January 2020

Taylor Davis

Financial Advisor at Northwestern Mutual

Office: (337)  769-1760

Cell: (337) 288-8594

taylor.davis@nm.com

Taylor’s Core Values:

 1. Honesty and Integrity

2. Process Driven

3. Collaboration Joint Work    

4. Do what is in the best interest of the client

5. Service

Taylor’s Core Focus: Advise clients to financial security.

Taylor's  Uniques: Compassion, Experience, The Discovery process never ends

Taylor’s Proven Process: Fact Finding, Financial Plan – Create the Plan, Present the Plan, Execute the Plan and Monitor the Plan

Taylor’s Guarantee: Financial Security

Taylor from the heart: My passion is working with families and family owned businesses to ensure that their financial, personal, and business goals are clearly communicated. The plans that we create and execute will stand the test of time. If a plan is good today, it should be good in 10, 20, 50 years.

Taylor on Betsy: Betsy’s passion is her clients. Betsy knows what questions to ask and how to keep her clients focused on what they want to accomplish. The most important thing to me is that she understands that we must both be in touch with our spiritual side. Betsy does an amazing job of combining business with the understanding that we must ask ourselves is this God’s will. It’s the most important question!

Betsy from the heart: I have learned so much about Taylor while working with him. He is honest, compassionate, and cares deeply for his clients’ futures. He knows his business well; he takes time to know and understand each unique situation and client. Taylor is a great leader to his team. He continues to grow himself spiritually and, in his field, so he can be the best version of himself. If you do not have a financial advisor or have been dissatisfied with yours, Taylor is all you need.

February 2020

Monica Meyers

Insurance Agent at State Farm 

Office: (337) 856-8150

Monica@MonicaMeyers.com

www.MonicaMeyers.com

Monica's Core Values: 

  1. Integrity is a Priority

  2. Live by the Golden Rule

  3. Strong Desire to Win

  4. Stronger Together – Team!!

  5. Leadership

  6. Create Raving Fans!

Monica's Core Focus:  Assist our customers with helping them manage the risks of everyday life, recover from the unexpected and realize their dreams.

Monica's Uniques:  I am very passionate about taking care of our customers.  My team knows that we must treat our customers the way we would want to be treated in every situation.   I expect my team to go above and beyond to meet our customers’ needs. 

Monica's Proven Process:  Our team is trained to talk with and more importantly, LISTEN to our customers and know what is going on in their lives so we can assist when their needs change.

Monica's Guarantee:  We guarantee that we will treat you like family, listen to your concerns, and do all we can to meet your needs and help you reach your goals.   

Monica from the heart:  My passion is to assist families, working mothers and female business owners.  As a working mother and small business owner as well, I get it!  I am also so very grateful for this opportunity to work in Youngsville!  I absolutely love this city!

Monica on Betsy:  Betsy is passionate about helping her clients succeed and she is not afraid to ask the questions that get you out of your comfort zone.  That is how we grow, correct?  By stepping out of our comfort zone!   All while maintaining a focus on our spirituality and our higher purpose. 

Betsy from the Heart: Monica is a very honest & transparent leader in State Farm & her community. She is committed to excellence & to making sure she takes the right next steps for her customers. She is trustworthy & her customers can count on her and her team for impeccable service. For a reliable agent who cares, contact Monica, she will give you a quote right away.

March 2020

Becky Gogola

Realtor at Van Eaton & Romero

Cell: (337) 278-0310

Direct: (337) 267-4057

bgogola@vaneatonromero.com

Becky’s Core Values: Genuine, Reliable, Responsive, Committed, Accountable

Becky’s Core Focus: Being an asset to my clients whether buying or selling any type of real estate.

Becky’s Uniques: Compassionate, Detail Oriented, Approachable

Becky’s Proven Process: Instead of just showing homes or going on listing appointments, I love to get to know my clients and then together we uncover a path of what works best for them to reach their goal.

Becky’s Guarantee: If you are not 100% happy with my services, I will help you find another Realtor to work with.

Becky from the heart: My purpose is to provide exceptional customer service with integrity to my clients in an honest and professional way. I am genuine, reliable, and detail oriented. I am here to serve others, build relationships and be an asset to my clients.

Becky on Betsy: Betsy is passionate about helping business owners reach their goals. She has taught me how to realize my strong work ethic and how to utilize my time and energies so I can serve my clients better.  She has taken the time to get to know me and help me balance my work and home life.

Betsy from the Heart: Becky is all that she says she is. Her reliability, faith, family & career balance, and her professional & warm nature make working with her an easy flow. You will be making a wise decision when you choose Becky as your realtor.

April 2020

Rob Roy 

Owner at Abbeville Electric

Cell: (337) 523-0551

Office: (337) 898-2922

Rob@AbbevilleElectric.com

Rob's Core Values: Outstanding customer service, fairness and honesty.

Rob's Core Focus: Create the feel of a hometown family with perks of a major corporation.

Rob's Uniques: Abbeville Electric Supply is a friendly, comfortable, atmosphere where we educate our customers on all aspects of the electrical business.

Rob's Proven Process: (1) Acknowledge; (2) Ask; (3) Listen; (4) Suggest or Take Order; (5) Ask more questions; (6) Complete Sale.

Rob's Guarantee: Value and honesty or we will make it right.

Rob from the heart: At Abbeville Electric, we are customer service driven and want you to feel like part of our family.

Rob on Betsy: Betsy was amazing to work with.  She brings so much to the table and really made me realize a lot about my business that I was not seeing.  I thought I had a well-run business, and now with Betsy’s help, it is a well-oiled machine.  Her attention to detail made a tremendous difference for my company.

Betsy on Rob: Rob is a one of kind genuine leader. When asked what do you love most about your work, every single team member said “I feel like this is a family.” Rob is passionate to serve and do the best next thing. You can count on him and his team for all your electrical needs, commercial and residential. You will definitely feel like part of their family.

  May 2020

Tori Breen

Owner at Southern Bookkeeping Solutions

Cell: 337-281-3362

Office: 985-400-2711

tori@southernbks.com

www.southernbks.com

Core Values: Honest, Reliable, Commitment to clients, Passionate, Integrity

Core Focus: Being able to help business owners focus on growing their business while trusting the accounting to us.

Uniques: I believe good business starts with relationships.  I don’t just have clients, I have relationships. For us to have a good working relationship, we need to have a personal one as well. I sincerely care about your business, as if it would be my own. I want to see my clients succeed and grow.

Proven Process: Get a full understanding of the day to day operations and business, so I can better assist with accounting needs & putting processes into place if needed.

Guarantee: If you are not happy with my services, I will help you find another bookkeeper.

Message from the heart: My goal is to help small to medium size businesses grow. I want to take the stress of the accounting side off the owners’ shoulders so they can focus on other aspects of business. I love helping and watching people succeed.

1 line about Betsy: In the last 7 years Betsy has taught me about business, life, and so much more. When working with her, she gives you her all. Having her as a mentor has helped me to grow in so many ways, including in faith. Seeing Betsy never sway from her faith has been truly remarkable.

Betsy from the Heart:  Tori was my business assistant before she opened SBS. Due to working with her that closely, I got to see first hand her honesty and commitment to each individual she worked with. I totally trusted her with my bookkeeping the first day she opened. She has a heart of gold and will treat you with respect. She can lift a great burden off of business owners.  You are in good hands with Tori.

June 2020

Colleen Thomas 

LPC-S

Cell: (337) 281-3608

collent1967@gmail.com

Core Values:  Intentional listening and feedback, compassionate care, and mind/body approach.

Core Focus:  My focus is on YOU!! Supporting you in living your best life. Helping you discover your authentic self and begin to express and nurture your authentic self.

Uniques: Provide customized wellness plans, I treat the whole person, not just the “problem” I will be there with you every step of the way as you take the journey to uncover and heal from difficult emotions and memories. I will be there as you begin to feel and learn ways to nurture your new authentic self.

Proven Process: Gathering information, building rapport. Really getting to understand you and listen to you. Reevaluating goals and needs and adjusting them as necessary.

Guarantee: If I cannot assist you with your issues or we just don’t “click” I will refer you to someone who can.

Message from the heart: I see counseling as a way to improve a person’s mental health and self-growth. I don’t just treat the problem but address the whole person, and teach them how to manage and maintain their mental
health. Ultimately this can lead to less stress, and more peace and happiness in life.

1 line about Betsy: Betsy has been my cheerleader, believing in me, when I doubted myself. She is no nonsense and when I needed, she was that stern teacher who kept me accountable and moving forward when I would have let my doubts hold me back. I have grown as a professional and as an individual because of my work with Betsy.

Betsy from the Heart: Colleen is deeply concerned for her clients, and has a passion to see them through to their
best selves. The fact that she does not give up on her own goals and dreams is a testament to her working with others to reach for theirs. When things get tough and you need to talk it out with a trusted confidant, Colleen is an excellent choice for counseling.

July 2020

Tiffany Cardinale

Insurance Agent at State Farm

Office: (337) 422-6666

tiffany.cardinale.e7ba@statefarm.com

tiffanycardinale.com

Core Values: 1. Integrity, 2. Passionate, 3. Remarkable, 4. Can Do Attitude,

                        5. Adaptable, 6. Teamwork   

Core Focus: To help people plan and recover from the unexpected

Uniques: 1. Local people/office, 2. 24/7 support via phone and internet/mobile app,                          3. Over 100 products to assist with all insurance and financial services needed

Proven Process: Locate the customer→ Uncover needs/Determine what is important → Build rapport → Present solutions → Complete needs → Continue relationship

Guarantee: To be there when life goes wrong

Message from the heart: As a State Farm Agent, I look at all customers as more than just a number; you are a name and someone special at our office. We strive to pride exceptional customer service while helping customers plan and recover from the unexpected.  Being there for the customers of Vermilion parish means more than just being there in the office; I think it is essential to also be actively involved in bettering our community for future generations.   

Tiffany about Betsy:  Betsy is a pleasure to work with; she truly cares about her client’s succeeding and is an excellent life coach. 

Betsy from the Heart: Tiffany is a great business woman.  She is determined to do best practices and have her business and team running at its best.  Her customers are all well taken care of and her office exemplifies State Farm as it should be…. “they are there for you” to give you the best value for your needs.  You can count on Tiffany!

©2017 BY BETSY RICHARD