Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind McDaniel Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

jt-new

JT McDaniel Owner | Financial Advisor

JT cares about people. He worked as a lifeguard during his time at Loyola University and he served for seven years as a Shreveport firefighter upon coming home. JT became a registered Investment Adviser Representative in 2017 and is able to offer a variety of investment and insurance products and services to help build their financial confidence. He points out strategies, concepts and tools designed to help identify problems before they happen and provides strategies to overcome them. In his free time, JT enjoys traveling, gardening, music and cooking with his wife, Megann, and son, Hayes.

chelsea-web

Chelsea Patterson

Director of Operations

Chelsea Patterson

Director of Operations

As director of operations for McDaniel Financial, Chelsea oversees new account management and funds transfers. She also makes sure client requests are handled quickly and accurately, each and every time a client calls.

Chelsea and her husband live in Shreveport, Louisiana, with their daughter and son, Reighlynn and Jace. Outside of work, Chelsea enjoys reading, hiking, traveling and football.

Learn More

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at (318) 798-9022