Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change.
We strive to meet your business and individual needs by analyzing every aspect of your finances from debt repayment to investment objectives. Once we completely understand your goals we can begin to construct a financial plan that is all yours. We visit on a regular basis to ensure that your needs and concerns will be met by evaluating your financial picture.
Scott Sonnier, CEO/Managing Partner
email@example.com | Phone: 561-289-2602
As the company's founder, Victor Scott Sonnier leads Financial Management Services of America (FMSA) in its efforts to deliver a differentiated solution to individuals and corporations financial needs. Under his leadership since 2004, Mr. Sonnier has become a leading investment advisor, providing clients with objective advice, flexible investment solutions, and complete transparency.
Recognized as a respected leader in the wealth management industry, Scott was also an early adopter of asset allocation strategies for the ultra-high net worth client, employing a mathematical process to determine appropriate client portfolios based on cash flow needs.
Mr. Sonnier has been in the financial services industry for over 18 years. Scott began his career with First Investors Corporation and then moved to Chase Investment Services in Lafayette Louisiana. Scott is a member of the Life Underwriters Association, NAIFA, and NAHU. He is a well-known and respected speaker on a wide range of financial subjects. He also conducts popular series of financial workshops throughout the year that helps people understand the financial planning process and make better financial decisions.
Tiffany N. Grayson-Tauzin,
firstname.lastname@example.org | Phone: 337-984-7744
Patrick Wayne Jordan,
email@example.com | Phone: 337-984-7744
Tiffany Tauzin has 15 years of experience in the financial service industry. She works with individuals, families and small businesses, helping them define, implement and maintain their financial goals. Her main focus includes personal financial planning and retirement planning.
Tiffany graduated from the University of Louisiana at Lafayette with a bachelor's degree in business administration with a focus on finance and insurance & risk management. She holds Series 65 licenses as well as insurance license to better serve her clients.
Tiffany was an active member of the University of Louisiana at Lafayette Softball Team and in her spare time she enjoys spending time with family, playing volleyball, spending time fishing and supporting Ragin Cajun Athletics.
Patrick moved to Lafayette from Slidell to attend The University of Louisiana at Lafayette. He received his BA while playing Football for the Ragin Cajuns as an Offensive Lineman. He proceeded to work in the financial environment Chase Bank for over 7 years where he worked his way from a Personal Banker to a Branch Manager during his tenure. Passionate about the Financial Management side of the industry the move to State Farm was a natural fit. While with State Farm Patrick embraced learning everything he could about Insurance, protecting oneself and loved ones with the different opportunities that were offered. He was awarded Acadiana's Top Mutual Fund Producer for 2015 & 2016. With over 10 years in the Financial Service Industry and encouragement from his family, friends, and clients, Patrick started Compass Insurance Advisors and joined the FMSA team in 2017.
In addition to being a Marketing Representative for FMSA and the Principal/Agent for Compass Insurance Advisors, Patrick currently serves as Staff Sargeant in the 256 Brigade IBCT, United States Army National Guard. He has served our country since 2009 and is a 2010 Operation Iraqi Freedom and 2010 Operation New Dawn Veteran.
Patrick proudly serves as Seargent at Arms for The Rotary Club of Lafayette where he has been a member since 2007 and serves as an Usher at Ascension Episcopal Church.
David Varisco, Investment Advisor
firstname.lastname@example.org | Phone: 337-984-7744
email@example.com | Phone: 337-984-7744
He earned his LUTCF designation in 1995, and is a lifelong resident of Lafayette. In 1989 he established his insurance and investment practice; his son Brandon joined in 2008. He is the past president of the Acadiana Association of Health Underwriters and NAIFA Acadiana, was named Health Insurance Agent of the year in 1992 and is well known for being a founding member of the Cajun Rock group Atchafalaya as well as the mascot for the Louisiana Icegators Hockey Team and is the drummer for Lafayette's Bayou Boys and Full Circle.
He is currently enrolled in the University of Phoenix with a major in Finance. He served more than 6 years active duty with the 82nd Airborne Division, completed two combat deployments; one in Afghanistan, and one in Iraq. Brandon also provided airspace protection around Camp David with the Secret Service for President George W. Bush. He was honorably discharged with 2 Army Accommodation medals, an Army Combat Action Badge, an Overseas medal, a Global War on Terrorism Medal, Afghanistan and Iraq campaign medal, 3 Air Medals and another Air Medal with Valor.
Jonathan Eleser, Investment Advisor
firstname.lastname@example.org | Phone: 337-326-0229
David Vela, Investment Advisor Rep
email@example.com | Phone: 956-459-1876
John Mendoza, Investment Advisor Rep
firstname.lastname@example.org | Phone: 956-371-6247
6314 Cobblestone Lane
Arlington, TX 76001
Investment Advisor Rep.
Born and raised in the Rio Grande Valley, John is a graduate of Texas State University in San Marcos. He is an experienced investment advisor, and he started his career with Janus Henderson (formally Janus Mutual Funds) in 1999. John is also a former Benefits Counselor for Teacher Retirement System of Texas.
John is equipped with the knowledge needed to best advise attorneys and plaintiffs along with independent business owners and individuals on wealth management, structure settlements and insurance.
John and his wife Christina are the parents of two teenagers, Joseph and Madison. He is active in the Brownsville, TX community as a member of the Rotary Club, the Assistant Scout Master for Boy Scout Troop 6, and a member of the Church of the Advent, Episcopal. When he’s not helping clients or his community, John is an active outdoorsman who enjoys spending time running, hunting, fishing, and kayaking.
Joey Lopez, Investment Advisor Rep
email@example.com | Phone: (956) 579-5454
Years of experience:
- 33 in tax preparation and consulting
- 14 in insurance
- 12 in finance
- 12 in individual and business retirement planning
- 4 in auditing
Michael McClimmon, Investment Advisor Rep
firstname.lastname@example.org | Phone: 515-250-3414
7400 University, Ste. E
Clive, Ia 50325