Meet Our Advisors
Scott E. Bordelon CFP®, AAMS®, BFATM, AIF®
Consultant
(888) 453-5977
Scott Bordelon AIF® is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist and the President of BEAM Wealth Advisors, Inc. He is registered through BEAM Asset Management, LCC,...
Jeffrey Cone, CFA®
Chief Investment Officer
Garrett Leroux CFP®, APMA®
Financial Advisor
(800) 265-5221
My approach to financial planning is to provide useful insight into formative ways to deliver reliable and up-to-date advice for clients and prospective clients. I hold the CFP® (Certified Financial Planner™ Professional) and...
Lee Ann Cosgrove AAMS®
Financial Advisor
(888) 453-5977
Serving the area where she was raised, Lee has a vision of making Slidell, and the people who live there, better. She has over 25 years experience in the financial services industry and has earned her Accredited Asset Management...
David Bernard, AAMS®
Financial Advisor
888-453-5977
David is a Financial Advisor with BEAM Wealth Advisors, Inc., an Investment Advisor Representative with BEAM Asset Management, LLC, an SEC Registered Investment Advisor and a Registered Representative with Purshe Kaplan Sterling...
Andrew K. Hoffman CFP® CDFATM
Certified Divorce Financial Analyst
Andrew’s practice specializes in working with Individuals and Couples to help them answer the financial questions that have to be resolved during and after divorce.
Jason "Tito" Sanchez Founder
Chief Financial Officer of Oban Wealth Management
(504) 899-3115
jason.sanchez@obanwealthmanagement.com
Prior to founding Oban Wealth Management, Tito Sanchez spent five years at UBS Financial Services, Inc. in New Orleans managing a book of corporate retirement plans and individual investment accounts for high-net-worth individuals in...
Joseph O'Sullivan CFP®
Certified Financial Planner
(504) 940-5005
Mr. O’Sullivan, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 20 years experience in the financial services industry. Joseph takes holistic approach to financial planning, evaluating your situation, developing a...
Cameron L. Ray CPA
Financial Planner & CPA
(931) 454-0911
Cameron L. Ray is a CPA and has been in public practice since 1995 specializing in financial planning, taxation and consulting for individuals and corporations. Cameron holds an MBA from Middle Tennessee State University and resides in...
William J. Romeo
Owner Of Finestplan LC
FINESTPLAN LC was created to fill the needs of successful professionals, business owners and retirees for the finest and most comprehensive retirement and estate planning.
Jason Spears
President of JDS Wealth Strategies
(662) 329-9778
Jason is a graduate of the University of Mississippi where he received his Bachelor of Business Administration degree in Managerial Finance with an emphasis in Investment Analysis. He currently holds Series 06, 07, 63 and 65 securities...
Joseph A. Davis, EA, CDFA™
President of Davis Financial LLC
“I am the owner & founder of Davis Financial LLC – a Fee-Based financial planning firm from Ogden, Utah. Over the last decade my firm has worked exclusively with URS & IHC participants.”