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
HearmonOwensCatherine

Catherine Hearmon-Owens

Paraplanner, FPQP®

Catherine Hearmon-Owens

Paraplanner, FPQP®

Catherine joined the McDaniel Financial team in 2022 as administrative assistant. She completed her Financial Paraplanner Qualified Professional™ designation in June of 2022 and in this new role she supports JT in the planning process, helping him to make sure each client has a personalized plan that supports their needs.

Catherine earned her Bachelor of Arts in English Literature from the University of East Anglia in the United Kingdom, where she also obtained her teaching degree. She lives in Haughton, Louisiana, with her husband, Steven, and their son, Theo. Catherine loves reading, travelling, exploring and spending time with family and friends.

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