Meet The Founders

Welcome, We're Happy to Meet You!

We think you’ll find to meet us is to know us—the deep gratitude we have for the life and success we have built in America, and for the privilege to be a part of our clients’ success, permeates all we do.

As natives of former Yugoslavia and as brothers and the children of strong, hard-working, and principled parents while our father was a successful businessman and our mother, a pediatric nurse and social worker there, we experienced the best of a comfortable life and the very worst of the collapse of our beloved country. It was the latter that lead us to the United States and Shreveport, Louisiana, to pursue our educational goals and professional dreams, and, eventually, to pay forward the opportunities that had been afforded us by helping other families achieve their own.

In doing so, we’ve pursued significant experience, education, and credentials that truly make a difference when helping our clients make short- and long-term financial choices for them and for their families. We have built an amazing professional team and cultivated enduring multigenerational relationships with clients and their families, and in doing so, expanded our family to include so many we serve and care about beyond our wildest expectations.

And so, our life experience is unique; it has given us a unique perspective and keen understanding of the economic impacts, opportunities and risks of international market events. It has taught us the value of perseverance in challenging times, trust, integrity, compassion, and connection with our community.

Yes, we are grateful. We’re where we want to be and excited to help others get where they want to go with the confidence that we’re there to help with careful, customized and strategic planning to weather the economic challenges and embrace the opportunities along the way. Our life experience has taught us dreams can be achieved and life is to be celebrated. We are dedicated to help manage their investments and help meet their financial obligations and long-term goals with enhanced quality of life—for them and their families.

One great way to get to know us is to read more about our personal story, called Choosing Home, by hitting the link below. We also invite you to join our financial community in reading Market Insight, our weekly e-newsletter that explores the latest trends and details our insights on the current market and the economy. You can also catch up on past editions of Market Insight here.

Please don't hesitate to contact us if we can be of service to you.
It will be our honor to get to know you!

Sincerely,

Denis Poljak

Co-Founder

Davor Poljak

Co-Founder