Financial Advisor at Northwestern Mutual
Office: (337) 769-1760
Cell: (337) 288-8594
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
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.
Insurance Agent at State Farm
Office: (337) 856-8150
Monica's Core Values:
Integrity is a Priority
Live by the Golden Rule
Strong Desire to Win
Stronger Together – Team!!
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.
Realtor at Van Eaton & Romero
Cell: (337) 278-0310
Direct: (337) 267-4057
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.
Owner at Abbeville Electric
Cell: (337) 523-0551
Office: (337) 898-2922
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.
Owner at Southern Bookkeeping Solutions
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.