JANUARY 2020
Taylor Davis
Financial Advisor at Northwestern Mutual
Office: (337) 769-1760
Cell: (337) 288-8594
taylor.davis@nm.com
www.taylordavis-nm.com
Taylor’s Core Values
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Honesty and Integrity
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Process Driven
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Collaboration Joint Work
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Do what is in the best interest of the client
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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
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Integrity is a Priority
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Live by the Golden Rule
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Strong Desire to Win
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Stronger Together – Team!!
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Leadership
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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 Latter & Blum - Acadiana
Cell: (337) 278-0310
Direct: (337) 267-4057
bgogola@vaneatonromero.com
www.beckygogolarealtor.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
www.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 from the Heart
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
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
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
Pat Strong
Insurance Agent at State Farm
Office: (337) 276-6027
pat.strong.tfsd@statefarm.com
www.statefarm.com/agent/US/LA/Jeanerette/pat-strong
Core Values
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Quality service
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Customer Focus
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Results Driven
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Elevate Others
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Happy
Core Focus
Being there in a time of need.
Uniques
(1) Knowledge of the product (2) Our service (3) We will help you understand your coverage
Proven Process
Our follow up process
Guarantee
We will get an answer.
Message from the Heart
My passion is to be there for my customers and my team. I want to try to help them with any question they may have. I am truly blessed to work with great people!
1 line about Betsy
Betsy showed up at the perfect time for me and for my office. She helped us find the positive energy we had been looking for in the office. Betsy did an amazing job teaching us about ourselves and the others we work with.
Betsy from the Heart
“Pat is an amazing boss” as said from every one of his team members. I ditto that. He always has a caring spirit and does the next best & right thing whether dealing with his team or customers. You can count on Pat Strong State Farm to give you excellent service you want and deserve.
AUGUST 2020
Tiffany Cardinale
Insurance Agent at State Farm
Office: (337) 276-6027
tiffany.cardinale.e7ba@statefarm.com
tiffanycardinale.com
Core Values
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Integrity
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Passionate
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Remarkable
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Can Do Attitude
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Adaptable
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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!
SEPTEMBER 2020
Ross Bernard
Owner/Agent at Ross Bernard State Farm
Office: (337) 342-2949
ross.bernard.k2s6@statefarm.com
bernardsf.com
Core Values
Integrity, Team work, Respect, Accountability, Reliable, Relationships
Core Focus
Help people recover from devastations by offering professional services to realizing their dreams
Uniques
Knowledge of the product, Our service, We will help you understand your coverage
Proven Process
IFR’s & follow ups
Guarantee
Serve you to the best of our ability and/or recommend you keep what you have.
Message from the Heart
My team, customers and community mean the world to me. It’s a pleasure to be apart of such a great organization surrounded by great people.
Betsy from the Heart
Ross is one of the most relationship building leaders I have ever met. He spends the extra time with his clients to get to know them, and make sure all their needs are met. His team is very service oriented and fun to be around. Know that Ross and his staff will treat you right and meet all your needs.
OCTOBER 2020
Luke Trosclair
President & Managing Principal at Trosclair Wealth Management, LLC
Office: (225) 323-8397
ltrosclair@twmllc.net
https://www.twmllc.net/
Core Values
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Clients come first-always
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Competence/Education- We never stop learning
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Integrity
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Transparency
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Reliability
Core Focus
Creating impactful relationships throughout the community, and helping clients secure their financial goals through financial planning and investment management.
Uniques
(1) Goal focused, (2) Relationship centered, (3) Financial experts
Proven Process
Establish, Collect, Analyze, Develop, Implement, Review
Guarantee
We promise great customer service and absolute transparency through our customized financial planning process.
1 line about Betsy
Betsy has been instrumental and helping me reach my business goals. She holds me accountable to reach those goals while giving me advice along the way.
Betsy from the Heart
Luke is the epitome of excellence in his field. He and his team serve professionally and efficiently. Luke is a man of integrity, trust and is great at helping individual and business clients reach the financial goals they set out to achieve. You can count on Trosclair Wealth Management, LLC to make sure you feel and are secure with your future.
NOVEMBER 2020
Trey Hargrave
Insurance Agent at State Farm
Office: (337) 456-7564
trey.hargrove.f279@statefarm.com
treyhargrove.com
Core Values
Integrity, Consistency, Hard Working, Trusted Reputation, Goal / Growth Oriented, Confident
Core Focus
We help people prepare for and protect against the unexpected as well as realize their dreams
Uniques
We treat you like family, We don’t hide behind a 1-800#, We help you understand your coverage
Proven Process
Quality Activity, Documentation, Follow up
Guarantee
Of course, we want your business, but more importantly we want the responsibility of protecting you and your family and helping you realize your dreams. We guarantee you will feel this with every interaction you have with our office.
Message from the Heart
When I got out of the Navy, it was very important to me to be in a position where I could help people either directly or indirectly. State Farm has given me that opportunity. Being the leader of my office, I love working with my team to help them grow and reach their goals. I also love my customers. Helping them plan for the future and recover from the unexpected has been an absolute pleasure.
1 line about Betsy
Betsy is so great! From day one, her energy and attitude were so
infectious. My staff and I have truly enjoyed our time with her. She definitely
facilitated us becoming a better team and helped me become a better leader.
Betsy from the Heart
Trey is a man of true compassion for his customers and team. He strives to do the right thing for all involved and is a smart businessman. With his military background (and thanks for serving our country!) he keeps everything in perspective. His team gives great customer service and has much respect for him. With Trey Hargrove, State Farm is there for sure!!!
DECEMBER 2020
Garet Berry
Agent at Goosehead Insurance
Office: (337) 347-7022
garet.berry@goosehead.com
www.gooseheadinsurance.com/
Core Values
Available, Ambitious, Persistent, Efficient, Transparent
Core Focus
Be the #1 Choice of Mortgage Lenders & Realtors for home referrals.
Uniques
Available, Options, Efficient
Proven Process
100% Dedication to getting our Mortgage Lenders & Realtors to the closing table.
Guarantee
Our guarantee is to always be available & efficient while having quality options that protect the future client.
Message from the Heart
Our Agency believes that we were placed on this earth to love and serve one another. I can’t think of a better way to do that than what a Goosehead Insurance Broker does. We look forward to visiting with each prospective client and helping them find the best options for their Home, Auto and Life Insurance needs.
1 line about Betsy
It’s been a great experience thus far. She renews my spirits and brings fresh new energy into my otherwise monotone life. The world and our office are certainly a better place having her in it.
Betsy from the Heart
Garet is a very professional and compassionate insurance agent. He goes beyond the call of duty for his customers and has an impeccable commitment to his business, people and goals. You will do yourself an injustice if you do not give Garet a chance when shopping for your insurance needs.