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.
Investment Advisor Representative
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 with our low volatility investment approach.
Investment Advisor Representative
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.
Client Services Specialist
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.
Alexis Coleman joined Presley Wealth Management in 2015. She grew up watching her mom make a difference in others’ lives and chose to follow in her footsteps. Now, Alexis assists with case design, preparing illustrations and other client service work.
Alexis currently holds her life, accident and health insurance licenses as well as her Medicare designation. She graduated from Northwestern State University with a Bachelor of Science in business management.
Away from the office, Alexis enjoys cheering on the LSU Tigers during football season and going on walks with her dog, Buddy. She and her husband, Danny, have one son named Grayson and live in Denham Springs.
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.
Client Service Specialist
Jacob assists clients in the application process by submitting all required documents and forms. He also helps with other requests, such as processing withdrawals, cash requests, updating information and applying contributions.
Jacob holds a Bachelor of Science in Finance from Louisiana State University. He has over 15 years of experience in building easy-going relationships with clients while guiding them through financial processes, from mortgages to many other financial and account needs.
A lifelong resident of New Roads, Louisiana, Jacob enjoys fishing, LSU football and spending time with family and friends.
Client Relations Specialist
Casey Caccamo joined Presley Wealth Management in 2017 as a client relations specialist. She sees to it that appointment scheduling processes run smoothly and client documents are processed efficiently.
Casey has lived in Denham Springs all her life and is currently working toward her degree at Southeastern Louisiana University. She enjoys the welcoming environment Presley Wealth Management brings and loves getting to know clients on a more personal level.
When not in the office, Casey can be found spending time outdoors or with her older brother and grandparents.