Meet The Presley Group
The Presley Group was founded in 2006 by Christy Smith. Located in Denham Springs, LA, The Presley Group was founded with one goal in mind: to help retirees and those nearing retirement plan for their financial future. At The Presley Group, we approach each client individually to assess their unique situation, as no two situations will be the same. Our mission is to clarify each individuals retirement goals and plan in order for our clients to realize their financial dreams and plan for their retirement needs.
At The Presley Group, our number one focus is providing the best retirement plan for each individual. Our goal is not to sell a product but to sell a retirement plan that will provide guaranteed income over the full course of your retirement. We strive to educate our clients on the best plan for their retirement by using the dozens of retirement products available. We don’t provide a quick fix or a one size fits all retirement plan, we work one on one with each of our clients to identify the best possible fit for their needs.
Christy is the Founder of The Presley Group. She has been helping people plan for their retirement since 1998 and has worked in the retirement and insurance industry for many years. Christy is here to work with you to find the best possible solutions to your retirement needs, and to help you protect your retirement nest egg.
Associate Retirement Specialist
Matt has been with The Presley Group over the last 5 years. As an associate retirement specialist and certified estate planner, Matt has worked with many of our clients to help them plan for their retirement and ensure their peace of mind. Matt is here to help you with everything from your annual review to allocations.
Client Services Specialist
Eva has been with The Presley Group many years and is responsible for the preparation of applications and new client paperwork. Eva prepares all the necessary service forms and is responsible for the service of our clients. Should you need any reports created or forms completed, she would be happy to help you. Eva prides herself in making the transition process as smooth as possible for you.
Taylor began working for The Presley Group in February, 2013. As the Marketing Director for The Presley Group, Taylor is responsible for developing our brand and spreading the word about our services throughtout Baton Rouge and the surrounding areas. He is responsible for keeping in touch with our clients, scheduling our retirement workshops and client events, and manages our online presence including our blog, Facebook, LinkedIn and Twitter accounts.
Client Relations Specialist
Jenny Malcolm joined our team in February as a Client Relations Specialist. Jenny graduated from the University of Southwestern LA in Lafayette with a BS in Finance. She previously worked for a Major Corporation for 16 years holding various positions such as Implementation of new clients, Management, and served her last 8 years as a Project Manager. Jenny recently married in October, 2012. Shortly thereafter, she decided to take a year off of work to spend time with her new family. She has a 21 year old step daughter, Stephanie, who is attending college in MS.