Brooke Gautreau
Partner, COO

Brooke is the Chief Operating Officer, focusing on the design and implementation of the firm's operational objectives and procedures. She collaborates with partners on goal setting and strategic planning, while also overseeing financial and accounting records, managing technology, leading the operations team, and servicing the firm's top clients.

Years of Experience
23
Education/Licenses

Bachelor of Science, Information Systems and Decision Sciences From Louisiana State University

Series 7 Registration

Community Involvement

LSU College of Business Mentor

Former St. Joseph’s Academy Foundation Board Member

1. What does financial confidence mean to you?

Individuals are free of worrying about money and all things financial so they can live their lives more content; spending most of their time just as they desire.

2. What inspires you about the work that you do?

Although I have (&had) many roles in the firm my favorite thing to do is help clients…when I get feedback from clients that we have truly helped them, I am always reminded why I enjoy this business.

3. What’s the thing that brings you the most joy?

Enjoying a delicious meal and wine with my husband, whether locally or during an exciting travel adventure.