Top Next-Gen Wealth Advisors Best-in-State (2024) LOUISIANA
DATA PROVIDED BY SHOOK® RESEARCH, LLC. DATA AS OF 3/31/24
SOURCE: FORBES.COM (AUGUST, 2024). SHOOK CONSIDERED ADVISORS
BORN IN 1985 OR LATER WITH A MINIMUM 4 YEARS AS AN ADVISOR.
Leaving no stone unturned on your path towards financial success.
Vision and Process
At Sapphire Financial we examine every detail and seek to ensure that no stone is left unturned. Because life is full of enough surprises - your financial life shouldn’t be one of them. We are committed to being a trusted partner in empowering individuals, families and small businesses to pursue financial security, preserve their legacies and confidence through personalized strategies, innovative solutions and an unwavering commitment to their long-term success.
Our Services
We offer personalized services aimed at helping you navigate your financial journey with clarity and confidence. Our financial planning process begins with helping you set clear, specific goals. Once your plan is in place, we will regularly check in on your progress to ensure you are on track. This involves monitoring your financial plan and making adjustments as necessary to adapt to changes in your life.
Financial Planning
Comprehensive Financial Planning:
This service is dedicated to creating a detailed plan that covers all aspects of your financial life. It involves evaluating your current situation, setting both short- and long-term goals, and developing strategies aimed at managing your finances to help you work toward those goals.
Retirement Planning
Retirement Strategy and Preparation:
This service focuses on preparing for your retirement years. It includes estimating your future needs, determining how much to save, selecting appropriate retirement accounts, and creating a withdrawal strategy with the goal of providing a stable income during retirement.
Investment Management
Portfolio Strategy and Optimization:
This service involves managing your investment portfolio, focusing on aligning it with your financial goals, risk tolerance, and time horizon. We regularly monitor and adjust the portfolio as market conditions and your objectives evolve.
Tax Planning
Tax Planning Strategies and Optimization:
This service focuses on strategies aimed at reducing the tax impact of your investment activities. It includes capital gains tax strategies, asset location optimization, and leveraging tax-advantaged accounts with the aim to improve your after-tax returns.
Social Security Planning
Social Security Strategy and Optimization:
This service helps you navigate the complexities of Social Security benefits. It includes determining the optimal time for you to start receiving benefits, understanding how your benefits might be taxed, and integrating Social Security into your overall retirement plan.
Education Planning
Education Savings and Funding Strategies:
This service focuses on planning for the costs of education, whether for yourself or your dependents. It involves setting savings goals, choosing the right savings plans, and developing strategies to meet educational expenses while balancing other financial priorities.
Estate Planning
Estate, Legacy, and Wealth Transfer Planning:
This service helps strategize the transfer of your assets to your heirs. It involves planning for the most efficient and effective way to pass on your wealth, helping ensure that your assets are distributed according to your wishes with the goal to minimize the potential tax impacts on your estate.
Risk Management
Risk Assessment and Insurance Planning:
This service focuses on safeguarding your financial plan through appropriate insurance coverage. It includes assessing your needs for life insurance and long-term care insurance to help ensure that your financial well-being is protected against unforeseen events and potential risks.
Defining Your Legacy
At Sapphire Financial, we understand that your legacy is as precious as a cherished family heirloom. We are here to help you preserve and pass on both your financial assets and personal treasures with the utmost care and precision. We recognize that your legacy goes beyond just wealth; it’s about safeguarding the values, memories, and heirlooms that hold special meaning to you. Whether it’s a beloved sapphire ring or your retirement account, we create comprehensive strategies in your financial plan that strive to ensure that these treasures and your financial resources are passed on while enriching the lives of future generations. We will do this in partnership with your trusted estate attorney.
Asset Transfer Planning
Charitable Giving Strategies
Business Succession Planning
Collaboration with Legal & Tax Professionals
Family Meetings & Communication
Regular Plan Reviews & Updates
Tax and legal services are not offered by Sapphire Financial, NewEdge Advisors, LLC, LPL Financial or affiliated advisors.
Our Team
Kayla is the Founder and Senior Financial Planner at Sapphire Financial. She collaborates with a diverse range of long-term investors across the country, from young professionals to retirees, helping them work towards building and protecting their wealth and plan for its transfer across generations. Her clients include individuals, families, and small business owners, with a focus on multigenerational planning.
Kayla’s approach involves creating highly personalized financial plans that address each client’s entire financial landscape. She emphasizes the importance of estate planning and tax planning strategies, recognizing their significance in long-term financial success. While she doesn’t draft estate plans or prepare taxes herself, Kayla works closely with clients to develop thoughtful estate plans and prioritizes year-round tax planning to enhance their overall financial strategies.
Kayla holds a bachelor’s degree from Louisiana State University. In 2022, she earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, and in 2023, she added the Certified Exit Planning Advisor® (CEPA®) designation to her credentials. Outside of work, Kayla enjoys spending time with her husband, two stepdaughters, and their cats, Nugget and Noodle. She is also passionate about traveling and is an enthusiastic supporter of LSU football.
Tax and legal services are not offered by Sapphire Financial, NewEdge Advisors, LLC, LPL Financial or affiliated advisors.
Top Next-Gen Wealth Advisors Best-in-State (2024) LOUISIANA DATA PROVIDED BY SHOOK® RESEARCH, LLC. DATA AS OF 3/31/24 SOURCE: FORBES.COM (AUGUST, 2024). SHOOK CONSIDERED ADVISORS BORN IN 1985 OR LATER WITH A MINIMUM 4 YEARS AS AN ADVISOR.
As the Director of Client Relations, Ashleigh Duet is your first point of contact at Sapphire Financial. She serves as your guide and partner as we work together to help you pursue your financial goals.
Ashleigh brings over 14 years of experience in client services and 8 years of specialized work in the financial services industry. She is committed to delivering personalized support to each client.
Ashleigh holds the Financial Paraplanner Qualified Professional (FPQP) certification, reflecting her dedication to professionalism and knowledge in the financial sector.
Throughout her career, Ashleigh has built strong client relationships through empathy and personalized service, helping clients navigate their unique financial needs. Her commitment to excellence makes her a valuable asset to Sapphire Financial.
Outside of work, Ashleigh is actively involved in her community, coaching Academy soccer with Ascension Flight. In her free time, she enjoys baking with her daughter, spending time outdoors, and watching Formula 1 or cheering on the Arsenal Gunners with her husband.
Deborah Walker joins our team as a seasoned marketer, bringing extensive experience from her previous role as Vice President of Marketing at an investment banking firm in the U.S. Virgin Islands, where she honed her skills over five years. In that role, she was instrumental in developing marketing strategies for companies valued between $2 million and $10 million, effectively positioning them for growth in a competitive market.
After returning to the mainland U.S., Deborah continued to excel in the financial services industry for an additional seven years. In her current role as Client Services Coordinator, she is responsible for monitoring and updating client information, coordinating appointments, and ensuring that all financial records are accurate and reflect the latest updates and life changes for our clients.
Beyond her professional pursuits, Deborah enjoys knitting and exploring the world through international travel with her husband. She also treasures time spent visiting her children and grandchildren, creating lasting memories with her family.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Managing Director, Operations
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Get In Touch
Whether you’re looking to refine your finances or seeking ongoing guidance, Sapphire Financial is here to help. Contact us at contact@sapphirefinancial.com or click the link to schedule an introductory call with Ashleigh Duet today.
Office Hours:
Monday-Thursday: 8:00-4:30pm
Friday: 8:00-3:00pm
