Our Mission:
Provide financial peace of mind and to assure clients take actions that are aligned with their core values.
Our passion is in our process, and that is to create an enjoyable journey for our clients while ensuring their success.
We are a team with integrity, a supportive culture, a desire to provide meaningful service, and a motivation to be deeply involved in our community.
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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 solid foundation in marketing and over a decade of experience, Courtney is dedicated to delivering accurate and timely information to our clients through both print and digital channels. Additionally, she is responsible for planning and executing all client events. Courtney also offers leadership and management within the practice, reflecting the company's mission and core values.
Danielle's background in Education (Bachelor of Science, LSU) and passion for learning, teaching, and all things technology informs her role as The Cities Group’s Digital Capabilities Specialist. Se can show you and your loved ones how to stay safe online while reaping the benefits of the Ameriprise Secure Site, Total View, and Mobile App.
Jen comes to us with over 20 years of leadership in the banking industry. Her experience with people management, underwriting, and project management combines caring leadership with a strong organizational focus and attention to detail. Jen is committed to helping the team maintain a consistently exceptional experience for our Clients.
I bring 8 years of experience in customer service and 4 years in marketing, along with a strong academic foundation, having graduated with a double major in Multimedia Journalism and Mass Communications, and Communications. Passionate about connecting with others and contributing meaningful work.
I bring 7+ years of experience in providing exceptional client service, primarily in the financial industry, to The Cities Group. As a Client Service Specialist, I am dedicated to providing enjoyable and seamless support to clients and my teammates with a detail oriented and caring approach.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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