Meet Our Team
Here’s our story. We look forward to hearing yours.
Capital Planning Associates
The team at Capital Planning Associates is here to help ensure you receive the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help you work toward the objectives of that strategy.
Amie Ortego | Agent
Amie, the oldest of the four, is the office manager and assistant to Todd as well as a licensed agent. She is married to Joshua, our in house CPA. They have two children, and one on the way. Amie and Joshua reside in Ville Platte, LA.
Jessica Johnson | Agent/Marketing
Jessica, Todd’s second daughter, handles the marketing for Capital Planning Associates. She and her husband have 3 children and reside in Iowa, LA.
Marcus Veillon | Agent
Marcus, Todd’s third child, is a licensed agent and also an assistant to Todd. He and his wife have two children and reside in Ville Platte, LA.
Joshua L. Ortego | CPA
Joshua is a CPA and part of the Capital Planning team. He also owns a CPA firm in Deridder. Joshua is married to Amie. They have two children and one on the way. Joshua and Amie reside in Ville Platte, LA.
Vicki Veillon | Receptionist
Vicki, Todd’s wife, has been a partner to Todd from the very beginning. She has helped his business become what it is today. Vicki is currently a receptionist and bookkeeper for Capital Planning Associates.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 337.363.1797 today!
Have Questions for Capital Planning Associates?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.