Find a Financial Professional
John spent 20 years working for securities firms in Tennessee, Florida, and Louisiana, before settling in Mississippi. These years of experience led him to the following philosophy regarding financial advice: planning, teamwork, timely...
Partner, CERTIFIED FINANCIAL PLANNER™
Emily is proud to be a part of the family business and to serve her clients with the utmost respect and quality service. She is a graduate from Louisiana State University with a Bachelor of Science degree in management. Additionally...
CERTIFIED FINANCIAL PLANNER™
Lee has been with Bergeron & Plauche since 2014 and is a Certified Financial Planner. He is a graduate of the University of Mississippi where he earned a Bachelor of Business Administration in Banking and Finance as well as a Masters...
Client Relations Manager
Stephanie joined the Bergeron and Plauche team in 2017 after having spent years working in the non-profit sector. She is an instrumental part of the process in helping clients obtain their financial goals by providing the utmost level...