Marcel J. Dupre started the business now known as Wealth Planners in 1997 while practicing law. Wealth Planners was created to help manage investments for friends and family in a commission-free environment. As the practice grew and became more successful, more team members were added and clients from California to Florida discovered that Wealth Planners was the investment firm of choice for trustworthy advice and no-nonsense investment management. Over the years Wealth Planners added several strategic partners including Campus Federal Credit Union, an estate planning law firm, two accounting firms, and an insurance agency. Call us to learn more.


Marcel J. Dupre' - President and Portfolio Manager
Marcel founded Wealth Planners in 1997. Marcel is functioning as President, and head of research, compliance, marketing, and information technology areas of the firm. Marcel has an undergraduate degree in economics, a masters degree in business and a law degree. His office is located at the Perkins Financial Center. His direct number is (225) 214-4421.

You may e-mail him at marcel@professionalinvesting.com







Tosha Hodges - Vice President and Client Services Manager
Tosha joined Wealth Planners in January 2000. Tosha is functioning as Vice President responsible for client services and operations areas. She also assists with compliance. Her direct number is
(225) 214-4422.

You may e-mail her at tosha@professionalinvesting.com









Monica Kritner - Senior Administrative Assistant
Monica began with Wealth Planners in January 2006. She assists with new accounts and is responsible for scheduling. Her direct number is (225) 214-4423.

You may e-mail Monica at monica@professionalinvesting.com










Jessica Poret - Research and Trading Specialist
Jessica joined the firm in August 2007. She has worked in the accounting field and is studying finance. She expects to graduate in 2008. You can contact her directly at (225) 214-4425.

You may email Jessica at jessica@professionalinvesting.com