2 minute read
Simon & Simon: Angie Meacham, Casey Crouch, & Renee Selman
BREAKING BARRIERS: SIMON & SIMON FINANCIAL EMPOWERS WOMEN IN INVESTING
In the world of finance, Angie Meacham, Casey Crouch, and Renée Selman of Simon & Simon Financial stand out as champions of care, empathy, and empowerment. As directors of client relations, marketing, and operations, they lead the charge in client engagement while advocating for women in a male-dominated field.
Angie, Director of Client Relations, stresses the significance of understanding clients’ stories and challenges before offering advice. She shares, “We prioritize building trust through empathy.” She further highlights the importance of acknowledging women’s tendencies towards risk aversion in financial decision-making.
Casey, Director of Marketing, emphasizes the importance of directing marketing efforts towards areas where we can make the most meaningful impact. “We engage actively in events like Safe Harbor and Free Nola Inc., and host financial seminars tailored to women’s needs. Beyond financial services, we’re dedicated to supporting and understanding financial journeys.”
Renée, Operations Manager, acknowledges the distinctive challenges women encounter, particularly regarding life events that can impact financial stability. “At Simon & Simon, we understand the importance of focusing on the details,” she commented. “Women often face longer lifespans and a multitude of unique challenges. That’s why we offer personalized strategies and comprehensive financial education to address their needs.”
At Simon and Simon, we provide customized strategies to ensure our clients have a realistic and achievable path to financial empowerment.
720 W. 21st Ave. | Covington, LA 70433 | 9985) 900-2510 | simonandsimonfinancial.com