Broker Check


Established in 2006 as a boutique private business bank, Business First Bank has grown into a $1.1 billion+ financial institution with 19 locations thoughout Louisiana and Texas. With a mission to be the financial institution of choice for enterprises, their owners and employees. In January 2015 Business First Bank opened Business First Wealth Solutions Group. “B1WSG” strives to provide our clients with the highest standard of personal service by understanding and supporting their life goals and by innovating solutions for their financial situations.

Our skill in harnessing the vast resources of LPL Financial enables us to address the needs of high net worth individuals and families. We provide a wide range of financial products and services, with particular depth in complex investment planning initiatives.

Business First Wealth Solutions Group has a national footprint of resources, with teams of professionals with experience in every facet of investment and wealth management. Serving a limited number of clients, your team can give you the time and attention you need. When you choose us as your trusted advisor, you experience integrity and insight – not in a liaison role, but in an active partnership and consultative role.