Your Go-To Financial Advisor
“Everyone's economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with financial products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child's post-secondary education, or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan. If you ever have questions about your plan or specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have”
- Gigi Lavergne, CEP, CAS, LTCP, RICP
Gigi Lavergne is a proud US Air Force veteran with 30 years of Accounting and Finance experience.
She attained her undergraduate degree from The Community College of the Air Force and Troy University before working in the insurance field. Since then, she has expanded her licenses to include Certified Estate Planning and Annuity Specialist designations from the Institute of Business and Finance.
As a registered representative of SagePoint Financial, Inc., Gigi has helped manage the sales and support of $80 million in client assets which included regulatory compliance, bookkeeping, and event planning. Knowing the intricacies of the financial industry, Gigi can tailor her skills to meet the needs of various clients and their families.
In addition to her duties as an investment advisor representative, Gigi is active in her community and participates in her church's outreach events. She currently serves as a coordinator for Financial Peace University and holds educational workshops for the Society of Financial Awareness, a 501(c)(3) organization.