06/22/2026
If you’re a SpaceX employee, you may be facing a significant growth opportunity. We can help you make the decisions that can help define your future. Tell us what’s important to you, and we can model several scenarios to help you fund what you want to achieve. Reach out for an appointment.
Our office primarily works with families navigating complex financial situations, health care professionals, business owners and retirees. For a select group of families, we can also provide fiduciary financial planning, offering a deeper level of personalized advice and guidance. Our focus is to steward the wealth entrusted to us with the same care and intentionality we do for our own family.
When you call or visit our office, you'll be greeted by Mary Durham and Laura Waldrip, with nearly three decades of experience and a genuine heart for client care. Thanks to their dedication and the trust of our clients, our practice has repeatedly earned national recognition. I'm honored to be named among Forbes 2025 Best-In-State Wealth Advisors in Louisiana and Forbes 2025 Top Next-Gen Wealth Advisors Best-in-State in Louisiana.*
Outside the office, my wife, Marissa, and I stay busy with our three daughters, Aubree, Mary Middleton and Lucy. We're active members of First Methodist Church in Shreveport and love finding ways to give back to the community that's given us so much. I also serve on several local and regional boards, including the Louisiana Sports Hall of Fame.
If you're looking for a team that values relationships as much as results, we'd be honored to help you and your family plan for the future.
*2025 Forbes Best-In-State Wealth Advisors in Louisiana, published April 2025, research by SHOOK® Research LLC, data as of June 2024. 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State for Louisiana, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining the ratings. The ratings are not based on quality of investment advice, investment performance or client feedback.