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

Three Tips to Start Saving Now

January 15, 2020

Saving is something many people wish to do more of, but a study finds 58% of Americans have less than $1,000 tucked away in their savings.1 Because we live in a society of consumerism and consumption, we spend beyond our means and have...

Why Even Single People Need Life Insurance

January 08, 2020

Life insurance isn’t just for those married with children, single adults without children can benefit from it, too. When you’re single, healthy, and childless, a life insurance policy is probably the last thing on your mind. You might...

Preparing for Tax Season

January 06, 2020

Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here and there are many things you can do to be prepared and organized. Here are a few simple tips...