3500 North Causeway Boulevard
Our Retirement Plan Division aims to reduce the burden on the Plan Sponsor while also working to decrease the liabilities encountered when operating a qualified retirement plan. Through our process, we will provide you with the tools you need in order meet your Fiduciary requirements in the following areas:
Fees and Expenses
The goal of the Retirement Plan Division at Acacia Financial Group is to help reduce fiduciary liability by helping to create and maintain a high-quality retirement plan while providing a superior level of service to plan sponsors and ongoing educational support for your participants.
Meet Our Team
Internal Relationship Manager
504-831-4494 x 237
John Worrel began his financial services career in 1995 after a successful career in the computerized tax processing and business information industry and is now entering his 27th year as a financial advisor. John is committed to...
KEVIN O'BRIEN is a Financial Advisor and Sales Manager for Acacia Financial Group. He has been practicing in the financial advisory field for over a decade, helping his clients meet their goals and objectives. Kevin obtained a Bachelor...
After 13 years of working in education as a teacher and a coach, I joined the Acacia Financial Group team as the Director of College Planning. As an educator, I saw the stress of both parents and students trying to navigate through the...
Nick Impastato has more than 30 years of experience as both an agent and a manager in the financial services industry. He fosters a strong belief in nurturing a culture of professional dedication and caring for our clients and...
Vicky McSwain Hoang joined us in 2020 with almost 15 years of administrative experience, some of which she spent years working in the financial services sector. Most recently, Vicky was a crucial part of Mt. Carmel High School’s...