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Roxanne Valenti

Client Services Associate
504.593.6040

A native of New Orleans, Roxanne enjoys spending time with her son, (Evan), daughter, (Sophia), husband, (Jon), three dogs, (Bella, Ranger, and Harpo), and their two cats, (Edward and Fraidy.) She is very active in her community, as she firmly believes in demonstrating the importance of activism in the community in which you live. You can often spot her at Brother Martin Lacrosse games and St. Elizabeth Ann Seton Pep Squad Events. She also enjoys teaching High School Sunday School on weekends. Roxanne serves on the Board of the Archdiocese of New Orleans Council of Catholics Schools Cooperative Clubs and St. Elizabeth Ann Seton’s Home and School Association.

As a Client Service Associate, Roxanne’s primary responsibility is to support advisors in serving our clients in the area of individual and employer-sponsored insurance plans, including marketing of the products to various vendors throughout the region. She supports advisors in utilizing industry best practices for recruiting, rewarding, and retaining talent through employer sponsored benefit plans. Roxanne also serves as an additional resource to her clients by assisting them with human resource issues that may arise. 

Roxanne brings her wealth of experience from an insurance broker as a benefit analyst servicing their large accounts. Her experience as a benefits analyst provided her with a broad array of professional experience and employee benefits knowledge that shines through in her daily interactions. Roxanne is a graduate of Louisiana State University in Shreveport. Additionally, she serves on the Board of the New Orleans Association of Health Underwriters.

“You’ve got to get up every morning with determination if you are going to go to bed with satisfaction.”

-George Lorimer