MEET THE TEAM
The team at Wise Financial Services is lean and efficient. Our team has been working together for years and we’ve fine-tuned our processes to be able to deliver the best financial planning experience to you.
Here’s who you’re going to meet when you work with us!
Kent wise
Owner, SmartVestorTM and Lead Financial Planner at Wise Financial Services
Kent is originally from Texas, and being from a military family, has lived from coast to coast. He moved to New Orleans 20 years ago after meeting his wife and calls it home. Kent has been working with insurance since 1986 and investments since 2003. In his spare time, Kent enjoys playing his guitars and usually plays for at least a short time every day. He takes time to be with his family. He plays golf when he can and tries to go on at least one ski trip each year.
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David King
FINANCIAL PLANNER
David lives in New Orleans, Louisiana. He is originally from Memphis, attended LSU, fell in love with the people and culture (especially the food) of Louisiana, and never left. David considers it an honor to have his clients trust in him in financial matters for them and their families. He is a true student of the financial world and enjoys bringing simplicity to often complicated financial planning subjects for his clients. He loves to watch the Tigers and Saints play in the fall. He is a music fan, plays guitar, and is an avid traveler.
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Pam Hair
OFFICE MANAGER
Pam and her husband, Randy, moved from their roots in Wichita, Kansas to Colorado City, Colorado 14 years ago and haven’t looked back. Pam worked in the insurance industry for 20 years, has been working with the investment industry since 1993, and with Kent since 2021. Pam enjoys reading, writing, and puzzles of all kinds. She misses her piano but has an electronic keyboard she plays on occasion. She also enjoys knitting.
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Leslie Conrad
ADMINISTRATIVE ASSISTANT
Leslie and her husband, Matthew, live in Albuquerque, New Mexico. Leslie has a background in social services. She has worked for Kent since 2020. Leslie enjoys a variety of hobbies, including hot air ballooning (both in the balloon and chasing balloons), playing pickleball, and riding her motorcycle. She also enjoys puzzles and crafts.
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Michelle Wise
MARKETING CONSULTANT AND TECHNICAL SUPPORT
Michelle is a CPA and works with Kent and his team on various projects and provides technical support. She met Kent years ago at a long-term care insurance conference. They got married in 2002, and they have worked together for over 20 years. Michelle spends as much time as possible with him and their daughters, and she enjoys graphic design, dancing, and gathering with friends and family.