As an independent financial advisor, Gigi Lavergne has been serving the DFW metroplex for over 20 years.  As a veteran of the U.S. Air Force, Gigi obtained her undergraduate degree in Business Management through CCAF and Troy University.  She is a certified estate planner, financial planner, and retirement income specialist.  She is certified in long-term care and works with the IRS as a tax professional.

“Our mission is to help our Clients make smart financial decisions through uncompromising integrity, trust and personalized service in the same manner we would with our own families.  We accomplish this mission by understanding that relationships are the business not the money.

With an open architect platform, we truly can focus on the plan and not the products.”