Our Staff
Alphabetical Listing
Nancy Case - Operations Associate
Beverly Cooper - Director of Client Services
Colby Cypriano - Compliance Associate
Brooke Gautreau - Director of Operations
Rebecca Patrick - Client Services Assistant
Jennifer Russell - Director of Business Development
Shari Yount - CFP®
Nancy Case, Operations Associate
ncase@horizonfg.com
Nancy handles all insurance business including licensing, appointments and applications. She also supports the operations team by tracking and following up on all business activities. She has 15 years of experience in the financial services industry.
back to top
Beverly Cooper, Director of Client Services
bcooper@horizonfg.com
Beverly joined our team of professionals in 1998, after a 10 year career with United Companies Life and Annuity Company, where she was responsible for customer service, as well as direct sales and marketing. She is a graduate of Woodlawn High School and attended Southeastern Louisiana University. She and her husband, Larry have been married for 39 years. They have two children, Christy Talbot and Larry Cooper. Jr. and are the proud grandparents of Clayton and Corinne Cooper.
Colby obtained a Bachelor of Science in International Economics from LSU and is currently pursing a Masters of Business Administration. In addition, she achieved Series 7 and Series 24 Registrations with Multi-Financial Securities Corporation.
Brooke maintains our Wealth Management System and helps in servicing our clients. She is a graduate of LSU with a degree in Information Systems & Decision Sciences and a graduate of St. Joseph's Academy. She and her husband Clint have a son, Parker Matthew.
Rebecca supports the Client Services and Operations Directors with a range of cliental matters including opening and processing new accounts as well as ongoing client correspondence. She has a Bachelor of Arts & Sciences with a concentration in Psychology from Southeastern Louisiana University.
Jennifer manages the firm’s communications, client events, develops new business opportunities, and coordinates public relations and media opportunities. She is a graduate of LSU’s Manship School of Mass Communication.
Shari has been in the wealth management and banking arena since 1991. She has worked alongside the firm’s partners to develop and maintain clients’ financial plans.
She received a Bachelor of Science degree in Finance and a Masters of Business Administration degree from LSU. Shari is also a Certified Financial Planner™ professional.
Shari is active with the local and national chapters of Financial Planning Association, Planned Giving Council and Leave A Legacy as well as the Creative Giving Committee at First United Methodist Church in Baton Rouge.
|
