Management

Management

Overseeing the day-to-day operations, and ensuring our high level of customer service is our team of industry leaders.

A. Eugene Montgomery, III
President & CEO
318.807.3640
Graduate of the University of Mississippi in 1978 with a B.A. in English.
In April 1994, Montgomery Insurance Agency, Inc. and Troy & Nichols Insurance Agency, Inc. joined forces to form Troy & Montgomery Insurance where Eugene served on the Board of Directors and was elected President in January 2000. In January 2005, Community Financial purchased the assets of Troy & Montgomery and Eugene was named President/CEO of Community Financial and continues in his present position. Eugene currently serves as a member of the Louisiana Workers Compensation Agent Advisory Council (Term expires October 2008) and the American Bankers Insurance Association Property & Casualty Committee.

Jeffrey Perry Mouk
Chief Financial Officer
318.807.3641
Graduate of University of Louisiana at Monroe in 1977 with a major in Economics & Finance.
In the mid 1980s, Jeffrey became Accounting Manager, Automation Manager and Treasurer of McKenzie & Mouk, Inc. In the early 1990s, he was elected to the Board of Directors and became the Chief Operating Officer, a position he held until the agency was sold to Troy & Montgomery Insurance. At Troy & Montgomery, Jeffrey became a Senior Vice President in charge of Accounting, Automation and Operations, a position he held until the agency was sold to Community Financial. Jeffrey currently holds the title of Chief Financial Officer.

Kristy S. Golson
Chief Underwriting Officer
318.807.3643
Graduate of University of Louisiana at Monroe in 1988 with a B.B.A. in Finance/Commercial Banking.
Kristy began her insurance career in 1990 with State Farm Insurance as a Health Claims Examiner. In 1995, she became a Personal Lines Underwriter and in 1997 was promoted to Personal Lines Supervisor, a position she held until 2004 when State Farm announced the closure of the Monroe Regional Office. In May 2004, Kristy had the opportunity to work for America First Insurance, a regional agency market for Liberty Mutual, as a Commercial Lines Team Leader. She resigned from America First Insurance in February 2006 to become the Chief Human Resources Officer for Community Financial. In December 2007, Kristy moved to her present position as Chief Underwriting Officer.

Deena T. Burch
HR & Communications Manager
318.807.3645
Graduate of University of Louisiana at Monroe in 1987 with a B.B.A. in Business Administration.
In 1989, Deena began her insurance career at State Farm Insurance and held positions as an Auto Underwriter, Operations Training Administrator, Auto Underwriting Supervisor and Senior Systems Coordinator, a position she held until 2005 when State Farm closed the Monroe Regional Office. In 2006, Deena went to work at Monogram Central, Inc. as a Manager. In March 2008, Deena joined Community Financial as the Human Resources & Communications Manager.

Teresa J. Medlin
Commercial Lines Manager
318.807.3634
Graduate of University of Louisiana at Monroe with a B.B.A. in Accounting.
Teresa began her insurance career in 1981 with State Farm Insurance in the Personal Lines Department. In 1995, Teresa obtained her degree in Accounting and was promoted to Personal Lines Underwriter. Teresa held the position of Personal Lines Underwriting Specialist until State Farm closed the Monroe Regional Office in 2005. In March 2006, Teresa joined Community Financial as the Marketing Manager and moved to her present position as Commercial Lines Manager in December 2007.

Darryl L. Minter
Chief Technology Officer
318.807.3642
Graduate of University of Louisiana at Monroe in 1985 with a B.B.A. in Computer Information Systems.
Darryl began his computer career during his senior year of college when he worked for Montgomery Insurance Agency as a Computer Technician and Accounting Assistant. In May 1985, Darryl went to work for Applied Systems and served the next 19 years in various sales capacities and territories. In August 2005, Darryl came full circle and again went to work for A. Eugene Montgomery, III, where he was hired as IT & Training Director for Community Financial. Darryl currently serves as the Chief Technology Officer for Community Financial.

Alissa N. Stevens
Accounting Manager
318.807.3644
Graduate of University of Louisiana at Monroe with B.B.A. in Accounting.
Alissa began her accounting career in 2003 as an Accounting Manager at Central Oil & Supply. In February 2005, Alissa joined Community Financial as an Operations, Compliance & Controls Coordinator. In December 2007 Alissa moved to her present position as Accounting Manager. Alissa also serves as Secretary to the Community Financial Board of Directors.

Doug Ratcliff
Life & Health Manager
318.807.3636
Graduate of University of Louisiana at Monroe in 1985, with a B.S. degree in General Studies.
Doug began his career in 1986 as an Assistant Golf Professional at Pecan Hill Country Club in Bunkie, LA and moved to Monroe in 1987 to become the Assistant Golf Professional at Bayou DeSiard Country Club. In 1988, Doug began his insurance career at New York Life as a Registered Representative and he continues to be affiliated with New York Life. In order to offer his customers more products, Doug became a Broker for BlueCross and BlueShield of Louisiana in 1996. In December 2007, Doug joined Community Financial as the Life & Health Manager.

Kathy P. Smith
Chief Compliance Officer
318.807.3632
Kathy began her insurance career in 1976 as a processor/file clerk with Troy & Nichols Insurance Agency and moved up through the ranks as a Personal Lines CSR and Personal Lines Manager. In 1994, the agency was sold to Troy & Montgomery Insurance Agency. Kathy became a shareholder and held the position of Senior Vice President managing the Servicing Department for Personal Lines and Commercial Lines. In 2005, the agency was sold to Community Financial and Kathy remained on the management team to become Senior Vice President of Customer Service. In December 2007, Kathy became the Chief Compliance Officer and oversees Licensing, Training, Compliance and Auditing for Community Financial.

Theresa Jordan
Personal Lines Manager
318.807.3635
Theresa began her insurance career in 1978 with State Farm Insurance as a Billing Department Specialist and in 1990, she became the Billing Department Supervisor. In 1995, Theresa changed career paths and became an Agency Field Specialist for State Farm Insurance and in 2000 she became a State Farm Agent in Slidell, LA. In 2001, Theresa returned to Monroe as a Senior Auto Claims Representative and remained in that position until 2005 when State Farm closed the Monroe Regional Office. In April 2005, Theresa joined Community Financial as a Personal Lines Producer and moved to her most recent position as Personal Lines Manager in December 2007.

Bruce Bulloch
Director of Continuing Education
318.807.3631
Graduate of the College of Pentecost in 1976.
In 1978, Bruce joined the marketing department of American Indemnity Insurance Group where he worked with over fifty agents in the state of Louisiana. Bruce left the company ranks in 1985 to become Sales Manager for Troy & Nichols Insurance Agency in Monroe, LA. In 1994, Bruce, along with the other agency managers and two financial partners, purchased the Troy & Nichols Insurance Agency. In January of 2005, they sold the agency to Community Financial where Bruce served as Chief Production Officer.  Bruce currently serves as Senior Vice President/Director of Continuing Education.

Jeanette Credo
SVP Financial Institutions
225.293-5471, ext. 201
In 1976, Jeanette joined Crum and Forster in Metairie, Louisiana and served there until 1986 as a Property & Casualty Underwriter. In 1986, she joined Fidelity and Deposit Company of Maryland and worked in the New Orleans branch until 1994 as a Property & Casualty Underwriter for regional financial institution accounts. In 1994, she became a Financial Services Executive with Zurich North America Financial Enterprises and was promoted in 2001 to Assistant Vice President, a position she most recently held until July 2008. In August 2008, Jeanette joined Community Financial and was named Senior Vice President, Financial Institutions Division.

Fran Turpin
Bank Agency Sales Manager
318.807.3653
Graduate of Louisiana State University in 1994 with a Bachelors of Science in Finance.
In 1994, Fran went to work for Central Bank in Monroe as a Retail Customer Service Representative. In 1997, Fran joined State Farm Insurance as an Auto Underwriter with promotions to Auto Underwriting Supervisor and Auto Underwriting Team Leader. Fran held the position of Auto Underwriting Team Leader until State Farm closed the Monroe Regional Office in 2005. She then became the Marketing Director and Project Coordinator for Central American Life Insurance Company and Kilpatrick Funeral Homes. In February 2008, Fran joined Community Financial as the Business Development Coordinator and currently serves as the Bank Agency Sales Manager.