News
Kore Financial Group Expands Reach with Addition of Wealth Management Advisor and Office Location
Kore Financial Group, a comprehensive Louisiana financial advisory firm offering cohesive, centralized financial planning for all, is proud to announce the expansion of its services with the addition of seasoned wealth management advisor Tricia Marchand, who will join the firm’s sixth office location in Baton Rouge. The expansion demonstrates the firm’s ongoing commitment to providing tax-smart financial services to clients across Louisiana and the Southeast.
As a Wealth Management Advisor, Marchand has over 20 years of experience in wealth management and investment advising and is committed to helping clients feel confident and well-informed about their financial choices. She holds her Series 7, Series 66, and Series SIE registrations with FINRA and maintains her Louisiana insurance license.
Kore Financial Group Recognized on AdvisorHub’s 2025 ‘Advisors to Watch’ List
We are proud to announce that Kore Financial Group has been named to AdvisorHub’s 2025 Advisors to Watch: 250 Under $1 Billion list, recognizing top-performing financial advisors and their teams who are making significant impacts in the industry.
Advisors to Watch selects from a competitive pool and features only 1,000 advisors nationwide who demonstrate exceptional growth, client service, and leadership in the wealth management industry.
Advisors and the teams they lead are ranked based on three main factors:
- The size and quality of their practice
- Consistent year-over-year growth
- Overall professionalism, including regulatory records, community involvement, and team diversity.
2025 Advisors to Watch issued by AdvisorHub. Requirements at least $150m in AUM, 7 years experience, 2 years at current firm and in good standing, clean regulatory record (2 or few complaints and no significant judgments). Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Kore Financial Group’s Debbie Stevens Wins National Award for Avantax’s Progressive Ongoing Education Program
Debbie Stevens has been recognized as an award winner for the 2023-2024 Avantax Progressive Ongoing Education Program. This is Stevens' eighth time as an award winner for the program.
This award underscores Stevens’ dedication to supporting the growth of Kore Financial Group, exemplified through the delivery of operational excellence and exceptional service to clients.
In addition, Stevens has demonstrated a deep commitment to personal and professional development, further enhancing her capabilities as an operational and administrative leader.
Kore Financial Group Expands Reach with Addition of Financial Advisor and Office Location
Kore Financial Group is proud to announce the expansion of its services with the addition of seasoned financial advisor Michelle DeRouen, MBA, CSA, and Karen Lasseigne, Client Services Assistant, both of whom will continue to be based in New Iberia. The expansion symbolizes an extension of the firm’s commitment to offering tax-intelligent financial services to clients throughout Louisiana and the Southeast.
With more than 20 years of experience in the financial planning industry, DeRouen brings a wealth of knowledge and expertise to Kore Financial Group, as well as a fun personality and keen ear for client concerns. Specializing in holistic financial advising, no subject is off limits in a meeting with DeRouen, and she is committed to providing personalized financial solutions tailored to each client's unique needs.
Kore Financial Group’s Achievements Recognized by Avantax at Prestigious Event in Nassau, Bahamas
Representatives from Kore Financial Group were celebrated as exceptional affiliates of Avantax® Inc., a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2024 in Nassau, Bahamas. During the Avantax Elite Summit, firms are recognized for their exemplary client service and business achievements.
“It was an honor to be invited to Avantax Elite Summit again this year”, said Pamela Moye Manuel, LTCP® and Senior Financial Advisor at Kore Financial Group. “It was a great celebration of the financial planning field and our commitment to providing cohesive, centralized financial planning for our clients.”
Kore Financial Group Opens Satellite Office in Alexandria
Kore Financial Group is proud to announce the opening of its satellite office in Alexandria. The new office symbolizes an extension of the firm’s commitment to offering centralized, tax-intelligent financial services to clients throughout Louisiana and the Southeast.
KCS Wealth Advisors Announces Name Change to Kore Financial Group
KCS Wealth Advisors, a comprehensive financial planning firm, is proud to announce its new name, Kore Financial Group. The rebranding signals the firm’s focus on supporting its evolution and commitment to offering centralized, tax-intelligent financial services to clients throughout the Southeast.