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We help modern professionals, business owners, and families just like you align their money with their life.

While there may be a few financial planning options out there, we know they may not vibe with you, your lifestyle, or your financial goals. You need financial planning that’s as modern as you — online, accessible, and simple. That’s why we we’re here.

Bring those big dreams to life

We know that you’re not just in it for the money. That’s why we help modern professionals align their money with their life.

Plan for the future and the unknown

We help you figure out how to make the most of your earned and soon-to-be earned money and how to prepare for all of life’s changes and obstacles.

Live the life you’ve designed

As your partners in finance, we’ll help you dream, design, and do what you want: live a life you love, powered by the money you worked hard to earn.

Ready to start your financial planning journey?

We are here to help you make the most of your hard-earned cash… and figure out what the future really looks like.

GenerationWealth20

Dustin R. Granger, CFP®
Wealth Advisor, CEO

Certified financial planner™ professional
B.S. Business administration, management,
Louisiana State University
Series 7 held through LPL financial
Series 66 held through our RIA NewEdge Advisors
Licensed insurance producer

Dustin’s personal mission statement can be summed up into a few words: improve lives, lead and inspire others. He has a special talent for vividly envisioning the future and turning his dreams into a reality—a talent he enthusiastically applies to his clients’ plans.

After graduating from LSU in 2002, Dustin began his chosen career as a financial advisor with A.G. Edwards. In recognition of his personal and professional achievements, Dustin was invited to join his father’s financial planning practice.

In 2006, Dustin earned his CERTIFIED FINANCIAL PLANNER™ certification. Since then, he has worked with a range of clients and built trust and long-term relationships with each.

Together with his lovely wife Lauren and their two daughters, Mireille and Inès, Dustin likes to stay active both physically and mentally. He enjoys leisurely bike rides to the lakefront, traveling to exciting destinations around the world, tailgating at Tiger Stadium and getting involved in local community actions and state politics.

Danielle Granger Nava, CFP®
Wealth Advisor, VP

Certified financial planner™ professional
B.S. Business administration, marketing,
Louisiana State University
Series 7 held through LPL financial
Series 66 held through our RIA NewEdge Advisors
Licensed insurance producer

Danielle earned her B.S. in Business Marketing at LSU in 2005, and she earned her CERTIFIED FINANCIAL PLANNER™ certification in 2018.

Before joining her family’s practice in 2015, she worked with entrepreneurs and business owners as a marketing, social media, and business strategy consultant for 10 years. 

Danielle’s passions include helping others reach their goals, community building, raising awareness around the gender wealth gap and educating women of her generation on how to build their wealth, no matter what their situation. 

Nava is a proud member of LPL Financial’s Advisor Inclusion Council, which is designed to cultivate an inclusive selection of advisor communities, to support the growth of underrepresented advisors within the LPL family, and to meet the evolving needs of the investors they serve.

Together with her husband Andrés Nava, they live in a historical home in downtown Lake Charles with their 4 year-old twin girls, Adora and Vida, and two cats, Niko and Olivia. She is the creator of a grassroots music festival called the Charpentier District Front Porch Series and can often be found playing tennis, hanging out at the local festivals with her family or working on her women + wealth blog, daniellenava.com.

Maxwell Sprigg
Wealth Advisor

B.S. Finance, Mcneese State University
Series 7 held through LPL financial
SERIES 66 HELD THROUGH OUR RIA, NEWEDGE ADVISORS

Max specializes in helping build financial plans, running our high-end financial planning software, assists in finding investment models/solutions that fit our clients’ needs, and manages account investments.

Max was born and raised in Sulphur, LA and graduated from Sulphur High School in 2005. He attended McNeese State University from 2005-2008 where he pursued a degree in Chemistry and was also a member of the Symphonic, Jazz, and Pride of McNeese Marching bands.

In 2009, Max moved to Austin with his band Ashes of Babylon (8-piece Louisiana Reggae group). When the band decided to take a break, Max made plans to move back to Lake Charles and enrolled back at McNeese State in 2017. In 2019 he graduated with a B.S. in Finance.

Max’s interests are in music and being a volunteer for local service organizations. He is currently a member of the Imperial Calcasieu Museum Board.

 

Melissa "Missi" Borne Dugas
Operations Manager

B.S. Business administration, University of Louisiana at Lafayette 1993
Series 7 held through LPL financial
Series 63 held through LPL financial
Series 66 held through our RIA NewEdge Advisors
Licensed insurance producer
Notary public

Melissa, commonly known as Missi, earned her B.S. in Business Administration from ULL in 1993. While attending college, Missi began her career in the financial industry working with First National Bank in Lafayette, now known as JP Morgan Chase. 

During the bank mergers, Missi decided to transition her career from banking to investments by working with a major investment firm in both their wire house and independent channels.

Missi specializes in creating and maintaining client relations and ensuring that every client experiences the “WOW” factor.

Missi grew up in Crowley, LA and she lived in Scott, LA for many years with her family. She has two daughters, Jaimee and Jessica. In addition to her daughters, she has been blessed with two grandchildren, Taylee and Nicholas, and River who will make his debut in 2023.  Just recently, she purchased a cottage home and moved back to Crowley to be closer to her family.

In her spare time when she is not spending time with her family and working on her project home, she enjoys camping, fishing and listening to live music at local venues and events.

grandchildren holding up a sonogram

Allison “Ally” Smith, FPQP™
Paraplanner

Financial Paraplanner Qualified Professional™,
ASRC, Fresno City College

Ally graduated from Fresno City College in Fresno, CA with an Associate Degree in Respiratory Therapy. After graduating, she started her career in the medical field but eventually transitioned into finance where she found her true passion. Allison feels strongly about helping people reach their financial goals.

Allison specializes in data gathering, building out financial plans and creating reports. In 2021, she received her Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning. This has given her the foundation to be able to give clients a comprehensive picture of their financial well-being.

In her spare time, she enjoys traveling with her husband Victor and son Tristan. She likes being active and catches a Pilates or yoga class when she can.

LPL Financial

Generation Wealth works with LPL Financial to help meet our clients’ financial needs. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation. They help us by providing tools and resources that help identify our clients’ priorities, dreams, and passions, analyzing and developing financial plans, and making recommendations that put clients on the path to achieving their goals. For more information about LPL Financial, visit www.lpl.com.

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