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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 Smith

Founder
Investment Advisor Representative

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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.

Learn More About Christy

 

Matt Kennedy

Investment Advisor Representative

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Matt has been with The Presley Group since 2009.  As an Investment Advisor Representative 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.

Learn More About Matt

 

Eva Wilkinson

Client Services Specialist

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Eva has been with The Presley Group since 2006. She attended LSU in the School of Environmental Design. Before joining The Presley Group, Eva worked for several large corporations with over 25 years of experience as an executive secretary/administrative assistant. Eva is responsible for the preparation of applications and new client paperwork. She prepares all of the necessary service forms and manages the service of our clients. Eva prides herself in making the transition process as smooth as possible for you.

 

 

Jenny Malcolm

Business Manager

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Jenny Malcolm joined our team in February 2014. 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 oversees the daily operations and strategic business goals of The Presley Group.

 

Alexis Coleman

Advisor’s Assistant

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Alexis joined The Presley Group full time in January 2016. She graduated from Northwestern State University with a BS in Business Administration.

Alexis is an assistant to our advisors, helping with case design, preparing illustrations and assisting with client service work.

 

Giovanna Drake

Receptionist

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Gia joined The Presley Group in June 2015. She attended Northwestern State University and previously worked in the banking industry.

She is responsible for greeting clients, keeping our database updated with new client information and planning all of our company events and workshops.

 

Debbie DeJean

Bookkeeper

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Debbie joined our team in August 2013. Debbie attended LSU majoring in Accounting. She previously worked for a real estate and investment company for 32 years as the CEO and property management supervisor.

Debbie manages accounts payable, payroll and general ledger.