Financial Advisor

"Everyone's economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with financial products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child's post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have." 

Gigi Lavergne is US Air Force veteran with 30 years of Accounting and Finance experience.  She attained her undergraduate degree from Community College of the Air Force and Troy University.  She has worked in the Insurance field for 19 years and holds her Texas Agent Insurance license. Gigi has obtained the Certified Estate Planner and Annuity Specialist designations from the Institute of Business and Finance.

As a registered representative of SagePoint Financial, Inc., Gigi has helped manage the sales and support of $80 million in client assets which included regulatory compliance, bookkeeping and event planning.   Knowing the ins and outs of this industry, Gigi is able to tailor her skills to meet the needs to various clients and their families. 

In addition, to her duties as an investment advisor representative, Gigi is active in her community and participates in her church's outreach events.  She currently serves as a coordinator for Financial Peace University and holds educational workshops for the Society of Financial Awareness, a 401 (c) (3) organization. 

“I enjoy teaching and encouraging financial literacy and awareness.  I believe continued education is key for empowering families to make positive contributions to their community and society as a whole.”

Phone 972-546-0620
Fax 972-546-0621