Joe Psalmonds, CFP®

President, Certified Financial Planner™

 

  • 37 Years Investment Retirement and Estate Planning Experience
  • Retired USAF Pilot
  • B.S., Business Administration, Louisiana Tech University
  • Graduate, College for Financial Planning, Denver, Colorado
  • Life Member, Million Dollar Round Table, MDRT Honor Roll 1984-Present and Court & Top of Table Qualifier*
  • Chairman, Greater Shreveport Economic Development Foundation 1993-1995
  • Vice President, Shreveport Chamber of Commerce 1993-1995
  • 1995 LA Industrial Development Assn Volunteer Leader of the Year
  • President, Louisiana Tech Foundation Board of Directors 1995-1997.  Life Privileged Director 1998-Present
  • Caddo Industrial Development Bond Board 1997-2014
  • Board Member, YMCA 2001-2010
  • Louisiana Tech College of Business Advisory Board 1998-Present
  • Past Vice President, Caddo Parish School Board
  • Elder, Yellow Pine Christian Church, Sibley, LA
  • Member, Christ Fellowship Church, W. Palm Beach, FL
  • 3 Children: Amy, John and Jaimee
  • Married, 9 Grandchildren
  • W. Palm Beach, Place of Hope - Planned Giving Council and Leadership Advisory Council - www.placeofhope.com
  • Member, Strand Theatre Board of Directors2019-Present
  • Louisiana Tech University's 2018 College of Business Alumnus of the year

?*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.

Phone 318-222-8999 x 102
Fax 318-222-8212