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Meet Jack Branch in Covington, LA
Jack Branch has been an advisor in Louisiana since 2001 helping clients plan their objectives, clearly identifying the risks that inhibit those goals from becoming a reality, and putting together a custom plan for each client. Jack has been recognized nationally and locally as a top advisor to professionals, CPA’s, business owners, and entrepreneurs seeking a holistic plan not just a boiler plate one size fits all plan.
His work history, before he began with the financial industry, gives a fresh outlook on things to look at versus having been in only one industry throughout his entire career. Jack is a graduate from the University of Tennessee in Knoxville and lives in Covington with his wife, Renee. He is an active member of Northshore Bible Church in Covington, avid fisherman, husband, father, and active supporter of JH Ranch and Band of Brothers initiatives. Jack and Renee have three children; faith and family are the foundation of his values.
Meet Donna McElroy in Metairie, LA
Donna began in the financial business as a part-time teller at a local bank in 1991. She was quickly given several promotions as her dedication to customers’ needs was apparent and appreciated. Unfortunately, the bank was bought out, which changed Donna’s trajectory to seek out an education to obtain her insurance license, she started her firm, she’s the current president of Financial Investment Services.
Donna thrives on making a difference for her clients, securing their financial needs. Not just focused on Annuities and Life Insurance but with all retirement and financial needs as well. Ensuring a safe retirement for her clients gives her more joy than any amount of money ever could.
Meet Derrick Loflin statewide in Louisiana
Derrick Loflin specializes in helping individuals and families prepare financially for retirement with the proper Safe Income Planning Strategies, educating clients on options to generate more retirement income and how to not only securely protect their money but also provide strategies to grow their money during uncertain economic environments.
Derrick’s career in the Financial and Insurance Industry started a few years before the 2008 economic crash. He has more than 15 years of experience helping people protect and grow their money. Derrick has assisted hundreds of individuals and couples over his career by creating a solid financial foundation, as well as generating a secure retirement income that they cannot outlive.