Our Team

James Pope and Shane Haag launched Diversified Investment Strategies, LLC in 2005 and rebranded the company name to Advisor.Investments in 2017. James began working in the financial services industry in 1994 before earning his Bachelor of Science degree in Finance from Louisiana State University in 1995. He passed the Certified Public Accountant exam in May 1999 and spent many years preparing tax returns and helping clients with tax-related issues*. Today, he focuses primarily on investment research and portfolio selection in addition to working with clients on their retirement needs. At present, James maintains the Series 65 Investment Advisor examination and is a Member and Investment Adviser Representative of the Registrant.

*Pope is neither a practicing nor a licensed CPA

Shane Haag and James Pope launched Diversified Investment Strategies, LLC in 2005 and rebranded the company name to Advisor.Investments in 2017. Shane graduated from the University of Nebraska at Lincoln in 1992, where he earned his Bachelor of Science degree in Business Administration, and he has been in the securities industry since 1993 and received his insurance license in 2000. Prior to moving to Louisiana in 1997, Shane worked for Securities America. Shane oversees Marketing and Compliance, in addition to working with clients’ retirement-related matters. Currently, he maintains the Series 65 Investment Advisor examination. He is presently a Member, Chief Compliance Officer, and Investment Adviser Representative of the Registrant.

Shantelle joined the financial services industry in August 1998. Shantelle is the Advisor.Investments Team Leader and coordinates the daily operational activities of the office. In addition, she is a member of our Client Relations, Compliance and Tax Departments. As a member of our Client Relations department, she assists retirees in completing their retirement paperwork and through the transition process. As a member of our Compliance department, she maintains our compliance records and calendar. As an Enrolled Agent, Shantelle is admitted to practice before the Internal Revenue Service and is authorized by the U.S. Department of Treasury to represent taxpayers before the Internal Revenue Service. She is a member of the National Association of Enrolled Agents. As a member of the Tax department, she prepares annual tax returns, tax projections, estimated tax payments, research and consultations.

Reggie joined the financial services industry in December 2004. He is a 2004 graduate of Louisiana College where he holds a Bachelor of Science degree in Business Administration.  He also maintains the Series 66 Investment Advisor examination. Reggie handles the trading for the firm and serves as the Investment Research and Support Specialist. In 2012 he became a CFA charter holder and member of the CFA Institute and CFA Society of Louisiana. He is presently an Investment Adviser Representative of the Registrant.