Baton Rouge (April 2024) – Attracct Accounting Advisors LLC is proud to announce the launch of Attracct Financial Advisors. This strategic partnership incorporates the expertise of Donny Schmitt, financial advisor and licensed insurance agent, as well as associates Cade Seymour and Sara Freeze, under Attracct’s existing suite of fractional financial management and tax advisory services.
Donny brings more than 15 years of experience advising business owners, medical students and physicians, and other individuals on crafting holistic wealth management, insurance, and retirement plans. As a licensed property and casualty insurance agent who holds Series 6, 7, 63, and 65 securities licenses, Donny provides highly customized, thoughtful plans that align with each client’s current priorities and long term goals.
“Many business owners create a plan for their personal finances then set it on autopilot and never revisit it,” Donny said. “Partnering with the Attracct team affords me enhanced visibility into my clients’ full financial profile, to provide ongoing guidance as their careers advance and priorities shift. Whether a client’s focus is real estate investment, business growth, or maximized retirement income, collaborating with the other financial personnel involved in each client’s grand scheme positions us all to provide better informed, more effective services.”
Founded in 2022 by Armand Michaud and John Roberts, Attracct Accounting Advisors is a boutique consulting and tax firm offering highly customized solutions for scaling small and mid-size businesses. With accounting and financial leadership experience spanning public accounting, industry, small businesses, and non-profits, Attracct aims to equip business leaders with financial plans and tools to forecast and plan for the future, with scalability at the forefront.
“The professionals who put together the elements of a solid financial plan rarely talk to each other. There’s a level of education and proactivity that is often missing, whether that’s for the business or individual finances,” said John Roberts, Attracct Co-Founder and Principal. “What we’re building by bringing Donny’s team on board is a boutique, continuous, comprehensive operation for business owners, where both their business and individual tax professionals and insurance providers are talking to the accountants, attorneys, investment and finance managers to develop the best possible 360-degree plan.”
Operating under one roof, Attracct plans to marry its custom business finance and tax advisory services with individual financial advice and management.
“In this line of work, I’ve been around a lot of financial advisors, and rarely do they teach me something new. What we found in Donny is an incredibly hard-working professional who has the same commitment to outside-the-box thinking and creative client service that aligns well with our Attracct values,” said Armand Michaud, Attracct Co-Founder and Principal.
