Chad Courtois was born and raised in Acadiana, only leaving for a short time as he served four years in United States Marine Corps from 1991-1995. He now resides in small beautiful New Iberia with his wife Teresa and their children Jordan, Cole, Kauri and Creed.
Chad is an avid hunter and loves the outdoors. He especially enjoys that time when he can share those early morning hunts and memories with his family and friends. He also equally enjoys traveling to new places with his wife and children, attending track and gymnastic meets with Jordan, Cole, Kauri and Creed.
Chad has been in the Insurance and Financial Service Industry since he finished his career with the Marine Corps in 1995. His mission is to help educate and share with families on how to obtain the peace of mind that comes with having Financial Security. The unique and proven strategies Chad has done for the past 20 years has provided the experience and trust individuals seek in a Financial Professional.
Chad finds it very personal when it comes to helping Family and Friends reach a secure financial future, but also wants to make sure their community is strong that they live in. Therefore Chad is very involved in his surrounding communities by serving on the following:
Iberia Industrial Development Foundation
Greater Iberia Chamber of Commerce
Iberia Economic Development Authority
Iberia On Tap, a Young Professionals Network
CCA/ Coastal Conservation Association
DWF/ Delta Waterfowl Organization
One would say that Joni is on her second career. Having worked as an Accounting Supervisor and Human Resource Manager for 33 years. Joni thought she was ready for retirement. After taking a year off she realized she was too “young” to stay home.
Joni joined our team in 2015. This field of work was a complete about face from her norm, however, always ready for a challenge she hit the ground running. She brings “old-school” etiquette and experience to this office. She is keen on detail and has a solid work ethic. Customer service is top priority. She connects with our clients on a personal level.
Her days are filled with keeping the office running smoothly, case prep and ongoing commitment to client and community engagement which has been seminal to the foundation and growth of Advantaged Assets.
In addition to her role as office manager, Joni is married, has one daughter and two grandchildren. Outside of her professional endeavors, she enjoys camping, fishing, cooking and enjoying time with her family and friends.
Born and raised in New Iberia, Louisiana. As a third-generation financial professional, Creed carries on a proud family legacy while infusing a fresh perspective and dedication to community engagement.
With a genuine love for the public events and community gatherings in New Iberia, Creed finds joy in actively participating and contributing to the area. Whether it's supporting local initiatives or lending a hand at public events, Creed is committed to making a positive impact beyond the realm of finance. Beyond the confines of finance, Creed finds solace and exhilaration in the outdoors, indulging in pursuits like golfing and hunting.
In the realm of professional relationships, Creed sees clients as more than just numbers on a balance sheet. Building lasting friendships and meaningful connections with clients is at the heart of Creed’s approach to financial advising.
Looking ahead, Creed envisions a future where success is not only measured by professional achievements but also by the legacy passed on to the next generation
Tyson Rivet was born and raised in New Iberia, Louisiana. He and his Wife, Kauri, currently reside in Acadiana, with no plans on leaving.
Tyson loves giving back to the community with both his time and effort. Whether through volunteering his time at local charities or taking on initiatives to support those in need, he is dedicated to making a positive impact wherever he goes. “Giving back to the community that has helped build my character and reputation, I will do everything I can to make a difference”.
Tyson also loves to enjoy the outdoors. In the winter season you can catch him in a duck blind or a deer stand. Once the season changes, he is often on the waters, chasing redfish and speckled trout. “With the crazy Louisiana weather, sometimes I get lucky enough to do both in the same day”. Even on unsuccessful days, Tyson enjoys sharing those moments with friends and family.
Tyson began his journey in the financial world in March of 2022. His passion lies in educating each and every individual that he comes across. Whether you are the business owner, the employee, or the retiree, he is there to help. Tyson is an all around, well versed, individual who comes with a world of knowledge at a younger age. He plans to continue his studies to have answers to any situation that arises. “Having the knowledge of a firm that has been around for 40+ years brings that much more confidence to the table. I am very excited to see what the future has in store here at Advantaged Assets.”
Cole Courtois is a dedicated Financial Professional committed to helping clients achieve their financial dreams and secure their futures. As the third generation in his family business, he combines his competitive spirit and passion for excellence to provide top-notch financial solutions.
Cole attended Louisiana Tech University and the University of Louisiana at Lafayette, Cole was a standout collegiate Track and Field athlete, excelling in Pole Vaulting with numerous accolades, including 3x Conference gold medalist, 3x NCAA Regional Qualifier and 2x NCAA Nationals qualifier. Also holding the Indoor and Outdoor school record in the Pole Vault at Louisiana Tech.
An avid outdoorsman, Cole loves hunting, fishing, and exploring nature's beauty. His mission is to bring the same winning spirit from his athletic career to his clients, ensuring they reach their financial goals.
Cole Courtois is deeply committed to his family, cherishing his marriage to Olivia Courtois and their one-year-old son. He proudly embraces his roles as a husband and father, saying, “Being the best husband and father is what I was meant to be.” Cole's dedication to his family drives his ambition to create generational wealth for them, paralleling his commitment to his clients. With plans to grow his family and continue achieving at a high level, Cole is unwavering in his pursuit of success and legacy building.
400 East Kaliste Saloom
Suite 5100
Lafayette, LA 70508