Our advisors

Our team

Renisha Sanders

Renisha Sanders

Operations Manager

Qualifications

  • Bachelor of Science, Biology, Louisiana State University
  • Louisiana Notary Public

Roles & Responsibilities

  • Supervisor of team and office
  • Organization of internal and external processes
  • Strategic development
  • Facilitation of team-wide practice compliance
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Jullianne Parker

Jullianne Parker

Financial Planning Assistant

Qualifications

  • Bachelors of Science, Finance, Louisiana Tech Univeristy - 2016
  • FINRA Series 6, Investment Company and Variable Contracts Products Representative Exam
  • FINRA Series 63, Uniform Securities Agent State Law Exam
  • Louisiana Insurance - Life and Health

Roles & Responsibilities

  • Client concierge for Maureen
  • Manage client service and experience
  • Asset transfers contact
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Nick Hammond

Nick Hammond

Financial Planning Assistant

Qualifications

  • Bachelors of Science, Business Administration with concentration in Finance, Centenary College of Louisiana

Roles & Responsibilities

  • Team Concierge for Mark
  • Client Meeting Liaison
  • Manage Client Service and Experience
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Jordon Davisson

Jordon Davisson

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Math and Physics with concentration in Mathematics, Louisiana State University

Roles & Responsibilities

  • Team Concierge for Maureen
  • Client Meeting Liaison
  • Manage Client Service and Experience
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Kathy Levingston

Kathy Levingston

Client Service Coordinator

Qualifications

  • Bachelor of Arts, Psychology, Louisiana Tech University
  • Louisiana Notary Public
  • Louisiana Insurance License

Roles & Responsibilities

  • Client concierge for both Mark and Maureen
  • Manage client service and experience
  • Senior insurance specialist
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Jeanette Struggs

Jeanette Struggs

Client Service Coordinator

Qualifications

  • Louisiana Life Insurance License

Roles & Responsibilities

  • Team hospitality coordinator
  • Client service scheduling
  • Client data specialist
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Victoria Jackson

Victoria Jackson

Executive Assistant

Qualifications

  • Bachelors of Science, Business Administration, Northwestern State University

Roles & Responsibilities

  • Team Hospitality Coordinator
  • Client Service Scheduling
  • Client Data Specialist
  • Managerial Assistant
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Lauren Prochaska

Lauren Prochaska

Business Development Manager

Qualifications

  • Bachelor of Health Science with concentration in Community and Public Health, DePaul University

Roles & Responsibilities

  • Plan and oversee seminars and events
  • Client referral contact
  • Manage practice website and social media accounts
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Travis Partin

Financial Planning Assistant