Wealth Management

Keith Laterrade, CFP®

Keith works closely with individuals, families, and small businesses. He specializes in financial planning for high-net-worth individuals to help them pursue their financial goals. Keith strives to guide his clients towards financial success, emphasizing top-down holistic financial planning though the development of customized strategies and tailored investment advice.

Keith is an Investment Advisor Representative, Registered Representative, and a Louisiana Licensed Insurance Agent. He earned his B.S. in Finance from LSU, complemented by accreditation from the University of Manchester in the UK. 

Keith is a valuable resource with over sixteen years in the financial industry. He joined Gulf Coast Wealth Management in 2005 after launching his career with Edward Jones. Keith gained valuable corporate finance experience during his tenure at Arthur Anderson. He was honored with the Ted Jones Prospecting Award during his time at Edward Jones, and he received the LPL Chairman's Award at Gulf Coast for ranking among the top 2% of all advisors.

Keith enjoys spending free time attending his daughters' soccer games on weekends and outdoor activities such as fishing, boating, hiking, and tennis.

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Troy Richards, AAMS

Troy is a financial advisor who takes a personalized approach to help his clients define their needs and goals. Troy simplifies the process of the retirement planning by guiding his clients through both the asset accumulation phase of their working years and the income phase of their retirement.

Troy holds an associate degree in business and has earned the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning®. His outstanding production over sixteen years of experience has qualified him for multiple producer trips. Troy is an Investment Advisor Representative, Registered Representative, and Louisiana Licensed Insurance Agent.

Troy proudly served four years in the United States Army as a field medic before joining Gulf Coast Wealth Management in 2015.

Troy also holds a United States Coast Guard Merchant Marine Captain's license and has experience operating tug and crew boats on the Mississippi River. He also holds a Coast Guard license as a 100-ton master and 200-ton mate.

Troy continues his passion for the water through recreational and destination boating. He enjoys fishing as well as spending time on the beach.

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Patrick Talamo

Patrick is a dedicated financial advisor who emphasizes forging strong relationships with his clients to create tailored strategies that align with their financial objectives. Patrick offers personalized advice and investment strategies that pave the way for long-term financial success. 

Patrick has a B.S. in Marketing from Southeastern. He is an Investment Advisor Representative, Registered Representative, and Louisiana Licensed Insurance professional.

 Patrick has been recognized for his productivity and commitment to customer service. He takes pride in successfully guiding his clients through the challenging 2008 fiscal crisis, during which he not only weathered the storm but also grew his book of business. Many of those individuals remain loyal clients to this day.

Patrick brings a wealth of expertise to his interactions with individuals, families, and business owners with his over seventeen years of experience in the financial services industry. He joined Gulf Coast Wealth Management in 2011, following his time at Morgan Keegan. 

Patrick serves his community as a coach for baseball, basketball, and softball teams. He also serves on the finance board at Our Lady of Mercy and is a member of the Knights of Columbus. 

He enjoys spending time with his family, hiking, going to the beach, and going to Major League Baseball games.

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Rob Parker

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David Pullen

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Michael J. Guidry CPA

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Zach Gorres, CFP®

Zach is a financial advisor specializes in wealth management and advanced insurance planning for families and small businesses. He assists clients in implementing investment, retirement accumulation and distribution, and savings strategies with a keen focus on tax efficiency. He takes a comprehensive approach, examining the entire financial landscape before making investment recommendations. This enables Zach to help clients maximize tax advantages, allowing them to retain more of their hard-earned money.

Zach gained experience as a financial advisor with Magnolia Wealth Strategies and the MetLife Premier Client Group of Louisiana prior to joining Gulf Coast Wealth Management in 2016. Zach started as a laborer and worked his way up to managing multi-million-dollar golf course projects and overseeing many personnel and contractors for over 13 years prior to starting his career in Finance.

Zach earned a B.S. in Finance and Corporate Investments from the University of Missouri, along with a graduate certificate in Finance. He also earned an Associate of Arts degree with a concentration in Financial Services from the University of Phoenix.

Zach is an Investment Advisor Representative, Registered Representative, and a Louisiana Licensed Insurance Agent. He is also licensed to sell investments and insurance in multiple other states.

Zach actively engages in various community associations and initiatives. He is a former Project Leader of "Where Ya' Rack?"—a project of the Young Leadership Council—and a current member of the French Quarter Business Association (FQBA). Zach also contributes to the Saint Bernard Parish Chamber of Commerce and the New Orleans Chamber of Commerce. He is a riding member of Legion of Mars, the only Mardi Gras Krewe dedicated to honoring military personnel and first responders.

Zach is a two-time triathlon champion and has secured multiple fantasy football championships. Zach enjoys bike rides along the levee to the Fly. He also spends time with his beloved English bulldog named Tchoupitoulas. Zach competes in an annual triathlon in his hometown in Minnesota over Labor Day weekend.

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Scott Sloan

Scott has thirteen years of experience as a financial advisor and a unique perspective. Scott firmly believes that effective financial management encompasses more than just an investment plan, but instead holistic consideration is required. This comprehensive approach empowers his clients to gain clarity on their financial objectives and confidently achieve their goals.

Scott began his career in the financial services industry at New York Life before transitioning to Iberia. He earned recognition for securing the second-highest number of assets uncovered and appointments set across Iberia Financial Services footprint during his tenure. Scott joined Hancock/Whitney, where he was honored with the prestigious "Rookie of the Year" Award at the 2016 Financial Advisor National Sales Conference.

Scott holds a B.S. degree in Business Administration with a major in Finance from B.I Moody III. He is an Investment Advisor Representative, Registered Representative, and a Louisiana Licensed Insurance Agent.

Scott actively participates in community initiatives; he is a member of Sigma Alpha Lambda, a National Leadership Honors Organization, and contributes to the Bellaire Quarters Association. 

Scott enjoys boating, fishing, jet ski riding, golf, cooking, and weekend softball. He is also a S.O.L.A PWC's of the Gulf Coast jet ski member.

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Alfredo J. Martinez

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Ryann Gallois

Ryann is a financial advisor who specializes assisting first-generation wealth builders in saving for their future. He draws upon his previous experience as a business owner to help fellow entrepreneurs develop comprehensive financial plans that encompass both business succession and retirement confidence.

Ryann spent six years collaborating with universities across the country, offering executive-level CFP Board-registered courses in financial planning, before he joined Gulf Coast Wealth Management. He owned and operated a small business specializing in commercial tools and equipment for over a decade. His experience provides a unique perspective when working with individuals, families, and business owners. 

Ryann holds a B.S. in Marketing with a minor in Finance from UNO. He is an accomplished Investment Advisor Representative, Registered Representative, and Louisiana Licensed Insurance Agent

Ryann places immense value on community involvement and has actively contributed to various charitable initiatives. He is a cofounder of Team Swineaux, a BBQ competition team that passionately supports Hogs for the Cause—an organization dedicated to assisting families fighting pediatric brain cancer. Swineaux has raised over $100,000 since 2013. Ryann has also dedicated many years to volunteering as a committee member for the Leukemia Cup Regatta, a significant fundraiser for the Leukemia and Lymphoma Society. He is also a member of the Fore!Kids foundation.

Ryann Lives in New Orleans, with his wife Julie and their two sons, Alex and Jack. Ryann enjoys spending time on the water with his family, both in Louisiana and on the Mississippi Gulf Coast.

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Kim Lonergan

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Kim Lentz

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Nico Salas

Nico serves as Client Services Associate for the Gulf Coast Wealth Management Operations Team. He provides customer service and back-of-house operations services to allow our advisors to focus on providing excellent account management for their clients.

Nico joined Gulf Coast Wealth Management as a summer intern in the summer of 2023. He earned his B.S.M. studying finance and management from Tulane. Nico spent his summers working for Live Oak Camp, a leadership development camp that works to connect the diverse youth of New Orleans.

As a New Orleans native, Nico gains a sense of pride by helping other New Orleanians achieve their financial goals.

Nico enjoys spending time in the gym, as well as sailing, hanging out by the pool, going to the beach.

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Brent Gremillion

Brent serves as the Assistant Program Manager and Office of Supervisory Jurisdiction (OSJ) at Gulf Coast Wealth Management. Brent has been with Gulf Coast Wealth Management for over nine years; his primary focus lies in providing a wide range of resources to empower advisors to deliver exceptional service to their clients. He bridges the gap between financial advisors and broker dealers, ensuring seamless communication and compliance.

Brent earned his B.S. in Marketing from the university of Mississippi.

Brent enjoys golf, long-range shooting, playing pool, and bass fishing. Additionally, Brent still finds time to play the saxophone and guitar.

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Jason King, CFP®

Jason serves as the Program Director of Gulf Coast Wealth Management. With an extensive background in finance and a strong commitment to providing exceptional client experiences, Jason is responsible for devising and executing the firm's financial planning and business development strategies. He firmly believes that effective financial planning plays a pivotal role in empowering individuals to make well-informed decisions.

Jason is an Investment Advisor Representative, Registered Representative, Registered Principal, and a Louisiana Licensed Insurance Agent. He earned his B.S. in Marketing and Business Administration from UNO. Jason gained valuable experience as an advisor and in firm management at Prudential Advisors and the MetLife Premier Client Group prior to his role at Gulf Coast. 

Jason actively participates in professional and community organizations including serving as the president of NAIFA - Greater New Orleans (National Association of Insurance and Financial Advisors) where he received the Member of the Year award. 
Jason is also involved in community volunteering for Habitat for Humanity and Junior Achievement.

Jason lives on the North Shore with Theresa, his wife, and their two daughters, Vivian and Ella. He enjoys spending time on the water with his family during his free time.

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