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Katelyn D

Series 66

Lafayette, LA

Cullen Investment Group

Katelyn Dubuc is a financial advisor with Cullen Investment Group in Lafayette, LA, holding a Series 66 credential and 12 years of industry experience. She has been with Cullen Investment Group since 2013. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm follows a fundamentally driven, value-oriented investment approach centered on its “Basic Value Strategy,” which builds concentrated portfolios with low turnover and uses a defined “Bucket Approach” for retirement clients.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning
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James H

Series 65

Lafayette, LA

Cullen Investment Group

James Hammond is a Series 65–licensed financial advisor with Cullen Investment Group in Lafayette, LA, where he has worked since 2023. He has two years of industry experience and previously held roles at Billy's Boudin Production Inc. and Louisiana Tech. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach with concentrated portfolios and a defined “Bucket Approach” for retirement clients.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning
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David B

Series 63, Series 65

Lafayette, LA

Cullen Investment Group

David Bordes is a financial advisor at Cullen Investment Group with 50 years of industry experience. He has been with Cullen Investment Group since 1986 and holds Series 63 and Series 65 designations. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm follows a fundamentally driven, value-oriented investment approach centered on its “Basic Value Strategy,” which builds concentrated portfolios with low turnover and multi-year holding periods.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning
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Michael D

CFP®, CFA®, Series 63, Series 66

Lafayette, LA

Cullen Investment Group

Michael Doise is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Cullen Investment Group and has prior work history at Robertson Capital, Slant Energy, Robertson Midstream, and RBC Capital Markets. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach focused on concentrated portfolios and utilizes a defined “Bucket Approach” for retirement clients.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning
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Stephen N

CFP®, Series 63, Series 65

Lafayette, LA

Cullen Investment Group

Stephen Nickel is a CFP® with 25 years of industry experience, currently serving at Cullen Investment Group since 2003. He also operates Stephen L. Nickel, APLC, which has been active since 2000. His practice is based in Lafayette, Louisiana. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm follows a fundamentally driven, value-oriented investment approach centered on concentrated portfolios and employs a defined strategy for retirement clients that balances conservative liquidity with growth assets.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning
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Anne G

CFP®, Series 65

Broussard, LA

Cullen Investment Group

Anne Gaiennie is a CFP® and Series 65 licensed advisor with 16 years of industry experience. She is currently with Cullen Investment Group, a team-based firm in Broussard, LA, and has been self-employed since 2004. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach centered on a concentrated portfolio strategy and uses a defined “Bucket Approach” for retirement clients.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning
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