Katie Cuccia Hebert, MBA, brings eights years of experience in financial services.
HOUMA, Louisiana—September 29, 2020—Hassell Wealth Management is pleased to announce that it has hired Katie Cuccia Hebert, MBA, as a Wealth Advisor.
Hebert joins a team that includes three other Wealth Advisors at the Houma-based financial planning and investment management firm. A Houma resident herself, Hebert builds comprehensive financial plans while serving as a financial partner for clients’ life journeys. Her specializations include retirement and income planning.
“We were thrilled to bring Katie on board,” said Tom Hassell, CLU®, ChFC®, the firm’s founder. “She combines expertise and empathy—both of which are essential for a wealth management firm focused on relationships. She is also committed to our fee-only, fiduciary model and has a clients-first mindset that complements our firm well.”
Hebert started working at Hassell Wealth Management in June. She has eight years of experience in financial services; a Master of Business Administration from the University of Louisiana at Lafayette; and a bachelor’s degree in business administration from Louisiana State University. She said she was thrilled to discover the firm’s focus on providing clarity, strategy, and accountability in helping clients achieve their goals.
“I got started in financial services because an internship showed me how a financial advisor can have a variety of strategies work together on a client’s behalf,” Hebert said. “It’s like putting together a puzzle. Hassell Wealth Management gives me the opportunity to apply that kind of comprehensive analysis while offering the clarity and long-term accountability with clients that I love.”