Experienced Professionals

Associate Producer

Krystal Boudreaux has been a Financial Professional with Pinnacle Group since 2007.  Her work with clients encompasses many aspects of the financial services industry, including life insurance, annuities and investments. She is a graduate of Teurlings High School and the University of Louisiana at Lafayette with a degree in finance. Krystal is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Supporting Team Members

Angela Gary is a Client Services Associate and provides client service and support to the Insurance and Financial Planning Teams. She also provides organizational and process management support. She is a graduate of the University of Louisiana at Lafayette with a degree in finance. Her work experience prior to joining our firm in 2014 has been concentrated in financial services including insurance, employee benefits and human resources for over 20 years.

Tam Greene is a Client Services Associate dedicated to the Insurance and Financial Planning Team. Tam specializes in new business processing, providing client service to our insurance clients and supporting our advisors in the financial planning process. Tam worked in the financial services industry for 9 years prior to joining Pinnacle Group in 2021.

Michelle Veazey is a Client Services Associate dedicated to the Investment Team. She provides client service for all clients with investment accounts. In addition, she provides service and support to our advisors and clients with 401(k) and other retirement plans. She has over 35 years’ experience in the financial services industry including insurance, annuities and securities and is a graduate of the University of Louisiana at Lafayette with a degree in marketing.

Elise Jones is a Client Services Associate dedicated to the Investment Team. She provides client service for all clients with investment accounts. In addition, she provides service and support to our advisors and clients with 401(k) and other retirement plans. Elise has over 28 years of accounting and business management experience.

Holly Boudreaux is a Client Services Associate and is the primary assistant to our managing partner. She also provides organizational and general client service support to the Insurance, Investment, and Financial Planning Teams. Prior to joining our firm in 2023, she was a Project Manager in the Regulatory Permitting industry for 15 years.

Evan Haik is a Client Services Associate dedicated to the Insurance, Investment, and Financial Planning Teams. He provides service and support to our advisors and clients. Evan is a 2024 graduate of Louisiana State University with a degree in finance.

Alison Marlar is a Client Service Specialist dedicated to the Insurance Team and serves as a primary assistant to Advisor Knox Ridley Jr. in the Shreveport office. She provides client service and support for our insurance clients. Prior to joining our firm in 2020, Alison assisted Knox Ridley at Fairway Partners, LLC, focusing on insurance and employee benefits.