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 Time On Your Side: Late Retirement Planning Strategies

March 18, 2020

If you’re feeling behind when it comes to retirement savings, you’re not alone. A surprising 70% of Americans are either falling short or don’t know where they stand.1 If you find yourself in this predicament, it’s time to stop...

Build Tax-Free Income For Retirement

March 04, 2020

If there’s one thing almost everyone can agree on, it’s not wanting to pay taxes. After all, who wants to give up their hard-earned money to the government? The retirement savings gap is a multifaceted issue for many working people....

Maximizing Life Insurance Proceeds

February 26, 2020

Life insurance proceeds can allow the bereaved to properly grieve without worrying about money. It gives families the financial protection that’s needed for potential funeral costs, living expenses, or even their financial future. If...