Liddi Shields has been with Bart Broussard, CFP® since August 2007. She is responsible for processing all investment business, which includes preparing, submitting and following up with new business. Liddi is the main point of contact for all your servicing needs. She also handles preparing for client appointments.
Liddi is a lifetime resident of Thibodaux, LA and resides with her husband, Trey, and their children, Harry and Julia.