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 todd@capplanassociates.com or call us at 337.363.1797 today!