About
Meet Our Team
Nettles Brown, CLU, ChFC®, LTCP
Education
- May 1959 – Coushatta High School, Coushatta, Louisiana
- January 1963 – Northwestern State University, Natchitoches, Louisiana – BS in Accounting
- August 1970 – Northwestern State University, Natchitoches, Louisiana – MBA
- October 1985 – The American College, Bryn Mawr, Pennsylvania – Chartered Life Underwriter (CLU)
- October 1987 – The American College, Bryn Mawr, Pennsylvania – Chartered Financial Consultant (ChFC®)
- Long-Term Care Professional (LTCP)
Experience
- 33 years - United States Air Force - Colonel, Retired
- 1963 – 1965 – Ernst and Ernst, CPAs, Dallas, Texas – Staff Accountant
- 1965 – 1967 – Southern Chevrolet, Co, Inc., Alexandria, Louisiana – Office Manager
- 1967 – 1973 – Gibson Discount Products, Inc., Natchitoches, Louisiana – Controller
- 1973 – 1975 – Sports Huddle, Inc., Natchitoches, Louisiana – Co-Owner
- 1975 – 1977 – Southern Hospital Supply, Inc., Alexandria, Louisiana – President and Manager
- 1977 – 1978 – Country Pride Foods, Ltd., Natchitoches, Louisiana – Catch and Haul Manager
- 1978 – 1979 – Giller Management Company, El Dorado, Arkansas – Vice President/Controller
- 1979 – 1999 – Brown’s Accounting and Tax Service, Natchitoches, Louisiana – Self-employed
- 1999 – Present – Waskom, Brown, and Associates, LLC, Natchitoches, Louisiana – Co-Owner
- 2001 – Present – New York Life Insurance and Annuity Corporation and NYLIFE Securities, New York, New York, Agent
Licenses
- 1980 – Life, Health, and Accident License, Louisiana Department of Insurance, Baton Rouge, Louisiana
- 1981 – Series 6 License, NASD
- 1985 – Series 22 License, NASD
- 1990 – Series 63 License, NASD
- 2000 – Series 26 License, NASD
- IRS Registered Tax Return Preparer (RTRP)
Family
- Married to Glenelle Pearce Brown and they have 2 children and 3 Grandchildren.
Lee Ann Lane, CLTC
Lee Ann started her financial service career with New York Life March 2010. She holds the designation CLTC (Certified in Long Term Care). She is a member of NAIFA the National Association of Insurance and Financial Advisors. She has held many offices in this organization.
Lee Ann has been a consistent New York Life Council Qualifier for the 9 years and has been a long time member of the Million Dollar Round able. She has won New Associate of the year, Quantum Leap Award, New Annuity Leader Award, New Organization Annuity Leader Award, Most Valuable Professional Award and Agency Builder Award for the Shreveport General Office.
She grew up in Bradley, AR. She finished high school at Plain Dealing Academy. She completed a degree in Office Administration from Southern Arkansas University. She met her husband Jerry of 38 years and they have one daughter Misty. Our family enjoys going to the beach, golfing, sports, music and being together with family and friends.
She enjoying helping and educating her clients and families with their financial future. Lee Ann enjoys working with individuals, business owners and their families to help achieve their current and future financial needs. She strongly believes that the products and services she and New York Life provide help her clients achieve their long term goals.
Licenses
- Louisiana Life/Health
- Series 6
- Nonresident licenses in many states
Community
Involvement
- Member of First United Methodist Church
- NAIFA
Education
- Graduated from Plain Dealing Academy, Southern Arkansas University
- Certification for Long-Term Care (CLTC)
Community Involvement
Kiwanis Club of Natchitoches, LA, Inc.
Member for Over 50 Years
Kiwanis Club of eLAMISSTENN, Baton Rouge, LA, Inc.
Treasurer and Charter Member
Kiwanis Club of Tombstone, Montana, Inc.
Charter Member
Louisiana-Mississippi-West Tennessee Kiwanis District Foundation
Board Member, Tablet of Honor, River of Life, John T. Roberts Fellow, Friend
Kiwanis International
Past International President (1999-2000)
Kiwanis International Foundation
Tablet of Honor, George F. Hixson, Walter Zeller
Fuller Center for Housing of Natchitoches, Inc
Board Member
United Methodist Foundation of Louisiana
Past Chairman (2016-2018)
First United Methodist Church, Natchitoches, LA
Chairman, Board of Trustees
Natchitoches Parish Port Commission
President
Hagewood Water System, Inc
Secretary
Northwestern State University of Louisiana
BS Accounting 1963; MBA 1970
Support Northwestern State University Athletic Programs
Colonel USAF Reserve (RET)
33 years service
Our Mission
Our mission is to help provide financial security and peace of mind through insurance and financial products and services. Every decision we make, every action we take, has one overriding purpose: acting with integrity and humanity, to be here when our clients need us.
Our Process
One thing our clients appreciate about working with us is that we do not believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we are privileged to serve.
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Step 1: Review
Review your individual situation and personal objectives. Every family's financial situation is unique. That is why it is so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.
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Step 2: Analyze
Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they do not attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
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Step 3: Develop
Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.
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Step 4: Coordinate
Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.
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Step 5: Implement
We will implement your strategy, and work closely with you and your other third party professionals to ensure its success. We will monitor progress and provide ongoing service as your needs and situation change over time.
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Step 6: Monitor
Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.
Strategic Alliances
Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
Nettles Brown and Lee Ann Lane are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/30/18.)
MainStay Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows MainStay Investments to have a unique advantage and therefore allows Nettles Brown and Lee Ann Lane to offer the best investment knowledge to their clients.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Brown and Lee Ann Lane can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.
NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities, LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.
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