Anthony J. Cangemi is an Independent Investment Advisor Representative with Crescent City Retirement Group, LLC, a registered investment advisory firm, and president of Crescent City Insurance Group, LLC. He has been providing advice and financial solutions since 2008. He is a Chartered Retirement Planning Counselor and holds his Series 65 and Insurance License. Anthony’s main office is located in Kenner with satellite offices in Mandeville, Gretna, St. Charles & Houma, Louisiana where they are dedicated to helping people increase their wealth, minimize their taxes, protect their assets and most importantly, maintain their independence.
Anthony resides in Kenner with his lovely wife, Brandy, and their 4 sons: Anthony Jr., Christopher, Daniel & Sam. In Anthony’s spare time he enjoys going fishing with his boys and venturing to new restaurants to live music with Brandy.
Katie has been an employee of Crescent City Retirement for over eight years now. She has a Bachelor’s Degree in Business Management from University Of New Orleans. Katie makes sure the office runs smoothly on a daily basis and also organizes everything from client events, retirement workshops, email blasts and much more! Katie and her husband, Julian, reside in Mandeville where they both grew up and are raising their two girls: Josephine & Evie.
Diann is a licensed insurance agent and has an associate degree in business administration. She has been in the insurance industry since 1998 working with large insurance companies such as John Hancock and Genworth financial. Her responsibilities include processing new business and handling service for our clients. She is a long time resident of River Ridge, enjoys visiting her son in Dallas Texas, and spending time with her large Italian family and friends.
Grace Lambert has been an employee of Crescent City Retirement for over five years now. She assembles all Annual Reviews for our clients and their accounts. She is also famous for her fresh baked cookies that she makes in the office daily. Her and her husband Gary have been married for over 35+ years and live in Metairie. They have two grown children- Natalie and Little Gary, two dogs- Deuce & Jacquimo and three grandchildren-Bryce, Lilly & Rosie, that she enjoys spending her spare time with.
Nikki joined our team in 2018. She handles all of our client service issues. Everything from beneficiary changes to withdrawal requests- she is able to execute from your request from inception to completion. Nikki is also a licensed Realtor and has 10+ years of industry experience of paperwork and transactions. Nikki and her husband, Charlie, live in Kenner and just married off their daughter, SarahBeth, who lives in Lafayette. For leisure Nikki is a tennis player and captain at Capitano’s for USTA League and also attends The Vineyard Church.
Melissa has been with us since December 2017. She is our Case Design Coordinator and she assist Anthony with building the retirement plans. Melissa has two amazing sons- Tyler and Preston. Tyler is in the Louisiana Army National Guard and Preston loves to play video games and hangout with his friends.
During Melissa’s spare time, she enjoys trying new restaurants and spending time with her family and friends.
Sheila joined our team in 2018. She is our office support team member who handles everything from workshop & birthday phone calls, to mail outs and generally keeps our office organized and well stocked on goodies. When Sheila isn’t in our office she enjoys beach time in Gulf shores to visit her Son, Chad, and grandkids, Brock & Carson. She and her husband, Joe, also just started a new venture and built a tiny house to list on Air BNB in Gulf shores too. Sheila also relishes a glass of wine & gardening.
Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.
Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national, and global investment publications.
Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. This experience includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. In addition to being a CFA®, she is a member of both the CFA Society of Minnesota and the CFA Institute. Mariann’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post, and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.