Tommy Billeaud

Hello, I'm Tommy, and I’m proud to be a part of this incredible team. With over 25 years of experience as a teacher and athletic trainer, I transitioned into the financial advisory world with a passion for helping people and making sure everything runs smoothly behind the scenes.

I’ve been happily married to my wonderful wife, Deborah, for 10 years, and my family is most important in my life. We make the most of every moment together! Cooking is one of my favorite pastimes, and I always enjoy telling a good story (or two) while sharing a meal with loved ones.

As the Operations Manager, I’m involved in every aspect of the client relationship and our firm’s operations. From ensuring seamless processes to supporting our team, my goal is to make sure things run efficiently and that our clients always receive the best service possible. I'm securities licensed and work closely with our clients to ensure their needs are met with care and precision.

Having spent most of my career in education and athletic training, I bring a unique perspective to the team. I believe in collaboration, communication, and creating a positive environment where both clients and team members feel valued and heard. It’s an honor to contribute to the success of our firm and work alongside such a talented group of people.

If you ever have a question or need support, don’t hesitate to reach out! I’m here to help in any way I can.