Skip to main content
menu

Client Access

  • Home
  • Our Founder
  • About
    • Our Process
    • Our Philosophy
    • Who We Serve
    • M Financial
    • UBA
  • Our Team
    • Principals
    • Staff
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Executive Benefits
  • Resources
    • Financial Calculators
    • Useful Links
    • 2023 Social Security Reference Guide
    • American Rescue Plan Act - COBRA Premium Assistance
  • Contact

Trey Suffern, CFP®, CPFA

Investment Consultant
treysuffern@beckersuffern.com

Diane Satter

Director of Insurance Services
dsatter@beckersuffern.com

Karen Perilloux

Client Service Specialist
kperilloux@beckersuffern.com

Jodi Arieux

Investment Operations
jarieux@beckersuffern.com

Trisha Vogt

Administrative Assistant
tvogt@Beckersuffern.com

Ronda Rossley

Administrative Assistant
rrossley@beckersuffern.com

Amanda Nunez

Digital Communication
anunez@beckersuffern.com

Laura Barrilleaux

lbarrilleaux@beckersuffern.com

Office

1245 West Causeway Approach
Mandeville LA 70471

Contact Info

(985) 674-9120
rrossley@beckersuffern.com

   

Get in Touch

Securities and advisory services offered through Prospera Financial Services, Inc., Member FINRA, SIPC

To view the Firm’s CRS, please click here.

Becker Suffern McLanahan, Ltd. does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.    

© 2025 Becker Suffern McLanahan, Ltd. All rights reserved.