Richard Lyons is the CUD and Financial Advisor in Mandeville, LA. He believes that proper financial planning is the life blood that fuels the dreams and goals of financial security.
Our team of 24 includes Richard Lyons, Zachary Koch, Michael Bazile, Melissa Overholt and 20 Interns.
Our Mission is H.O.P.E.
Help Other People Everyday
We will help you build a plan that has you covered for the good times, such as retirement, and the tough times, such as a death or disability.
Our dedicated team has the knowledge and expertise to become your financial partner. We are committed to be there for you on the road to financial security.
Our values lie in taking care of clients financial needs, funding non-profit research, and expanding the economic growth of the community.
Who to Contact:
Financial Planning:
Richard "Dicky" Lyons
504-416-9318
[email protected]
Client Relations:
Zachary Koch
504-250-0603
[email protected]
Director of Selection for Full-Time Careers:
Michael Bazile
[email protected]
504-343-1576
Directer of Selection for Community Outreach and Internship:
Melissa Overholt
404-218-1208
[email protected]
