Meet The Presley Wealth Management Team
At Presley Wealth Management, we’re not just advisors, we’re advocates. Our qualified professionals don’t just point you down a path to retirement, we walk alongside you to help you reach your full retirement stride.
Christy Smith, CLTC®, CEP Financial Advisor
When asked what inspired her to pursue a career helping people plan for the future, Christy Smith says it’s not a what but a who: her father. He retired from Exxon in 1998 after working for the company for 30 years, and in post-retirement, he lost 50% of his portfolio following bad financial advice. Watching her father’s experience made Christy determined to help others prevent the same from happening to them. Since then, she has helped hundreds of retirees and transitioning boomers prepare for financial independence.
Christy founded Presley Wealth Management in 2015, dedicated to helping clients create comprehensive plans incorporating income, investment, medical, tax and legacy planning. The firm sets itself apart by focusing on education-based financial planning and building personal relationships. As a Christian, Christy's faith-based values inspire dedication and attention to her relationships with her team and clients.
Christy holds her life, health and annuity license and has passed the Series 65 securities exam. She is a Certified Estate Planner (CEP) and has earned the Certification for Long-Term Care (CLTC®). Christy is a co-host with Matt Kennedy on Your Money Matters on local media outlets where she shares her experience and knowledge about planning for retirement.
Christy and her husband, Richard, have been married for more than two decades. The couple has three children, Alexis, Coleman, and Presley, as well as two grandchildren. In her spare time, Christy loves spending time with her family and working in her yard. She also regularly attends events to watch Presley compete in professional barrel-racing events.
The Certified Estate Planner (CEP) Designation is an educational credential that shows knowledge and proficiency in a particular subject matter. It is not a license granted or governed by state regulators, including attorneys, CPAs, securities, or insurance. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Presley Wealth Management is stated or implied. Your Money Matters with Presley Wealth Management on WJBO-AM and WBRP-FM is a paid placement.
Matt Kennedy, CEP Financial Advisor
In 2008, Matt Kennedy was working as the program director at WJBO Radio in Baton Rouge — the same station hosting Christy Smith’s weekly radio show. As he listened to the show every week, Matt gained a more thorough understanding of how Christy helped people and became inspired to do the same. He joined Christy’s firm in 2009 on a part-time basis, but that quickly grew to full time, and he retired from radio in 2013.
Matt focuses on helping people understand ways they could turn their years of hard work and saving into a reliable stream of retirement income. He enjoys working with people as they move from the working years to the “work optional” years, as well as showing them how to navigate the ins and outs of Social Security and Medicare. Matt believes a true retirement plan manages risk, planning for both good and bad markets.
Matt holds his life, accident and health license and has passed the Series 65
securities exam. He earned his Bachelor’s Degree in Journalism from Louisiana State
University and Matt is a co-host with Christy Smith on Your Money Matters on local
media outlets.
Matt and his wife Alisa live in Prairieville, Louisiana. The couple has two adult children, Ryan and Lauren, as well as two dogs and a cat. Matt’s hobbies include golfing, playing the piano and learning about new people and places.
The Certified Estate Planner (CEP) Designation is an educational credential that shows knowledge and proficiency in a particular subject matter. It is not a license granted or governed by state regulators, including attorneys, CPAs, securities, or insurance. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Presley Wealth Management is stated or implied. Your Money Matters with Presley Wealth Management on WJBO-AM and WBRP-FM is a paid placement.
April Burgess Financial Advisor
April is driven to help families understand the importance of early and effective retirement planning. Nothing gives her greater satisfaction than helping clients work toward their retirement goals.
Before joining the team at Presley Wealth Management, April honed her knowledge as a Financial Advisor, focusing on investment, planning and banking solutions. She utilizes her wealth of knowledge to help ensure clients have the support and guidance to confidently navigate their retirement years.
April earned her Bachelor of Science degree in finance from Louisiana State University Shreveport. She has passed the Series 7 and 66 securities exams, as well as holding licenses in life and health insurance. Her thoughts on retirement is simply don’t “wing it.”
“Retirement can be a scary concept for many, but not talking or making a plan could be costly in the long run.”
April and her husband, Dustin, are the proud parents of four wonderful children: Allie, Daniel, Alaina and Declan. Outside of work, April’s life revolves around her family, and she enjoys cheering on her children as they participate in various hobbies, including dance, American Ninja and softball.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Presley Wealth Management is stated or implied. Your Money Matters with Presley Wealth Management on WJBO-AM and WBRP-FM is a paid placement.
Presley Smith Insurance Professional
Presley has a deep-rooted passion for serving families with their financial needs, a trait inspired by the family-owned advisory firm she grew up around. Her mother, Christy, founded Presley Wealth Management and instilled in Presley the importance of building long-lasting relationships with clients.
Presley’s dedication to her role is evident in her enjoyment of meeting new people and guiding them through the complexities of insurance, particularly Medicare, where she has honed her knowledge through extensive education. She envisions continuing her mother’s legacy, further cementing the family’s commitment to helping other families achieve their financial goals.
Presley resides in Denham Springs, Louisiana, where she has lived her entire life, alongside her beloved Australian shepherd, Sandy, and her competitive horses, Jerry, Optimus and Mo. Outside of work, she is an avid rodeo participant, horse rider, traveler and music lover.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Presley Wealth Management is stated or implied. Your Money Matters with Presley Wealth Management on WJBO-AM and WBRP-FM is a paid placement.
Our Staff
Keri Aucoin
Director of Operations
Kasey Hebert
Director of First Impressions
Devin White
New Business Processor / Client Services
