston is our mascot and is active on social media. He is positioned in a place of importance at the front window of our office, and is a particular favorite of tourists who stroll through historic downtown New Iberia. Although we...