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Lance Paddock |
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14179 Audubon Trace |
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Saint Francisville, LA 70775 |
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phone: (225) 302-8946 |
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fax: (888) 358-0090 |
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toll free: 800-358-5738 |
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email:
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Manager Overview
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Welcome to Thompson Creek Wealth Advisors, a team of experienced, dedicated wealth advisors in the areas of Investment Management, Financial Planning, Risk Management, Estate and Tax Planning collaborating to help you accomplish your goals. We add Peace of Mind to your life by coordinating and managing ALL of these keystones which make up your financial wall of security.
We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, insurance companies or money managers; the only compensation we receive is from our clients. We offer objective advice based solely on your goals, your needs and your overall well being.
As fiduciaries of the public trust we are required by law to place our clients’ interests ahead of our own and to disclose any conflicts of interest. We would never choose any other way.
* Fee only Financial, Tax and Estate Planning
* Fee only Investment Management
* Fee Only Insurance
We are passionately committed to intensively focusing on your goals. You deserve nothing less than the service that Thompson Creek provides. What is the point of doing well in life if you have to worry about managing the finances that make it possible? At Thompson Creek we bring a team of professionals together who understand the intricacies of Wealth Management and combine it with a coordinated process to help you and your family attain a life lived well.
Thompson Creek Wealth Advisors – "Partners for Attaining a Life Lived Well" |
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Experience & Disclosure
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My CRD Number:
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4361371 |
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Firm CRD Number:
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151363 |
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Work Experience:
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The Thompson Creek Team
Our Vision of True Wealth Management requires expertise across a number of disciplines. People with years of time dedicated to the areas within which they will provide counsel to you as well as a broad enough range of life and professional experience for them to put their advice in proper context.
With that goal in mind, we have drawn together a group of talented and experienced professionals to ensure that you receive truly comprehensive, ethical, objective and expert advice that deserves the confidence of not only you, but of your other advisors, CPA's and Attorneys.
Larry Paddock
Nobody embodies that goal more than one of our founding partners and President, Larry Paddock.
Larry started in the investment industry over 40 years ago. His experience encompasses working with individual and institutional clients, managing investments for a bank trust department, a $1 billion fixed income portfolio for a state pension fund. He capped his career as a National Director for Frank Russell Investment Management Company.
Larrys' wide ranging experience in the investment world through markets both good and bad, delivering world class service to individuals and institutions, management experience and reputation for integrity and trustworthiness, provides the firm foundation for the service Thompson Creek wants to deliver to you.
Lance Paddock
The other half of our founding partnership is Lance Paddock. A trained Wealth Management Specialist (WMS) Lance serves as Thompson Creek’s CEO and Director of Investment Strategy.
As our Chief Executive Officer Lance uses his broad training across the various aspects of Wealth Management to coordinate the many highly trained experts essential to delivering customized, consistent and effective advice. Drawing upon his own experience as a small businessperson, Lance brings a keen understanding of the challenges business owners and professionals face.
As Director of Investment Strategy Lance works with our team to insure that each clients portfolio is not only tailored to their unique goals and objectives, but does so in the context of a well thought out firm-wide strategy to deal effectively with the ever changing market environment.
Prior to helping found Thompson Creek, Lance developed a reputation for responsible and effective portfolio management as Director of Investment Strategy for Peters Wealth Advisors. His early warnings of an impending market crisis solidified his reputation for investment acumen and willingness to put the long-term welfare of investors over short-term performance.
Catherine Jacobs
As we work to help you put, and keep, your financial house in order, the foundation must be rock solid. The two key components are a well thought out approach to asset management and a comprehensive financial plan. Catherine H. Jacobs, Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) and Certified Divorce Planner (CDP) will help us construct that sound foundation.
A Financial and Estate planner with over 10 years of experience in the investment, insurance and banking industries, Catherine is the ideal combination of depth and breadth this key role demands.
After all of your financial data, documents, insurance statements and other information are compiled; your dreams, goals and objectives defined and assessed, we begin our planning.
Jennifer Treadway Morris
Around your financial house, we also need to build a financial wall of security, a well designed and maintained risk management program. A key part of our talented group of associated Subject Matter Experts, Jennifer heads up Risk Management Review for Thompson Creek.
An experienced Louisiana business and insurance law attorney, former financial advisor and business consultant, Jennifer brings depth in legal and insurance matters along with broad experience in business and personal finance issues. Jennifer will work to insure that potential threats to you, your family and business are properly assessed and appropriate legal and other steps are taken to protect you. She will also aid us in understanding your business and helping us to integrate our financial and estate planning appropriately. The key areas that we may need to understand and account for include employment law, mergers and acquisitions, company policies, and business succession planning. Please visit the Risk Management section of our website to more fully understand our approach to Risk Management.
David Koch
We feel quite fortunate to have as gifted an associated professional as David on our team. Board Certified as an Estate Planning and Administration Specialist as well as a Certified Taxation Specialist, David is presently serving as the Secretary of the Louisiana State Bar Tax Law Advisory Commission, and has served as the Chair of the Examination Committee for Board Certification in Taxation in 2006-2007. With experience practicing as an attorney focused on will and estate planning, probate and federal taxation as well as in the tax department of Ernst & Young, needless to say, David will be the key resource for our advanced Estate and Tax Planning efforts. David will help us and insure that our advice meets the needs of your existing CPA's and attorneys to more effectively serve you efficiently and proactively. A partner and founder of Weill, Dunn and Koch, more information on David can be found at their site.
Peter Katt
A Licensed Insurance Counselor and Certified Financial Planner (CFP) Peter Katt, is a nationally recognized life insurance expert. Peter has been a life insurance advisor since 1979 and a pioneer in fee-only life insurance advising. Peter is a columnist for Forbes Magazine, the Journal of Financial Planning and the American Association of Individual Investors’ AAII Journal. Frequently quoted in the financial press including The Wall Street Journal, Forbes, Newsweek, Worth Magazine, BusinessWeek, and Kiplinger's , Peter has been described as one of only four "savants" in the area of fee-only insurance. As one of the founders of the fee-only insurance industry, Thompson Creek Wealth Advisors' clients benefit from both his approach and experience.
To understand what is so unique about the fee-only approach to life insurance and estate planning; please visit our explanation for how we can likely save you money while improving your policies' performance and design. For more on Peter you are welcome to visit the site of his firm, Katt and Company.
Of course, much of Wealth Management requires even more...
Therefore, in addition to our core team, we have an extensive reservoir of subject matter experts we can draw upon on an "as needed" basis. |
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Academic Background:
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See Team Member bios above. |
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Services
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Types of Investments:
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Individual stocks and bonds, mutual funds, separately managed accounts, alternative investments. |
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Qualifications
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Certifications, Accreditations and Designations:
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See Team Member bios above. |
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Compensation
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New Client Minimum Portfolio Size:
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$500,000 |
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Fee:
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Details at website |
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Money Manager Articles
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