Results

-We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

-Let us be your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

-Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

portrait by Lauren Venable Fontenot

Nolan D. Venable EA
Financial & Tax Advisor
E-mail: Nolan@taxadvisorsoffice.com

Nolan is the Chief Executive Officer (CEO) and founder of Tax Advisors, LLC, a tax services firm that specializes in tax planning and preparation for individuals primarily in southwestern Louisiana. Separately, he is an enrolled agent, registered securities, and licensed insurance professional with over 30+ years of experience in the financial services industry.

Nolan is a member of the Financial Planning Association and the National Association of Enrolled Agents. He is also proficient in the Financial Planning Process, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Employee Benefits and Estate Planning.
Provided securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Professional Licenses and Registrations:

• EA – Enrolled Agent
• Series 7 – General Securities Representative
• Series 26 – Investment Company and Variable Contracts Products Registered Principal
• Series 24 – General Securities Principal
• Series 53 –Municipal Securities Principal
• Series 63 – Uniform Securities Agent State Law
• Series 66 – Uniform Combined State Law
• Class C – Life, Health & Accident

portrait by Lauren Venable Fontenot

Todd Ancona, EA
Tax & Accounting Advisor; IRS Client Representor 
E-mail: Todd@taxadvisorsoffice.com

Todd is an Enrolled Agent with over 15 years of experience in the field of taxation, accounting, and IRS representation. He went to Hanson Memorial High School in local Franklin, Louisiana, but later pursued and graduated from Clayton State University in the Greater Atlanta, Georgia metro area with an Accounting degree. In his profession, he specializes in personal and business tax preparation as well as client representation and tax resolution matters before the IRS.

Todd returned home to his roots in Louisiana in 2014 and joined the team at Tax Advisors. Todd currently resides in Lafayette, Louisiana with his wife.

Professional Licenses and Registrations:

• EA     Enrolled Agent

Licensed to practice before the Internal Revenue Service

An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audit, collections, and appeals

Jennifer Venable
Retired Financial Advisor
Retired Tax Advisor Manager 

Jennifer is the Retired managing partner of Tax Advisors, LLC. Separately, she was a registered securities and licensed insurance professional with over 20 years of experience in the financial services industry, along side her husband, current advisor Nolan Venable. Her office provides securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Jennifer Savoie Venable is a proud graduate of the University of Southwestern Louisiana (now known as the University of Louisiana-Lafayette) where she majored in Finance and earned a Bachelor of Science in Business Administration degree. She is a Delta Sigma Pi alumni.

Professional Licenses and Registrations:

• Series 7- General Securities Representative
• Series 66- Uniform Combined State Law
• Class C- Life, Health & Accident

Dennis Vallejo
Insurance Advisor
E-mail: dennis@insuranceadvisorsoffice.com

Dennis has been licensed and in the Insurance Advising industry since 2013 and is licensed through the Louisiana Department of Insurance for Life, Health & Accident Insurance. After receiving his insurance license he went to work for several small insurance agencies until he was hired by Insurance Advisors, LLC. 

His grandfather Antonio Vallejo established one of the first insurance broker agencies in Honduras, Central America. His father Dennis Omar Vallejo continued the tradition by establishing his own brokerage insurance agency named D. Vallejo and Associates, in San Pedro Sula, Honduras. It was then he finally gained his taste for insurance, decided to leave home to study Risk Management and Insurance at the University of Louisiana at Lafayette. There, he earned ‘Bachelor of Science in Business Administration’ degree in 2013 with a concentration in Risk Management. Combining skills instilled by his father and strong professional ethics, he aims to acquire the best insurance plans for individuals and businesses. Dennis is fluent in Spanish and English, he looks forward to selling insurance to Louisiana’s Spanish population. He resides in Lafayette, LA with his wife Alexandra Drouant, their cat, dog, and three wonderful kids.

Professional Licenses and Registrations:

• Class C-Life, Health & Accident
• Individual Marketplace
• SHOP Marketplace
• Medicare Advantage Plans