Office Support

Lauren Harting

Customer Relations

Lauren Harting is Circle of Advisors’ Director of Customer Relations Lauren Has been in the customer service industry for 12 years, Lauren expresses enthusiasm and interest in providing excellent customer service to our clients....

Lisa Berdeaux

Director of Account Services

lisa@circleofadvisors.com

Lisa Berdeaux is Circle of Advisors’ Customer Service Specialist. Lisa has over 15 years in client services and experiences. Her mission is to deliver a holistic customer experience, ensuring that our Circle of Advisors have a...

James Lemay

Annuity Research and Design Specialist, Financial Independence Group

Maggie Etter

Sales Associate, Financial Independence Group

Monica Breeding

Marketing Consultant, Financial Independence Group

Andrea Koehler

Senior Case Manager, Financial Independence Group

Hamilton Morales

Social Security Strategist, Financial Independence Group

T.J. Whalen

Life Insurance Research and Design Specialist, Financial Independence Group

Shawn Sigler

SVP Annuity/Life Research and Design, Financial Independence Group

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Contact

Toll-Free: (800) 720-4252

Office: (636) 720-1900

Fax: (636) 720-1906

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Latest Blog Post

Get Mortgage Relief from the Financial Impacts of COVID-19

April 08, 2020

As the number of COVID-19 cases in the U.S. continue to rise, Americans are seeing their hours cut, jobs disappearing, and expenses adding up. While the situation remains grim and many are waiting to return to work, homeowners are...

We’re Here for You!

April 07, 2020

In light of the coronavirus (COVID-19), we understand the concern and uncertainty you may be experiencing. As your entrusted financial professionals, we value not only the financial health of our clients and their families, but also...

What the Extended Tax Deadline Means For You

April 01, 2020

Amid the COVID-19 outbreak, the Treasury Department and Internal Revenue Service (IRS) announced that the tax deadline is being extended from April 15, 2020 to July 15, 2020.1 This allows three additional months for taxpayers to file...