Our Team

My mission is to make a meaningful positive difference in the lives of my clients, and in doing so become their lifetime trusted advisor. I have an MBA from California Coast University and am very involved in my community. I belong to numerous industry and professional associations. I enjoy the outdoors as an active father and grandfather.

Your biggest asset is your ability to continue to earn an income through all the stages of your life. My focus is to protect and grow that income. In my time at Wegmans Food Markets as a Corporate Food Safety Manager I found a caring and risk-based approach to decision making was the best way to keep individuals and families safe. By using the same approach, we can keep your biggest asset secure.
As a 3rd generation family member providing financial services, my goal is to help business owners and individuals make wise decisions about their money.

Todd Villarrubia has built one of the foremost Estate Planning Firms in the Southeast United States which has been recognized as one of the top 200 fastest growing law firms in the United States for 2 consecutive years. He has over twenty-five years of experience working exclusively with business owners in protecting their life’s work from taxes, the government and creditors. He is also the founder of Fountainhead Global, LLC and is VP of business Development for AquaMed Global, LLC.

Todd earned a Masters Degree (LL.M.) in Tax Law from Emory University in 1993, is a Board Certified Expert in Estate Planning and Administration, is an Accredited Estate Planner (AEP) and is admitted to practice before the United States Tax Court. Todd has given numerous presentations to attorneys, CPA’s, financial advisors and the public including at Money Watch Live, National Business Institute, Louisiana CPA Society, AICPA, Tulane Estate Planning Institute, the LSU Annual Estate Planning Seminar, NAIFA and has been qualified by the Louisiana Department of Insurance to present continuing education programs discussing various tax and estate planning topics. Todd has been named in Louisiana Super Lawyer, is recognized by his peers with an A/V-Preeminent rating, which is the highest possible rating from Martindale-Hubbell for ethics and professionalism and was named one of the top 100 estate planning attorneys in the country by Worth magazine.

Todd was born in New Orleans, graduated from Archbishop Rummel High School in 1984,  received his Bachelor of Arts degree from the University of New Orleans in 1988, his Juris Doctorate from Louisiana State University in 1992, and his L.L.M. in Taxation from Emory University in 1993.  Todd enjoys spending time with his daughters, the Saints and Dolphins, Montana, sailing, photography and traveling.
 

Jennifer Gerarve is the Vice President of the Financial Planning Division and is responsible for the preparation and implementation of the financial plans. Jennifer is the graduate of the University of New Orleans, where she studied mathematics with a concentration in economics. She earned her Certified Financial Planning (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as The Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plan Specialist (CRPS®) designations awarded by the College for Financial Planning. She began her career in the industry in 2003 and is dedicated to understanding the goals and dreams of each individual and thereby creating a customized plan as a roadmap to help achieve those goals.

Jennifer works with a local association by providing financial services education to its members, she is on the advisory board of the New Orleans Education League of the Construction Industry and is a member of the local Toastmasters Club. She is a native of New Orleans and has 3 children.

Blake Gillies DIA- Director of The DI Concierge- After graduation, Blake accepted an internship with Ameritas Investment Corp. (AIC) and Ameritas Life Insurance Corp., both in Lincoln, NE. His internship was comprised of working diligently with the Senior Vice President of Strategic Alliances, including a six-month tour of the various AIC Broker/Dealer departments throughout the country. Blake is an involved member of the National Association of Insurance & Financial Advisors, serving at the Local, State and National levels. He is the 2018 NAIFA-Greater New Orleans President, a NAIFA-Louisiana Board Member & a NAIFA National YAT Committee person. He has been acknowledged for this service to NAIFA by being honored in 2016 as the New Member of the Year for NAIFA Greater New Orleans & Louisiana. Blake is also involved in the New Orleans Miracle League, with the K’s for Kids Foundation.

Blake married Brooke in January 2018. They reside in Ponchatoula, Louisiana. His hobbies include hunting, fishing & spending time with ever-growing number of pets. His Dad, Keith, is a NAIFA National Past President.