Jack is a nationally recognized advisor specializing in tailored financial strategies for professionals, CPAs, business owners, and entrepreneurs. With a diverse career background, he brings a fresh perspective beyond the financial industry.  Jack is licensed with the Series 6, Series 63, and Series 65 securities licenses.  He is registered with Pelican Advisory LLC.    A University of Tennessee graduate, Jack lives in Covington with his wife, Renee, and is an active member of Northshore Bible Church. He enjoys golf, aviation and supporting charitable causes and ministries.   Jack helps clients maximize their financial potential through objective, strategic planning. His key focus areas include business succession, operational efficiency, and tax-efficient strategies for business owners and high-net-worth families.

Matthew Greene is our Chief Investment Officer of Pelican Family Office. Matt began his career in the financial services industry at Bank One where he served as a commercial banker throughout the state of Louisiana. He moved to Chicago in 2001 after being accepted into the M.B.A program at The University of Chicago. After completing his M.B.A., Matt joined JPMorgan’s investment banking team focused on syndicated and leverage finance. In 2007, Matt left JPMorgan to join Credit Suisse and form a team to provide leverage buyout funding to small and medium size private equity groups throughout the United States. Prior to leaving Credit Suisse, Matt served as assistant trader and research analyst on a $250 million investment fund capitalized by Credit Suisse.   In 2011, Matt, with his wife Tara and their two children left Chicago to move back home to Mandeville LA. “Louisiana has always been home and I can’t think of a better place to live and raise my children. Having spent time in all facets of the financial services industry; from bank teller, commercial and investment banking, and investment fund management; I felt it was time to utilize those skills to help people with the investment planning process, so that they can work towards their financial goals.”   Matt holds a Bachelors in Business Administration with emphasis in Banking and Finance from the University of Mississippi and a Masters in Business Administration from the University of Chicago with emphasis in Accounting and Finance.  Matt is licensed with the Series 7, Series 63, and Series 66 securities licenses.  His Series 7 securities registration is through Pelican Advisory LLC.

Kelsey Townsend Remmelts is from Spring, Texas and graduated from LeTourneau University with B.S. in Business Management. She has over 30 years of experience in business administration and management for small and corporate businesses. Kelsey currently holds a Louisiana producer insurance license.  She is involved with her church, Ragan’s Hope, and serves on her neighborhood board of directors. She is married with three children and 2 grandchildren and lives in Mandeville LA.

Gabriel is an ambitious finance professional, armed with a B.A. in Finance from Belmont Abbey College in Belmont, North Carolina. His academic journey was marked by a rigorous program, honing problem-solving skills in economics, and fostering a deep passion for data research and analytics. Gabriel is licensed with the Series 7, Series 63, and Series 65 securities licenses.  His Series 7 securities license is through Pelican Advisory LLC.  Eager to bring a fresh perspective to the industry, Gabriel is devoted to contributing to client success.

Leanne serves as the Client Manager at Pelican Family Office, bringing over 15 years of experience in administration and customer service. Known for her strong attention to detail, Leanne is dedicated to creating a smooth, seamless experience for every client who partners with the firm. Her work is driven by a commitment to clarity, professionalism, and compassion, ensuring clients feel supported and confident throughout every step of their financial journey. Outside of work, Leanne enjoys life in a close‑knit Christian household of four, where faith and family remain at the center of daily life.

Nick is a seasoned consultant and trusted advisor with Sycamore Consulting LLC, who specializes in helping businesses reduce their tax burden through strategic planning and incentives. With over two decades of experience in professional services, Nick has consistently delivered measurable tax savings for clients across a variety of industries. Nick holds a B.A. in Communications from Texas A&M University and brings a multidisciplinary perspective informed by previous experience in tax incentives, program management for NASA-backed STEM initiatives, and entrepreneurship. As a Proactive Planning Leader at Pelican Family Office, Nick is dedicated to empowering CPAs and business owners with forward-thinking strategies that not only save on taxes but also spotlight and rectify business inefficiencies.

Barry Page is a Registered Financial Consultant, Managing General Agent and Founder of Legacy Insurance Agency, PLLC. He serves families and business owners with personalized financial products, strategies and solutions. His unique approach focuses on recovery of wealth transfers, and his platform is not constrained by traditional rules, allowing an unlimited range of options and solutions for creating generational wealth.

Paul is recognized for his work as a holistic, forward-thinking financial professional who works with high-net-worth families, business owners, professionals, CPA’s and entrepreneurs. Paul is committed to education where he enjoys public speaking with a focus on wealth maximization strategies, tax-efficiency, and distribution planning.

A University of Minnesota graduate, Paul now lives in SW Florida where he enjoys golf, bike riding, travel with his three daughters and the Florida sunshine