Our Team
The Family of Professionals at
Poljak Group Wealth Management
We’re like a family; we take a tailored approach to working with your
individual financial goals and make our service to you our highest priority.
Wealth Management with Personal Attention
- Named one of Forbes’ Best-In-State Wealth Advisors in 2019, 2020, 2021, 2023, 2024, 2025, & 2026
- Selected to AdvisorHub Magazine’s “Advisors to Watch” in 2024 & 2025
- Ph.D. in economics, University of Sarajevo in Bosnia-Herzegovina
- M.B.A., Louisiana Tech University
- Bachelor’s degree in accounting and business administration, Centenary College of Louisiana
- Certified Portfolio Manager (CPM®), Columbia University in New York City
- Certified Investment Management Analyst® (CIMA®), University of Pennsylvania’s Wharton School of Business
- Certified Financial Planner (CFP®)
- Over 30 Years of Industry Experience
- Rotary Club of Shreveport member & Paul Harris Fellow
- Committee of 100 member
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm .
- Named one of Forbes’ Best-In-State Wealth Advisors in 2021, 2024, 2025 & 2026
- Selected to AdvisorHub Magazine’s “Advisors to Watch” in 2024 & 2025
- Selected to AdvisorHub 100 Fast-growing Advisors to Watch in 2024
- Certified Portfolio Manager (CPM®), Columbia University in New York City
- M.B.A., Louisiana State University-Shreveport
- Bachelor’s degree business administration, Centenary College of Louisiana
- Over 20 Years of Industry Experience
- Rotary Club of Shreveport member & Paul Harris Fellow
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm.
- Provides administrative oversight and management of accounts to help achieve client goals
- Helps implement and manage investment strategies for individuals, families, and institutional investors
- 22 years of industry experience
- M.B.A., Stephen F. Austin University in Nacogdoches, Texas
- Bachelor’s degree in business administration, Stephen F. Austin University
- Coordinates a customized, client-driven financial planning process according to direction provided by the senior partners
- Contacts clients regarding account updates, emerging financial trends, and market outlook
- Assists corporate clients and their employees with ongoing servicing and oversight of retirement plans
- Bachelor’s degree in economics and business administration, Louisiana State University in Baton Rouge
- Interacts with clients concerning the group’s business relationships and administrative services
- Assists with implementing business development strategies
- Assists corporate clients and their employees with ongoing servicing and oversight of retirement plans
- M.B.A., Louisiana State University - Shreveport
- Bachelor’s degree in construction management, minor in technical sales and business administration, Louisiana State University
- Works closely with new clients to help ensure a smooth and timely transition of assets
- Collaborates with the group to help resolve all questions and concerns in a timely manner
- Focuses on providing exceptional client service, ensuring that every client is our highest priority
- Bachelor’s degree in business administration, Louisiana State University-Shreveport
- Coordinates the Poljak Group Wealth Management’s local philanthropic initiatives
- Implements the group’s marketing strategies
- Plans and executes client events
- 28 years of work experience at Centenary College of Louisiana, most recently in Advancement Services
- Bachelor’s degree from Centenary College of Louisiana