Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people prepare for the future. After years in the business, we strive to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We believe that our team approach can add perspective to all we do as well as increased benefits to our clients.

Meet Our Team

Kristi Cook

Practice Manager/Client Services Specialist



Kristi has navigated a diverse path for nearly two decades, blending her expertise in the corporate world with a passion for non-profit endeavors. Currently, she leads the team at Luminary Wealth Management as the Practice Manager and...
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Lisa Calongne, AAMS® CEPA®




Lisa has spent her entire thirty-five year career in the financial arena.  After graduating from LSU with a Bachelor’s degree in Finance, she worked with small and medium sized businesses and their owners in an outside CFO...

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