CAPTRUST - New Orleans (LA)

Joe Peters My wife and I initially contacted Ryan around the time we got married. I had fairly substantial student loans and I felt that I needed advice about the best approach for paying them down while continuing to address all the other financial needs of our growing family. What started as a need to address what to do with my student loans quickly grew into a holistic look at our financial picture. Flash forward several years, my student loans are consolidated and being aggressively paid down (so close), and we have an accurate understanding of how to prioritize our spending and savings to do the things we value most with the resources we have. In the many years weve worked with Ryan, hes saved us money by helping us make financial adjustments both big and small. He set us up for financial success with everything from saving for vacation, to buying a new home, to planning for our daughters future, to our retirement. I cannot recommend Ryan enough.

Debby Franca The people who work here are friendly and kind. They prepared a wonderful meal for the Thanksgiving gathering!

Keierra Borel I recently called Pelican and spoke with Paris about opening an account and applying for a loan. She was extremely informative, professional, and knowledgeable. Paris took the time to answer all of my questions and gave me great advice that made the process much easier to understand. Her friendly attitude and expertise made me feel confident in my decision, and I’m excited to join Pelican thanks to her outstanding service!

Stephen Watts Very knowledgeable and Kenneth has been a friend for over 59 years and has always done the right thing. God Bless Hom and His Family.

Erin Alvarez Gavin and his team at Highland Wealth are wonderful! From our very first meeting they took the time to answer all of our questions giving us insightful information and formulated a detailed game plan to follow in order to achieve our financial goals. We are thankful to be in such great hands!