Our Team

Nolan Venable

CEO

Nolan is the Chief Executive Officer (CEO) and founder of Wealth Advisors, LLC, a financial services firm that offers a variety of financial products to individuals primarily in southwestern Louisiana.  Separately, he is a registered securities and licensed insurance professional with over 30 years of experience in the financial services industry.  He offers securities through Royal Alliance Associates, Inc., an independent broker-dealer, member FINRA/SIPC.  Advisory services are offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

Nolan is a member of the Financial Planning Association and the National Association of Enrolled Agents.  He is also proficient in the Financial Planning Process, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Employee Benefits and Estate Planning. 

 

Professional Licenses and Registrations:

EA - Enrolled Agent  

Series 7 - General Securities Representative

Series 24 - General Securities Principal

Series 26 - Investment Company products/variable contracts Principal

Series 53 - Municipal Securities Principal

Series 63 - Uniform Securities Agent State Law

Series 66- Uniform Combined State Law

Class C - Life, Health & Accident

 

Jennifer Venable

President

Jennifer is the President and managing partner of Wealth Advisors, LLC, a financial services firm that offers a variety of financial products to individuals primarily in southwestern Louisiana. Separately, she is a registered securities and licensed insurance professional with over 20 years of experience in the financial services industry.  She offers securities through Royal Alliance Associates, Inc., an independent broker-dealer, member FINRA/SIPC.  Advisory services are offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

Jennifer Savoie Venable is a proud graduate of the University of Southwestern Louisiana (now known as the University of Louisiana-Lafayette) where she majored in Finance and earned a Bachelor of Science in Business Administration degree.  She is a Delta Sigma Pi alumni.

 

Professional Licenses and Registrations:

Series 7 - General Securities Representative

Series 66 - Uniform Combined State Law

Class C - Life, Health and Accident Insurance

 

Todd

Todd Ancona, EA *

Tax & Accounting Advisor

Todd is an Enrolled Agent with over 10 years of experience in the field of taxation, accounting, and IRS representation. He went to Hanson Memorial High School in local Franklin, Louisiana, but later pursued and graduated from Clayton State University in the Greater Atlanta, Georgia metro area with an Accounting degree. In his profession, he specializes in personal and business tax preparation as well as client representation and tax resolution matters before the IRS.

Inspired by the recent economic growth in Louisiana, Todd returned home in 2014 and soon joined the team at Tax Advisors. He has remained an active member of the National Society of Accountants for more than 3 years. Todd currently resides in Lafayette, Louisiana with his wife.

Professional Licenses and Registrations:

EA     Enrolled Agent

 

Licensed to practice before the Internal Revenue Service 
An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audit, collections, and appeals.

 

 

Jonathan_Eleser

Jonathan Eleser *

Insurance Advisor

Jonathan is a licensed Insurance Advisor who has been in the insurance industry since 2013 and is licensed through the Louisiana Department of Insurance for Life, Health & Accident Insurance. After receiving his insurance license he went to work for a small insurance agency for three years until he was hired by Insurance Advisors, LLC. His insurance certifications include: Individual Marketplace, SHOP Marketplace, and Medicare Advantage Plans.

Through Insurance Advisors, he will be offering life, health, dental and vision insurance, medicare supplement insurance, medicare advantage plans, disability insurance and long term care insurance. His goal in life is making an impact in the community by working in an industry that provides protection for his clients, friends and family. He is originally from Hammond but now calls Lafayette his home where he lives with his wife, Briana, young son Dominic, five cats and his dog Lucky.

Professional Licenses and Registrations:

Class C    Life, Health, & Accident

                     Individual Marketplace 

                     SHOP Marketplace 

                     Medicare Advantage Plans

Dennis_Vallejo

Dennis Vallejo *

Insurance Advisor

Dennis is a licensed Insurance Advisor who has been in the industry since 2013 and is licensed through the Louisiana Department of Insurance for Life, Health & Accident Insurance. After receiving his insurance license he went to work for several small insurance agencies until he was hired by Insurance Advisors, LLC. His insurance certifications include: Individual Marketplace, SHOP Marketplace, and Medicare Advantage Plans.

His grandfather Antonio Vallejo established one of the first insurance broker agencies in Honduras, Central America. His father Dennis Omar Vallejo continued the tradition by establishing his own brokerage insurance agency named D. Vallejo and Associates, in San Pedro Sula, Honduras. It was there that a young Dennis gained his first taste for insurance and decided to leave home to study Risk Management and Insurance at the University of Louisiana at Lafayette. He earned a Bachelor of Science in Business Administration degree in 2013 with a concentration in Risk Management. Combining skills instilled by his father and strong professional ethics, he aims to acquire the best insurance plans for individuals and businesses. He is fluent in Spanish and English and looks forward to selling insurance to Louisiana's Spanish population. He lives in Lafayette, LA with his wife Alexandra Drouant, their cat Winter-fell and dog Lily. 

Professional Licenses and Registrations:

Class C    Life, Health, & Accident

                     Individual Marketplace 

                     SHOP Marketplace 

                     Medicare Advantage Plans

Amy Conque *

Administrative Assistant

Erica Rich *

Administrative Assistant

Quynh Van *

Tax & Accounting Associate

Quynh was a Magna Cum Laude Outstanding Graduate from the University of Louisiana Lafayette. She is currently preparing for the CPA examination while working as an accountant at Tax Advisors. Quynh prepares taxes for individuals and small business owners which are then reviewed by CPA and EA tax experts in house. She also handles accounting functions for the company as well as its clients. In addition, she is tasked with company formation for small businesses and website maintenance for Tax Advisors and affiliated companies.

 

Eric Le

Eric Le *

Tax & Accounting Associate

Eric studied Accounting and graduated with a Bachelor of Science in Business Administration from the University of Louisiana at Lafayette. While in school, Eric participated in various campus organizations such as the Institute of Management Accountants (IMA) and Americorps. At Tax Advisors, he helps prepare taxes to be reviewed by CPA and EA tax experts. When he is not preparing taxes, he performs various accounting duties for clients’ businesses and for the company. Additionally, he is responsible for company formation for small businesses. Being the fifth child of seven, Eric is the first son in his family to have gotten a college degree. Eric is preparing for the CPA examination.

* Are not registered with Royal Alliance Associates, Inc.