Our People

 

Jerry Broussard - Founder and President
Certified Financial PlannerTM
jerry@broussardfinancialgroup.com

Jerry founded Broussard Financial Group from a desire to create an environment in which to establish long-term partnerships with clients. Through discussions with clients, he realized there was a need for a firm who measured the success of the business by the success of the client. Thus, Jerry is developing a firm focused on measuring the firm's success by understanding the aspirations and dreams of our clients and implementing a game plan to accomplish those goals. The success of Broussard Financial Group is unequivocally dependent on the success of our clients.

Prior to founding Broussard Financial Group, Jerry spent 21 years as an agent and registered representative for New York Life Insurance and NYLIFE Securities. His career brought him success by achieving honors in the Chairman's Council, the top 3% of all company agents.

However, after attaining the Certified Financial PlannerTM designation, he saw the need to become impartial in clients transactions and become a fee-based financial planner, so he founded Broussard Financial Group, LLC.

Jerry attended the University of Louisiana at Lafayette and received his Bachelor of Business Administration degree in Finance, as well as becoming a Certified Financial PlannerTM through the American College in Pennsylvania.

 

 

 

 

Tomika Campisi - Office Manager
tomika@broussardfinancialgroup.com

Tomika is our Office Manager and Service Assistant. She is responsible for client account establishmment and client maintenance. She handles most client contact, so if you hear from our office it is usually from Tomika. She also schedules client appointments, handles all client service and keeps our office running smoothly.

Tomika is really terrific in organizational effectiveness and is detailed oriented. Accuracy and people service are important to her.