Pelican Advisory Group serves as a hub for advanced training and education for our partners to increase and sharpen their skills in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients.

Contact Info

Meet Our Team

Meet Our Team

 

Michelle R. Owens, CLU<sup>®</sup>
Michelle R. Owens, CLU®

Vice President

Kevin B. Richardson
Kevin B. Richardson

Sales Director

Mark Bagwell
Mark Bagwell

Chief Financial Officer

Lisa Richardson
Lisa Richardson

Sr Case Manager

Cristin Page
Cristin Page

Case Manager

Nicole House
Nicole House

Contract & Licensing Specialist

Beth Davis, CPA, CGMA, CFP<sup>®</sup>, PFS
Beth Davis, CPA, CGMA, CFP®, PFS

Chief Compliance Officer

Sean Davis
Sean Davis

Advanced Markets Director

Seth Richardson
Seth Richardson

Specialty Markets Director

Jim Nash, CLU<sup>®</sup>, ChFC<sup>®</sup>
Jim Nash, CLU®, ChFC®

Field Manager

Matthew Theriot
Matthew Theriot

Case Design Specialist / Premium Funding

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