Bruno Villar - Regions Financial Advisor

At Ellis Insurance & Financial Group, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

The Shobe Financial Group, founded in 1983, is a trusted financial planning firm based in Baton Rouge, LA. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they provide expert guidance and support to help individuals and families pursue their life goals through comprehensive financial planning, including retirement planning, estate planning, investment management, tax planning, and more. Their client-centered approach and commitment to making a lasting impact on their clients' lives sets them apart in the industry. Partnered with Carson Wealth, another firm founded in 1983, the Shobe Financial Group combines their strengths and expertise to offer a wider range of services and a deeper impact on their clients' financial well-being. With over 150 years of collective experience, including 7 CFP professionals, the team at Shobe Financial is dedicated to understanding their clients' unique needs and aspirations, building personalized financial plans, and providing actionable guidance to help them achieve their financial goals.Generated from the website

Our mission is to assist you in the pursuit of accumulating and preserving wealth for yourself and your loved ones. We pursue this goal by providing quality advice and service. Our success will be determined by having a genuine understanding of our clients' values and goals and delivering innovative strategies and dynamic service to help make those goals a reality.