Jed works with a broad range of individuals and families, business owners, families building wealth, helping clients navigate comprehensive financial planning, tax-efficient planning.

He takes a comprehensive and relationship-driven approach to planning, intended to provide clarity, structure, and confidence throughout the planning process.

Jed earned a B.S. in Finance from the University of Louisiana at Lafayette. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Jed enjoys hunting, fishing, and spending time outdoors along the Louisiana coast.

Serving clients in and around Lafayette and New Iberia, LA.