Ronald Menard, Founder and President, RFC. For over three decades Ron's priority has been to help clients work towards achieving a secure financial future. He is an Investment Advisor Representative with Voya Financial Advisors, maintaining the Registered Financial Consultant (RFC) designation and a member of the Million Dollar Round Table, which is a premier association of financial professionals that provide resources to improve technical knowledge and skills.  Ron helps to provide clients with the objective guidance and effective strategies that incorporate equity and fixed income investments, wealth preservation, asset management, annuities, mutual funds, qualified retirement plans and life insurance. He holds Series 6, 7, 63, and 66 registrations as well as licenses for life, health and accident insurance.

 

Adam Greene, Certified Financial Planner (CFP®), Investment Advisor Representative of Voya Financial Advisors.  Adam began his career as a financial advisor almost a decade ago after earning a Bachelor's Degree in Economics from Louisiana State University (LSU).  His interest in financial planning was influenced at a young age by his grandfather's involvement and success in investing.  Adam was further inspired to pursue a career as a holistic financial planner when he witnessed firsthand the unfortunate impact on others, resulting from a lack of planning or protection.  His mission today is to help clients avoid these pitfalls.  He accomplishes this by advising clients in the areas of asset accumulation, wealth management, risk management, estate planning strategies, and retirement income planning.  Adam is passionate about helping people evaluate, plan and accomplish thier financial goals.  He holds Series 7 and 66 registrations as well as licenses for life, health and accident insurance.

 

 

Brad Kurtz, Junior Advisor, Investment Advisor Representative of Voya Financial Advisors.  Brad has been with Menard Financial Group for 10 years.  He is the advisor assistant for Ron Menard.  He ensures Ron is prepared for every appointment along with follow ups from appointments.  He is the coordinator between Ron and your investment advisory team.  Brad also works hands on with the marketing of Menard Financial Group.  Brad graduated from Southeastern University with a Bachelors Degree in Business Administration/Management and also holds an Associates Degree in Business Technology.  He holds Series 6, 7, 63 and 66 registrations as well as licenses for life, health and accident insurance.

 

 

Vicki Saunders*,  Executive Assistant.  Vicki has been with Menard Financial Group for over 18 years.  She handles the appointments and scheduling for the advisors of Menard Financial Group.  Customer Service is also one of Vicki's duties, as she handles all customer requests.  She also handles all compliance, travel arrangements, licensing for all advisors and is also our office tech support.

 

 

 

Katie Higgins*, Executive Assistant.  Katie has been working for Menard Financial Group for over 15 years.  She is responsible for processing all new business, which includes establishing new accounts by executing transfers and payments.  She handles all the aspects of new business up until the point of delivery.  She also handles all accounting and payroll functions of Menard Financial Group.  Katie holds an Associates Degree in Applied Science and Business Technology.

 

 

 

David Peterson*, Marketing Coordinator.  David is the coordinator for all the radio and television appearances made by the firm's financial consultants including "The Wealth Management Show" on WJBO.  He also holds licenses for life, health and accident insurance with the State of Louisiana

 

 

 

 

 

*These individuals are not registered with Voya Financial Advisors.