Meet Our Team

Kathy has been helping her clients in financial, business, and estate planning since 1985 through her affiliation with New York Life. Kathy is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, an agent with New York Life Insurance Company and a Registered Representative with NYLIFE Securities LLC member FINRA/SIPC. Kathy has earned the AEP® designation, which reflects advanced training and education in the estate planning field. She collaborates effectively with her clients, their advisors, and fellow members of the New Orleans Estate Planning Council to efficiently distribute, preserve and protect their assets.

A firm believer in continuing education, Kathy has a Master of Science in Financial Services (MSFS) and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Senior Living, Retirement Income Certified Professional and Chartered Advisor in Philanthropy designations from the American College in Bryn Mawr, Pennsylvania. She holds Series 6, 7, 22, 63 and 65 securities licenses.

A recipient of multiple professional awards and a member of several professional organizations, she often shares her expertise with others. She is President of the New York Life Agents Reinsurance Company (NYLARC) and served as President of the New York Life Agent Advisory Council (AAC) in 2009.  She served as President of the New Orleans Estate Planning Council and in 2005 as President of the New Orleans Chapter of Society of Financial Service Professionals during and after Hurricane Katrina. Kathy was recognized by the SFSP for the extraordinary service following that catastrophe.

Kathy volunteers in the community and has served on boards and advisory committees of New York Life Foundation, Mt. Carmel Academy, Season’s Grief Center, Greater New Orleans Foundation and has received a Multiple Sclerosis Leadership Award.

Kathy and Joey Davenport have been married for over 40 years and share two amazing daughters, Katie Davenport Leger, and Megan Davenport, who love to travel just like their parents.

Fun Fact:

Kathy’s great-grandfather started Swanson’s Restaurant, an iconic New Orleans Restaurant in 1929. Her family has lived in the lakefront neighborhood, Bucktown, since the 1840’s.

Megan has been helping her clients in financial, business, and estate planning since 2017 through her affiliation with New York Life. Megan is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Advisor, and agent with New York Life insurance Company, and a Registered Representative with NYLIFE Securities LLC member FINRA/SPIC.

As a sophomore at Louisiana State University, she became a student intern with New York Life. Megan is the first agent in the New York Life Company to obtain her Financial Services Certified Professional designation (FSCP) from the American College. She also holds her SIE, Series 7 and 66 licenses. 

Megan graduated from LSU in May of 2019 with a Bachelor of History and Minors in Sociology and Psychology. While attending LSU, Megan was a scholarship athlete with the LSU Beach Volleyball Team. During her collegiate beach volleyball career, Megan went 5-0 against #1 ranked teams in the country compiling a total of 71 wins with 14 different partners, 8 of which she went undefeated.

Fun Fact:

If she could read every single book once, she would. She wishes to visit every country in the world.

Joey joined Kathy, his wife, in our firm, officially in 1997. He has been working to help clients and their families in a supporting role since 1985, and he specializes in Long Term Care Insurance. Joey’s experience as a small business owner and as a retiree of Fed Ex gives him a well-rounded perspective to assist clients in making sound financial decisions.

Joey is an agent with New York Life Insurance Company and a Registered Representative with NYLIFE Securities LLC member FINRA/SIPC. He holds Series 6 and 63 Securities License. Joey is a graduate of Archbishop Rummel High School and attended the University of New Orleans.

Joey has been a volunteer and coach at Mt. Carmel Academy, St. Angela Merici, and Lakeshore Playground in Metairie. Joey founded and coached LA Jazz AAU girls’ basketball and Chaos AAU girls’ volleyball teams.

Joey and Kathy Davenport have been married for over 40 years and share two amazing daughters, Katie Davenport Leger, and Megan Davenport, who love to travel just like their parents.

Fun Fact:

Joey was a New Orleans Saints Cheerleader.

Audrey is the office administrator for our firm. She joined our firm in 2018.  Audrey manages underwriting, licensing, and the service process, as well as business operations and scheduling for the firm. She has over four decades of office administration in the financial services industry. She began her career in 1981 with General Motors Acceptance Corporation (GMAC) now Ally.  Audrey is a graduate of Phillips Business College and Mt. Carmel Academy High School in New Orleans.

Audrey is married to George Nuss, Jr. and her family includes her stepsons, Pete and Jeffery Nuss, and her children, Dr. Jordan Nuss and Kristen Nuss.  Kristen recently graduated from LSU as the “Winningest Player in the history of College Beach Volleyball.” George and Audrey are blessed with six beautiful grandchildren.

Fun Facts:

Audrey’s father, Ralph “Putsy” Caballero, is the youngest player (at the age of 16) to play in Major League Baseball. He played in the 1950 World Series with the Philadelphia Phillies.

Kristen Nuss, Audrey’s daughter, is playing Beach Volleyball on the Professional Beach Volleyball Tour.