Our Team | Anna Bevins

Anna Bevins

Administrative Manager, Marketing & Event Coordinator, NOTARY State of Louisiana

225-448-2290

Anna joined the team in August 2015 as the Administrative Manager and the Marketing & Event Coordinator. She brings with her over 11 years of Executive Assistance and Office Administration experience. Anna is highly organized,...

Jeff Meares

Operations Manager/ Wealth Advisor

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Jeff began his financial services career in 2003. He currently holds the FINRA securities registration 7 with LPL Financial. In addition to providing personalized, knowledgeable advice to help his clients work toward their financial...

Logan Hardie | CFP

Vice President/Wealth Advisor

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Logan has been in the financial services industry for over 20 years and became a Certified Financial Planner™ in 2009. His focus is helping both individual and business clients with savings goals, retirement planning, and...

Michael G Breard

Managing Partner/ Wealth Advisor

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Michael began his financial services career in 2001 and focuses on personal financial planning for retirement, investments, protection planning, retirement income strategies, education funding and tax management strategies. Michael...

Ray Hays | CFP®, CRPC®

Managing Partner/Wealth Advisor/LPL Registered Principal

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Ray has provided financial advice to his clients since 2000. He is an LPL Branch Manager, LPL Registered Principal, and the firm’s Managing Partner, having earned FINRA securities registrations Series 7 and 24 (held with LPL...