Our advisors

Our team

Jamey Scott

Jamey Scott

Office Manager

Qualifications

  • LA Life and Health Insurance Licensed
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Kristi Wagner

Kristi Wagner

Paraplanner

Qualifications

  • Series 7 Licensed
  • LA Life and Health Insurance Licensed
  • LA Notary Public
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Virginia Gleaton

Virginia Gleaton

Client Service Coordinator

Amy Crain

Amy Crain

Client Service Specialist

Linda Abee

Linda Abee

Client Service Specialist

Kathy Bryant

Kathy Bryant

Client Service Specialist

Ashley Laroche

Ashley Laroche

Business Development Specialist

Casey Whitaker

Casey Whitaker

Business Development Specialist

Mindy Smith

Mindy Smith

Client Service Coordinator,

Practice Manager
Jessica Marbury

Jessica Marbury

Marketing Consultant,

Administrative Assistant
Alli Heath

Alli Heath

Business Development Specialist

Qualifications

  • LA Life and Health Licensed
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Jenay Champion

Jenay Champion

Marketing Specialist

Qualifications

  • Bachelor of Business Administration with a major in Finance
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Connie Kittrell

Connie Kittrell

Paraplanner

Qualifications

  • More than 10 years experience in financial services industry
  • • FINRA Series 7 and Series 66 licensed
  • • MS State Life, Health, Accident and Variable Products licensed
  • • Bachelor of Science, Finance and Economics, William Carey University - 1997

Roles & Responsibilities

  • Connie has been with Ameriprise and Elsbeth H. Welch since November 2003. She plays a vital role in multiple practice operations in her responsibilities as a licensed paraplanner.
  • Connie is in charge of financial plan development, securities trading and general account transactions, client correspondence, licensing and compliance maintenance, and information technology.
  • She also provides support with appointment and application preparation and follow up, advisor website and newsletter maintenance, and marketing.
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Shay Malpass

Shay Malpass

Administrative Assistant

Dana Shaffer

Dana Shaffer

Client Service Coordinator

Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Cedell Bledsoe

Cedell Bledsoe

Paraplanner

Qualifications

  • Series 7
  • Series 66
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