At Presley Wealth Management, our sole focus is YOU.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Meet Christy Smith Founder, Investment Adviser Representative
Email: christy@presleywm.com
Christy is the founder of The Presley Group. She has been helping people plan for their retirement since 1998 and has worked in the retirement and insurance industry for many years. Christy is here to work with you to find the best possible solutions to your retirement needs, and to help you protect your retirement nest egg with our low volatility investment approach.
Christy Smith Founder, Investment Adviser Representative
Christy Smith is the founder and principal of Presley Wealth Management. As an Investment Adviser Representative, she is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Since Christy opened the doors of The Presley Group in 2006, she has helped hundreds of retirees and transitioning boomers prepare for their financial independence.
Christy got her start in the insurance industry in 1997, working with Medicare supplements and long-term care insurance. She truly enjoys helping people build a retirement plan that will weather the storms in life and help preserve retirement income.
Christy, Rick, Alexis, Coleman and Presley.
Christy holds a life and health insurance license in Louisiana and passed the Series 65 securities exam. She also earned her Certified in Long-Term Care (CLTC) designation. She attended Southeastern Louisiana University.
Christy co-hosts the weekly radio show “Your Money Matters” and has been published or quoted in The Wall Street Journal, U.S. News & World Report, MarketWatch and Kiplinger. In addition, she has been featured on Fox 44 News and NBC. She also wrote the book “Plan, Protect, Preserve.”
Christy lives in Denham Springs, Louisiana, with her husband, Richard. They have three children, Alexis, Coleman and Presley, as well as five horses and two dogs.
In her free time, Christy enjoys Louisiana State football and baseball and watching her youngest daughter’s horse competitions. Christy also loves to spend time with her family and work in her yard.
Meet Matt Kennedy Investment Adviser Representative
Email: matt@presleywm.com
Matt has been with The Presley Group since 2009. As an Investment Adviser Representative and certified estate planner, Matt has worked with many of our clients to help them plan for their retirement and ensure their financial confidence. Matt is here to help you with everything from your annual review to allocations.
Matt Kennedy Investment Adviser Representative
Retirement Specialist Matt Kennedy
I first learned about The Presley Group when I met Christy Smith in late 2007. I was working at WJBO radio at that time, and Christy met with me to inquire about starting a radio show. After several meetings, I agreed to allow her to begin hosting the “Your Money Matters” radio show in early 2008. I listened with interest as she talked about her clients using fixed indexed annuities and NEVER losing their principal due to stock market conditions. And – best of all – you earn money in the years when the stock market was heading up.
When the market crashed in 2008, I met with Christy at her office to discuss my own concerns about my investments. Christy patiently taught me how fixed indexed annuities could protect my savings from market crashes. I admit that I was a skeptic to say the least. Having been trained as a journalist, I began to dig and investigate these plans. And you know what I learned? That everything she said was true: You can protect your savings and share in market gains. While there are some less attractive aspects of fixed indexed annuities, they seemed to be a good fit for me. As Christy and I talked more, divine providence stepped in, and I went to work with Christy and the staff at The Presley Group in early 2009.
In December 2013, I made the decision to retire from radio broadcasting after nearly 30 years to join The Presley Group full time, to better service our clients and continue to grow our business.
It is my privilege to help clients every day learn how to implement wealth accumulation strategies. I look forward to helping you!
Eva Wilkinson Client Services Specialist
Eva Wilkinson Client Services Specialist
Eva has been with The Presley Group since 2006. She attended LSU in the School of Environmental Design. Before joining The Presley Group, Eva worked for several large corporations with over 25 years of experience as an executive secretary/administrative assistant. Eva is responsible for the preparation of applications and new client paperwork. She prepares all of the necessary service forms and manages the service of our clients. Eva prides herself in making the transition process as smooth as possible for you.
Alexis Coleman Marketing Director
Alexis Coleman Marketing Director
Alexis Coleman joined Presley Wealth Management in 2015. She grew up watching her mom make a difference in others’ lives and chose to follow in her footsteps. Now, Alexis assists with case design, preparing illustrations and other client service work.
Alexis currently holds her life, accident and health insurance licenses as well and she specialized in Medicare supplements. She graduated from Northwestern State University with a Bachelor of Science in business management.
Away from the office, Alexis enjoys cheering on the LSU Tigers during football season and going on walks with her dog, Buddy. She and her husband, Danny, have one son named Grayson and live in Denham Springs.
Debbie DeJean Bookkeeper
Debbie DeJean Bookkeeper
Debbie joined our team in August 2013. Debbie attended LSU, majoring in accounting. She previously worked for a real estate and investment company for 32 years as the CEO and property management supervisor.
Debbie manages accounts payable, payroll and general ledger.
Casey Caccamo Administrative Assistant
Casey Caccamo Client Relations Specialist
Casey Caccamo joined Presley Wealth Management in 2017 as a client relations specialist. She sees to it that appointment scheduling processes run smoothly and client documents are processed efficiently.
Casey has lived in Denham Springs all her life and is currently working toward her degree at Southeastern Louisiana University. She enjoys the welcoming environment Presley Wealth Management brings and loves getting to know clients on a more personal level.
When not in the office, Casey can be found spending time outdoors or with her older brother and grandparents.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at christy@presleywm.com or call us at 225-791-5773 today!
