Our Team

Patrick has always been passionate about helping others. It’s no surprise that his wife, Ashley, encouraged him to become a CPA; it was a natural fit. Now, over 20 years later, Patrick has helped many people retire with dignity and independence by helping them develop and execute a personalized financial plan.

Patrick has always believed that everyone has been given certain gifts, and uses his skill with numbers and protective nature to help others. After a family member was a victim of financial fraud, Patrick goes out of his way to educate others to prevent the same thing from happening to others.

Prior to joining Bon Vue in 2018, Patrick worked for Southern Farm Bureau Life Insurance Company as an Estate Planner. In his career, he has earned his CPA license and CERTIFIED FINANCIAL PLANNER™ designation. He also graduated from Louisiana State University with a degree in accounting. These certifications not only give him a deep knowledge of many aspects of financial planning but also prove his commitment to putting his clients' needs first.

Beyond work, Patrick loves spending time with his wife of 22 years, his three children, and his friends. His loved ones are his inspiration to be a better person and to show up every day.

Warner has helped clients plan for and pursue their financial goals for over 12 years. Being able to watch his clients work towards their goals is the greatest reward in his career.

Warner holds his Series 66 and Series 7 licenses with LPL.

Outside of work, Warner enjoys reading, traveling, and spending time with his family.

Carol started working as the receptionist in the original Stone, Houston & Associates in 2010.  Currently she serves as an Administrative Assistant helping with onboarding new clients, servicing and day to day operations.  During her career, she’s directly contributed to creating a positive work environment by making people feel welcome, respected and comfortable. She’s never met a stranger and enjoys the interactions with the clients, advisors and teammates. 

Prior to working in the investment field, Carol served as a Customer Service Representative and was licensed in P&C and L&H.  As part of the Bon Vue team, she loves working with a group that aligns with her values and proves integrity exists.

When Carol is not working, she is happiest when spending time with her family.  Both of her sons and daughter-in-law serve in the USAF, so family time is rare and precious.  Her grandchildren Raleigh and Addie Mae are the biggest joys in her life.  Carol and her husband, Jerry also enjoy camping and serving in their church.  Out of the outreach ministries she’s involved in, her favorite is Operation Christmas Child, a project that delivers gift-filled shoeboxes to children around the world.

Ashley helps support our financial professionals in managing accounts, onboarding new clients, and being a positive force within the office. She’s intuitively able to find potential issues and step in well before anyone would even know.

Prior to joining the firm, Ashley was a stay-at-home mom and homeschooler to her three kids. She uses the skills learned from her elementary education degree from Louisiana State University and retail management experience to help clients plan, strive for, and enjoy their successes.

Being married to Patrick, the owner of Bon Vue Wealth Management, she has a deep understanding of the business and the people within it. Ashley was the one who encouraged Patrick to follow his dream of a career in wealth management, and in turn, he encouraged her to join the firm so they could work together.

When she’s not working, Ashley enjoys reading, cooking, yard work, and spending time with family and friends. She’s also an avid organizer, or as the kids call it: “throwing out all our stuff.”