Meet Our Team

Here’s our story. We look forward to hearing yours.

Capital Planning

The team at Capital Planning is here to help ensure you receive the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help you work toward the objectives of that strategy.

Amie Ortego | Investment Adviser Representative and Insurance Professional

Amie is a Investment Adviser Representative and also a licensed insurance agent. She is the oldest of four and is married to Joshua, our in house CPA. They have three children and reside in Ville Platte, LA.

 

 

 

 

 

Marcus Veillon | Investment Adviser Representative and Insurance Professional


Marcus, Todd’s third child, is a licensed agent, an Investment Adviser Representative, and also an assistant to Todd. He and his wife have three children and reside in Ville Platte, LA.

 

 

 

 

 

Joshua L. Ortego | CPA


Joshua is a CPA and part of the Capital Planning team. He has a firm in Ville Platte, LA as well as Leesville, LA. Joshua is married to Amie. They have three children and reside in Ville Platte, LA.

 

 

 

 

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at help@capitalplanningteam.com or call us at 337.363.1797 today!