Our advisors

Michael T Pfeffer

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Michael T Pfeffer Visit Michael T Pfeffer's website


Our team

Brenda K. Miller

Practice Manager,

Client Service Manager

Personal Intro

Brenda is fairly new to Louisiana but has extenstive management experience. She was born in Africa, has lived in Canada and loves to travel. She has one adult daughter and one grandson that she loves with all her heart. She loves to Kayak and explore and spend time at the beach whenever she can.

Roles & Responsibilities

  • Brenda's primary responsibilities are to insure a high quality, efficient, responsive and professional servicing relationship with all clients and prospective clients.
  • She is responsible for most basic interactions with clients and prospective clients including scheduling and administrative issues.
  • Her years of customer service experience position her well to provide the practice the support needed to insure that tasks are scheduled, responded to and completed, so that I can focus on advising.
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Victoria Jeansonne

Administrative Assistant

Roles & Responsibilities

  • She is responsible to help conduct the smooth operation of a and friendly client centered financial planning office.
  • She will provide administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence.
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