Meet The Team

Dawn is a graduate of Louisiana State University. Since 2003 Dawn has offered personalized services assisting clients with sound strategies for protecting families when they need it the most. Focusing on the individual needs of her clients today and helping them reach their retirement goals is a top priority. She understands the importance of implementing safe money strategies for all stages of life needs. Helping families protect and stay in their own world by preparing for the unexpected is an important part of preparing for retirement.

Misty graduated from Nicholls State University in 2003 with a degree in Business Administration and is a Houma native. After working and putting herself through college Misty moved directly into the insurance industry. Since that time she has worked diligently to bring her clients solutions that provide security and peace of mind to their families. Misty understands the value of hard work and having a plan to prepare for the future no matter your stage of life. She can provide you with an assessment of your current situation to help you avoid common mistakes in and approaching retirement safe money strategies for all stages of life needs. Helping families protect and stay in their own world by preparing for the unexpected is an important part of preparing for retirement.

John is a Mechanical Engineer and a graduate of Georgia Institute of Technology. After an international career in the oil service industry he enjoys partnering with his wife, Dawn. John brings a high level of technical analysis and experience to the organization. He can help you evaluate your situation by producing a custom economic model creating a visual approach to assist you in making decisions during your lifetime. John understands avoiding the losses can provide more opportunity than picking the winners, which is a very important aspect of planning before and during retirement.

As a licensed independent agent Terri understands the importance of quality customer service. She believes in providing a personalized client experience and values the importance of your time. Her knowledge of the industry equips her to handle a variety of insurance needs for both individuals and businesses. Terri is dedicated to providing confidential, efficient and friendly service to meet your and your family’s needs.