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About Us

About usOur
Background

Nolan Venable started working with clients in 1982. Over two decades of experience led to the founding of Wealth Advisors in 2004. What began as one advisor helping individuals with tax and insurance questions has grown into a firm that addresses the full scope of financial needs for high-net-worth retirees and those approaching retirement.

How we <strong>work</strong>

How we work

Every client conversation starts with questions, not recommendations. We take time to understand your complete financial picture before suggesting anything. This means reviewing your income sources, tax situation, existing accounts, insurance coverage, and legacy goals. Once we understand where you are and where you want to go, we develop strategies that address all of these areas together rather than treating them as separate issues.

Our approach involves regular communication and adjustments as circumstances change. Markets shift, tax laws evolve, and life brings unexpected developments. We stay in contact with clients throughout the year, not just at annual review meetings.

Meet your advisors

Nolan holds the Enrolled Agent (EA) and Certified Plan Fiduciary Advisor (CPFA) designation and maintains multiple professional licenses across investment, tax, and insurance areas. This breadth of credentials means we can address questions that typically require calling three different professionals. When a client asks about the tax implications of a withdrawal strategy or how insurance fits into their estate plan, we can provide informed guidance on the spot.

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Nolan Venable

Nolan Venable

Founder, Financial Advisor, Tax Advisor & Insurance Advisor

(337) 761 7000

nolan@wealthadvisorsoffice.com

His approach centers on coordinated planning that addresses retirement income strategies, tax efficiency, and legacy considerations together rather than in isolation. Nolan works with clients to develop personalized strategies that...
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Dennis Vallejo

Dennis Vallejo

Insurance Advisor

(337) 761 7000

dennis@insuranceadvisorsoffice.com

Dennis Vallejo brings a multi-generational background in insurance to his role, having worked alongside his father at their family agency in San Pedro, Honduras. He graduated from the University of Louisiana at Lafayette with a...
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Joseph Sonnier

Joseph Sonnier

Insurance Advisor

(337) 761 7000

joseph@insuranceadvisorsoffice.com

Joseph Sonnier entered the insurance industry nearly a year ago after working at Costco Wholesale. He is currently pursuing a Business Management degree online at the University of Louisiana at Lafayette with an expected graduation...
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Mackenzie Abshire

Mackenzie Abshire

Insurance Advisor

(337) 761 7000

mackenzie@insuranceadvisorsoffice.com

Mackenzie Abshire has worked in the insurance industry for a year and a half. She graduated from Carencro High School in 2019.Her role centers on serving as an ongoing resource for clients by reviewing policies, answering questions,...
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Meet Your Assistants

Mollie Abshire

Mollie Abshire

Senior Executive Assistant

(337) 761 7000

mollie@wealthadvisorsoffice.com

Mollie Abshire joined Wealth Advisors in March 2022, bringing prior experience from a CPA firm. She graduated from Abbeville High School.Her primary responsibilities include managing client communications from first contact through...
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Elise Brown

Elise Brown

Executive Assistant

(337) 761 7000

elise@wealthadvisorsoffice.com

Elise Brown joined Wealth Advisors in December 2023. She graduated from the University of Louisiana at Lafayette with a degree in Marketing and previously attended Catholic High School in New Iberia.In her role, Elise supports advisors...
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Contact usReady to talk?

If you have questions about your retirement income strategy, tax planning, or how to coordinate the different areas of your financial life, we're here to help. Reach out to schedule a conversation about your specific situation and goals.

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