top of page

Meet The Team

Florida Office

1006_Insurance-NW-America_IMG_9953_Leap-Photography_RT_edited_edited.jpg

Victor Scott Sonnier

scott@myfmsa.com | Phone: 561-289-2602

    Fax 954-862-5942 Phone: 337-984-774

Fax 337-987-745

  • Linkedin

As the company's founder, Victor Scott Sonnier leads Financial Management Services of America (FMSA) in its efforts to deliver a differentiated solution to individuals and corporations financial needs. Under his leadership since 2004, Mr. Sonnier has become a leading investment advisor, providing clients with objective advice, flexible investment solutions, and complete transparency.

 

Recognized as a respected leader in the wealth management industry, Scott was also an early adopter of asset allocation strategies for the ultra-high net worth client, employing a mathematical process to determine appropriate client portfolios based on cash flow needs.

 

Mr. Sonnier has been in the financial services industry for over 20 years.  Scott began his career with First Investors Corporation and then moved to Chase Investment Services in Lafayette Louisiana.  Scott is a member of the Life Underwriters Association, NAIFA, and NAHU.  He is a well-known and respected speaker on a wide range of financial subjects. He also conducts popular series of financial workshops throughout the year that helps people understand the financial planning process and make better financial decisions.

Sonnier, Jacques_2024_0251_Leap-Photography.jpg

Jacques A Sonnier

jsonnier@myfmsa.com | Phone: 561-715-2628

    Fax 954-862-5942

​

  • Linkedin

Jacques is a junior at the University of South Florida, eager to dive into the world of finance. As he embarks on his journey in the industry, he's driven by a passion to help others achieve their dreams—whether it's traveling the globe or sending their children to college.

SloanMikeHeadshot.jpg

Mike Sloan CRPC

  • Linkedin

After serving in the United States Navy and saving lives as a Firefighter / Paramedic, Mike helps clients unlock powerful financial strategies that deliver real results. His career in financial services spans personal and business planning, leadership roles, and a unique blend of insurance and investment expertise. This combination enables him to provide comprehensive solutions that help business owners, professionals, and investors protect, grow, and manage their wealth through both insurance and investment strategies.

As an Investment Advisor* Tax & Business Strategist, in partnership with Camas Advice and Financial Management Services of America, an SEC registered investment advisor, Mike is determined to help business owners and high-income professionals reduce their taxes and maximize their wealth-building potential. 

Louisiana Office

Tifffany Tauzin 2020 crop_edited.jpg

Tiffany N. Grayson-Tauzin

Tiffany Tauzin has 15 years of experience in the financial service industry.  She works with individuals, families and small businesses, helping them define, implement and maintain their financial goals.  Her main focus includes personal financial planning and retirement planning.

 

Tiffany graduated from the University of Louisiana at Lafayette with a bachelor's degree in business administration with a focus on finance and insurance & risk management.  She holds Series 65 licenses as well as insurance license to better serve her clients.

 

Tiffany was an active member of the University of Louisiana at Lafayette Softball Team and in her spare time she enjoys spending time with family, playing volleyball, spending time fishing and supporting Ragin Cajun Athletics.

Patrick Jordan.jpg

Patrick Wayne Jordan

Patrick moved to Lafayette from Slidell to attend The University of Louisiana at Lafayette. He received his BA while playing Football for the Ragin Cajuns as an Offensive Lineman.  He proceeded to work in the financial environment Chase Bank for over 7 years where he worked his way from a Personal Banker to a Branch Manager during his tenure. Passionate about the Financial Management side of the industry the move to State Farm was a natural fit.  While with State Farm Patrick embraced learning everything he could about Insurance, protecting oneself and loved ones with the different opportunities that were offered. He was awarded Acadiana's Top Mutual Fund Producer for 2015 & 2016.  With over 10 years in the Financial Service Industry and encouragement from his family, friends, and clients, Patrick started Compass Insurance Advisors and joined the FMSA team in 2017. 

 

In addition to being a Marketing Representative for FMSA and the Principal/Agent for Compass Insurance Advisors, Patrick currently serves as Staff Sargeant in the 256 Brigade IBCT, United States Army National Guard.  He has served our country since 2009 and is a 2010 Operation Iraqi Freedom and 2010 Operation New Dawn Veteran. 

 

Patrick proudly serves as Seargent at Arms for The Rotary Club of Lafayette where he has been a member since 2007 and serves as an Usher at Ascension Episcopal Church. 

VariscoDavidHeadshot.jpg

David Varisco

  • Linkedin

He earned his LUTCF designation in 1995, and is a lifelong resident of Lafayette. In 1989 he established his insurance and investment practice; his son Brandon joined in 2008. He is the past president of the Acadiana Association of Health Underwriters and NAIFA Acadiana, was named Health Insurance Agent of the year in 1992 and is well known for being a founding member of the Cajun Rock group Atchafalaya as well as the mascot for the Louisiana Icegators Hockey Team and is the drummer for Lafayette's Bayou Boys and Full Circle.

VariscoBrandonHeadhsot.jpg

Brandon Varisco

He is currently working out of the Lafeyette office. Brandon was enrolled at the University of Phoenix, majoring in Finance. He served more than 6 years of active duty with the 82nd Airborne Division, and completed two combat deployments; one in Afghanistan, and one in Iraq. Brandon also provided airspace protection around Camp David with the Secret Service for President George W. Bush. He was honorably discharged with 2 Army Accommodation medals, an Army Combat Action Badge, an Overseas medal, a Global War on Terrorism Medal, an Afghanistan and Iraq campaign medal, 3 Air Medals, and another Air Medal with Valor.

j1j-0663.jpg

Jonathan Eleser

  • Linkedin

Jonathan has dedicated his career to helping clients achieve their own definition of financial success. He firmly believes in taking all aspects of one’s life into consideration during the financial planning process. With over 10 years in the industry, Jonathan has made it his mission to mission to help clients attain financial independence and live comfortable, enjoyable lives.

Jonathan is motivated by problem-solving and the opportunity to assist others in achieving their dreams, and he finds immense satisfaction in his role as a financial planner. He understands that each individual's financial situation is unique and that keeping pace with the challenges of the profession will always be fresh and interesting.

Growing up in the industry, Jonathan was exposed to the world of finance from an early age. Jonathan's mother, who is also a financial advisor, instilled a passion for this field. He spent his entire childhood attending meetings, presentations, and financial seminars and loved every second of it. Because of these experiences, Jonathan wanted to take on the industry’s immense challenges head-on. He believes that there is a need for financial advisors who have the heart of a teacher to help everyone navigate these challenges.

Jonthan believes in the value of custom-tailored plans for each client. Cookie-cutter solutions can be useful when you are just getting started, but when your hard work starts paying off, it is time to create a plan that is as unique as you are. By taking into account individual circumstances and goals, he strives to create personalized strategies that align with my clients' needs and aspirations.

Originally from Hammond, Louisiana, he currently resides in Lafayette with my son, Dominic. When Jonathan is not researching or meeting with clients, he prioritizes spending quality time with his family. Additionally, he indulgences include reading, playing guitar, and chess."

Texas Office

John M. headshot.jpg

John Mendoza

  • Linkedin

John, a native Texan and graduate of Texas State University in San Marcos, is a seasoned investment advisor with over two decades of experience. Commencing his career in 1999 as an investment specialist for Janus Mutual Funds, he currently serves as a fee-based financial planner with FMSA. John collaborates closely with individuals and families to assist them in realizing their envisioned futures.

 

Initiating his process with a comprehensive review and often the creation of a robust financial plan, John establishes a solid foundation for his clients. Many of his clients are newcomers to financial planning, seeking guidance in managing wealth in their lives. Additionally, John brings his expertise in income, alternative investments, and private equity to high earners and high net worth individuals who aspire to diversify and grow their investments. 

 

 John and his wife Christina are the parents of two college students, Joseph and Madison. He is active in the community as a member of the Rotary Club, the Assistant Scout Master for Boy Scout Troop 6, and a member of the Church of the Advent, Episcopal. Outside of helping clients or his community, John is an active outdoorsman who enjoys spending time running, hunting, fishing, and kayaking, and has 3 rescue dogs.

1836_105736109805448_8742775363245996148_n.jpg

Joey Lopez

Years of experience:

- 33 in tax preparation and consulting

- 14 in insurance

- 12 in finance

- 12 in individual and business retirement planning

- 4 in auditing

David Vela.JPG

David Vela

dvela@myfmsa.com | Phone: 956-459-1876

Fax 682-706-3143

6314 Cobblestone Lane   

Arlington, TX  76001

956-459-1876

682-706-3143(Fax)

ValdezHectorHeadshot.jpg

Hector Valdez

  • Linkedin
  • Bachelors in Business Administration Degree - Boston University

  • Masters in Business Administration - Quantic School of Business & Technology

  • Over 10 years consulting experience

  • Industry experience: Auto & Home Insurance, Heavy Equipment, Architecture, Engineering and Construction (AEC)

  • Series 65 and Life and Health Licenses

PiersonReidHeadshot.JPG

Reid Pierson

  • Linkedin

Reid Pierson is a native Houstonian who graduated from Sam Houston State University with a BBA in Management. His financial career started at the young age of 19 and includes non-profit work, accounting services, as well as business, estate and retirement planning.

 

Reid’s motivation to act as a fiduciary stems from his emphasis on financial education. The goal is to bring Wall Street to Main Street, breaking down the barriers that keep lower and middle income families from receiving the proper education necessary to reach their goals.

 

Reid believes in practicing the 5 F’s – faith, family, finance, fitness and fun. Reid became a new father in late 2023 and likes spending his free time with his other half and son, lifting weights, fishing and enjoying the outdoors.

Iowa Office

Michael McClimon.jpg

Michael McClimmon

  • Linkedin

mmcClimmon@myfmsa.com | Phone: 515-250-3414

Fax 682-706-3143

© Financial Management Services of America

All Rights Reserved.

​

Financial Management Services of America LLC does not give legal or tax advice.

Additional information about the firm and its representatives is also available on the SEC’s website at www.adviserinfo.sec.gov

  • Facebook
  • Instagram
  • Linkedin

For the latest CRS Report click Here

​

For the Privacy Policy statement click Here

bottom of page