Antoine works closely with PJ and Cody to create thorough, personalized financial strategies for clients. With an eye for detail, he takes all the pieces of a client’s financial life and brings them together in a way that aligns with their big-picture goals. He thrives in the complex, and he enjoys creating plans that require multiple cohesive strategies to address trusts, taxes, estate plans, business succession, and all the other factors that influence a client’s financial outcomes. With an in-depth knowledge of investment strategies and insurance products and how each solution affects a client’s objectives, he is adept at creating integrated financial plans that help clients achieve their goals.
