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 and 2024
- 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 AnalystSM (CIMA®), University of Pennsylvania’s Wharton School of Business
- Certified Financial Planner (CFP®)
- 27 Years of Industry Experience
- Rotary Club of Shreveport member & Paul Harris Fellow
- Committee of 100 member
- Named one of Forbes’ Best-In-State Wealth Advisors in 2021 and 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
- 20 Years of Industry Experience
- Rotary Club of Shreveport member & Paul Harris Fellow
- 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
- 25 years of experience in account and real estate management and client care
Choosing Home
Read more about how Denis and Davor Poljak chose Shreveport, Louisiana as their home and persevered through personal and professional challenges.