Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
With more than 20 years of financial services experience, Dawn strives to ensure that our clients’ financial planning needs are handled accurately and inline with the clients' retirement goals. Dawn also leads as our Insurance specialist.
With a strong marketing communications background coupled with more than 10+ years of marketing industry experience, Courtney strives to ensure that our clients receive accurate and timely information through print and digital marketing. She also plans and executes all client events.
Courtney also provides leadership and management to the practice that mirrors the mission and core values of the company.
With a background in education (10+ years in the classroom) and a passion for helping others, Danielle strives to ensure that clients' administrative and scheduling needs are met. She also helps clients to navigate the secure site and mobile app.
Danielle received her Bachelor's of Science from Louisiana State University.
Audra joins the team with 10+ years of experience in customer service. She is eager to apply her expertise to this role, including her attention to detail and her organizational skills. She thrives in a team environment but also excels professionally as an individual.
With a strong background in customer service, Jessica strives to provide exceptional client service. Jessica joins our practice with 15+ years in customer service. She prides herself on her analytical thinking skills and attention to detail. Jessica graduated from Perdue University with a Bachelor's Degree in Business Administration.
Chrissy comes to our team with 25 years of banking and management experience. She excels in managing processes and people, and ensuring we are achieving team goals. She believes that building relationships create a foundation of trust, leading to a successful team. Leadership comes in many different “colors”. With Chrissy's years of experience, she can help identify areas of opportunity from an operational stand point.
Stephanie joins our practice with 10 years of experience in the financial services industry. She prides herself in being detail-oriented and enjoys helping to provide clients with financial freedom. In addition to the wealth of experience that Stephanie brings, she is also motivated to be a part of a larger team and can't wait to grow in her career. Stephanie received her bachelors degree from Drake University.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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