Profile

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

We are 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

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.

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

Todd Ancona, EA
Tax & Accounting Advisor
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
Financial Advisor
E-mail: Jennier@taxadvisorsoffice.com

Jennifer is the managing partner of Tax Advisors, LLC. Separately, she is a registered securities and licensed insurance professional with over 20 years of experience in the financial services industry. She offers securities through Royal Alliance Associates, Inc., an independent broker-dealer, member FINRA/SIPC. Advisory services are offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

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 is a licensed Insurance Advisor who has been in the 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 insurance certifications include: Individual Marketplace, SHOP Marketplace, and Medicare Advantage Plans.

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 there that a young Dennis gained his first taste for insurance and decided to leave home to study Risk Management and Insurance at the University of Louisiana at Lafayette. He earned a 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. He is fluent in Spanish and English and looks forward to selling insurance to Louisiana’s Spanish population. He lives in Lafayette, LA with his wife Alexandra Drouant, their cat Winter-fell and dog Lily.

Professional Licenses and Registrations:

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