Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Advisors
Grant Cholley
Financial Advisor
Janet LeLeux
Financial Advisor
Financial Advisor Janet LeLeux has been providing financial services to clients since 1997. She holds a BBA in Finance and Accounting, and is an Investment Advisor Representative with LPL Financial...
Karen Guidry
Client Services Associate
Karen Guidry began her banking career at First Federal Bank in 2007, as a customer associate at the Nelson Financial Center. She transferred to her current position in May 2015, as Client Services Associate for the program’s...
Natalie Gouldin
LPL Registered Client Services Associate
Client Services Associate Natalie Gouldin has been in the industry since 1997. Prior to First Federal Investments, she was a Licensed Sales Associate at Merrill Lynch for 15 years. Natalie enjoys working with clients. Natalie was...
Nataliya Espey
AVP, Program Manager
Nataliya is the Program Manager for First Federal Investments. She is responsible for the oversight of the Investments Program at First Federal and is the primary liaison between the bank and the broker-dealer, LPL Fiancial...
Rick Eisner
Senior Financial Advisor
Senior Financial Advisor Rick Eisner has been in the industry since 2000. Prior to First Federal Investments, Eisner was an advisor with Edward Jones and Merrill Lynch. He holds securities registrations...
Sales Associates
Grant Cholley
Financial Advisor
Janet LeLeux
Financial Advisor
Financial Advisor Janet LeLeux has been providing financial services to clients since 1997. She holds a BBA in Finance and Accounting, and is an Investment Advisor Representative with LPL Financial...
Karen Guidry
Client Services Associate
Karen Guidry began her banking career at First Federal Bank in 2007, as a customer associate at the Nelson Financial Center. She transferred to her current position in May 2015, as Client Services Associate for the program’s...
Natalie Gouldin
LPL Registered Client Services Associate
Client Services Associate Natalie Gouldin has been in the industry since 1997. Prior to First Federal Investments, she was a Licensed Sales Associate at Merrill Lynch for 15 years. Natalie enjoys working with clients. Natalie was...
Nataliya Espey
AVP, Program Manager
Nataliya is the Program Manager for First Federal Investments. She is responsible for the oversight of the Investments Program at First Federal and is the primary liaison between the bank and the broker-dealer, LPL Fiancial...
Rick Eisner
Senior Financial Advisor
Senior Financial Advisor Rick Eisner has been in the industry since 2000. Prior to First Federal Investments, Eisner was an advisor with Edward Jones and Merrill Lynch. He holds securities registrations...
Program Management
Grant Cholley
Financial Advisor
Janet LeLeux
Financial Advisor
Financial Advisor Janet LeLeux has been providing financial services to clients since 1997. She holds a BBA in Finance and Accounting, and is an Investment Advisor Representative with LPL Financial...
Karen Guidry
Client Services Associate
Karen Guidry began her banking career at First Federal Bank in 2007, as a customer associate at the Nelson Financial Center. She transferred to her current position in May 2015, as Client Services Associate for the program’s...
Natalie Gouldin
LPL Registered Client Services Associate
Client Services Associate Natalie Gouldin has been in the industry since 1997. Prior to First Federal Investments, she was a Licensed Sales Associate at Merrill Lynch for 15 years. Natalie enjoys working with clients. Natalie was...
Nataliya Espey
AVP, Program Manager
Nataliya is the Program Manager for First Federal Investments. She is responsible for the oversight of the Investments Program at First Federal and is the primary liaison between the bank and the broker-dealer, LPL Fiancial...
Rick Eisner
Senior Financial Advisor
Senior Financial Advisor Rick Eisner has been in the industry since 2000. Prior to First Federal Investments, Eisner was an advisor with Edward Jones and Merrill Lynch. He holds securities registrations...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.