Broker Check

Our Team

Anna Bevins

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

225-448-2285

225-448-2290

[email protected]

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,...
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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...

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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...
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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...

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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...

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