Local Expertise, Global Vision
Nestled in the heart of Hammond, our team seasoned financial advisors boasts a deep understanding of the unique financial landscape of the Northshore region. We combine this local expertise with a global vision to craft personalized strategies that align with your specific needs and aspirations.
Local Expertise, Global Vision
Nestled in the heart of Hammond, our team seasoned financial advisors boasts a deep understanding of the unique financial landscape of the Northshore region. We combine this local expertise with a global vision to craft personalized strategies that align with your specific needs and aspirations.
Your Advisor Team
With over 40 years of experience in Financial Services, Tom is dedicated to helping individuals and business owners meet their financial needs by developing plans around their goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help clients structure portfolios with balance.
Tom began his career in Financial Services with A.G. Edwards & Sons, a predecessor firm of Northshore Wealth Advisors in Hammond, LA.
Tom has a Bachelor of Science Degree in Business Administration from Southern Methodist University in Dallas, Texas.
Away from work, Tom enjoys family time with his wife Debbie of 40+ years, a retired schoolteacher, along with his son John & daughter Anne. Tom’s two grandchildren are his biggest delight. He enjoys traveling and attending music events with friends & family. Tom is an active member of First Presbyterian Church of Ponchatoula. He is a former board member for Child Advocacy Services.
Registrations and Licenses
- Series 7 – General Securities Representative
- Series 9 & 10 – General Securities Sales Supervisor
- Series 66 – Uniform Combined State Law Exam
- Life Insurance Licensed
- Variable & Fixed Annuity licensed
Lisa McMillion entered the financial services industry in 2007 when she joined A.G. Edwards & Sons as a Financial Associate. During her first year of employment, Lisa expanded her studies and received her FINRA Series 7 and 66 securities registrations. In 2008, A.G. Edwards & Sons was acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
As Operations Manager, Lisa assists Senior Wealth Advisors, Andre Theriot and Tom Mougey, with administrative activities including account setup/maintenance, trading support and client-relationship building. Lisa is the first line of contact with our clients and she provides unparalleled attention to service, detail and client satisfaction.
Lisa is a long-time resident of Hammond, Louisiana. She received her Bachelor’s Degree in Finance from Southeastern Louisiana University. Outside of the office, Lisa spends her free time camping and boating with her husband, Brian, and their two daughters. Living a healthy, active lifestyle is Lisa’s biggest passion. She dedicates much of her time to daily workouts including fitness classes, running, & cycling. Lisa completed her first marathon in 2013 and months later completed her first triathlon.
Your Advisor Team
With over 40 years of experience in Financial Services, Tom is dedicated to helping individuals and business owners meet their financial needs by developing plans around their goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help clients structure portfolios with balance.
Tom began his career in Financial Services with A.G. Edwards & Sons, a predecessor firm of Northshore Wealth Advisors in Hammond, LA.
Tom has a Bachelor of Science Degree in Business Administration from Southern Methodist University in Dallas, Texas.
Away from work, Tom enjoys family time with his wife Debbie of 40+ years, a retired schoolteacher, along with his son John & daughter Anne. Tom’s two grandchildren are his biggest delight. He enjoys traveling and attending music events with friends & family. Tom is an active member of First Presbyterian Church of Ponchatoula. He is a former board member for Child Advocacy Services.
Registrations and Licenses
- Series 7 – General Securities Representative
- Series 9 & 10 – General Securities Sales Supervisor
- Series 66 – Uniform Combined State Law Exam
- Life Insurance Licensed
- Variable & Fixed Annuity licensed
Lisa McMillion entered the financial services industry in 2007 when she joined A.G. Edwards & Sons as a Financial Associate. During her first year of employment, Lisa expanded her studies and received her FINRA Series 7 and 66 securities registrations. In 2008, A.G. Edwards & Sons was acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
As Operations Manager, Lisa assists Senior Wealth Advisors, Andre Theriot and Tom Mougey, with administrative activities including account setup/maintenance, trading support and client-relationship building. Lisa is the first line of contact with our clients and she provides unparalleled attention to service, detail and client satisfaction.
Lisa is a long-time resident of Hammond, Louisiana. She received her Bachelor’s Degree in Finance from Southeastern Louisiana University. Outside of the office, Lisa spends her free time camping and boating with her husband, Brian, and their two daughters. Living a healthy, active lifestyle is Lisa’s biggest passion. She dedicates much of her time to daily workouts including fitness classes, running, & cycling. Lisa completed her first marathon in 2013 and months later completed her first triathlon.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Resource Partners
Northshore Wealth Advisors operates an independent practice supported by NewEdge Advisors. The NewEdge Advisors platform provides access to various capabilities and resources, including investments, custody, technology, research, and more. LPL Financial is the primary custodian for Northshore Wealth Advisors. Having an institutional custodian provides our clients transparency on investment performance, fees, and transaction activity, all with the benefits of institutional access to investment accounts. LPL Financial enables brokers to trade securities on behalf of its customers.
