Office Support

Lauren Harting

Director of 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

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

Uncovering Truths About Life Insurance

October 23, 2019

Life insurance may seem bewildering at first glance, but it can be very simple. This insurance serves the purpose of lessening the financial burden on the family when a loved one passes away. If you have anyone that relies on you...

Maximizing Your Retirement Benefits

October 16, 2019

Retirement might sound like a far-off dream, but it’ll become reality sooner than you think. You’ve worked hard for it and if planned right, you can enjoy the retirement that you’ve always envisioned. Here are a few tips that can have...

Protect Your Finances from Natural Disasters

October 09, 2019

In the past few months, we’ve witnessed a number of natural disasters. With Hurricane Season looming over our coastal areas, being prepared can help you, your family or your business minimize the impact of not just hurricanes, but of...