Our Pledge


To perform our services in a quiet, competent manner with the highest level of ethics, integrity, confidentiality and professionalism.

To act as an ethically assertive business based on the four fundamental values of human relationships: Respect for one another; Understanding; Caring; and Fairness.

To honestly match words and feelings with thoughts and actions, with no desire other than the good of others.

To eagerly seek opportunities to be of service.

To be a catalyst for appropriate change in our client organizations by ensuring that the correct questions are asked in the pursuit of truth.

To assist our clients in setting goals, to monitor progress toward those goals, and to assist in solving problems which prevent accomplishment of those goals.

To improve the economic well-being and quality of life of our clients, employees, shareholders, and community.

To use everything we have to improve everything we have.

T. Jefferson Fair, CVA

President


Direct Phone 225.281.2998

Mr. Fair joined American Planning in 1993 and currently serves as the senior consultant for the company’s financial institution clients. In addition to his regular financial consulting work with over 40 community banks, Mr. Fair has assisted in the formation of 26 new community banks, prepared over 50 banks for S-Corporation elections, completed over 450 valuation engagements and participated in a wide range of bank mergers and acquisitions.

Mr. Fair holds a Bachelor of Business Administration from Baylor University, a Masters of Finance from Louisiana State University, and the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.

Erin Bennett

Senior Financial Analyst & Operations Manager

Direct Phone 225.603.9777

Ms. Bennett joined American Planning in 2000. She is responsible for the managing the company’s interest rate risk and funds management products and implementing new reporting systems across the client base.

Luke Brandon, MBA, CVA

Vice President

Direct Phone 225.907.7200

Mr. Brandon joined American Planning in 2006. He currently oversees American Planning’s monthly ProphetPlan reporting services and the annual planning processes for our clients. Mr. Brandon also develops custom financial analyses, prepares valuation reports and assists clients with corporate structure planning.

Mr. Brandon holds a Bachelor of Science from Louisiana State University, a Masters in Business Administration from the University of Phoenix and the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.

Kimberly Fair, CPA, CVA, CGMA

Corporate Accountant

Direct Phone 225.229.5467

Ms. Fair joined American Planning in 2008 after 15 years in governmental accounting. In addition to managing the accounting function for the company, she also assists with valuations and various special projects. Ms. Fair is a member of the American Institute of Public Accountants, Louisiana Society of CPAs and The National Association of Certified Valuation Analysts.

Ms. Fair holds a Bachelor of Science in Accounting from Louisiana State University.

Erin Olano

Financial Analyst

Direct Phone 225.765.7100

Ms. Olano joined American Planning in 2008 after receiving a Bachelor of General Studies from Louisiana State University. As part of our ProphetPlan service team, she is responsible for monthly data collection, verification and report delivery.

Blake Evans

Financial Analyst

Direct Phone 318.422.5677

Mr. Evans joined American Planning in 2014 after receiving a Bachelor of Science in Finance from Louisiana State University in Shreveport. Mr. Evans has two years of banking experience. As part of our ProphetPlan service team, he is responsible for monthly report preparation and proofing.

Tina Fogle

Financial Analyst

Direct Phone 318.773.5560

Ms. Fogle joined American Planning in 2014 after 14 years in general accounting. As part of our ProphetPlan service team, she is responsible for monthly report preparation and proofing.

Ms. Fogle holds a Bachelor of Science in Accounting from Louisiana State University in Shreveport.