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Jenny Louvier

Jenny Louvier

Director of Operations

As a Director of Operations, I’m all about making things run smoother behind the scenes to give you the best experience possible. With a knack for finding ways to improve our internal systems and processes, I’m dedicated to taking your journey with us to the next level. Whether it’s boosting efficiency or ensuring you’re satisfied every step of the way, I’ve got it covered.

I believe in teamwork and constant growth, which is why I love collaborating with all of our advisors to bring you excellence in every interaction.  For me, it’s not just about getting the job done—it’s about building lasting connections and making your experience with us extraordinary.

As a mom of four, when I’m not at the office or soccer practice, you can find me spending time with my husband, volunteering at my church, or cramming in a workout at F45.

See What Our Clients Are Saying

Seth McCauley

I have been using Cory Thomas’ services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you’re looking for an honest, hard working, detail oriented individual.

Elizabeth Drafae

Positive: Professionalism, Quality, Responsiveness, Value

I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.

Trevor Amsberry

Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.