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Team

Principals of BEAM

Scott Bordelon is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist™, a Behavior Financial Advisor™. He is registered through BEAM Asset Management, LLC with the U.S. Securities and...

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Larry has more than 30 years of experience in the financial industry, is a Chartered Financial Consultant and holds a master’s degree in Financial Services. He is listed in Who’s Who in Finance & Industry and Who’s...

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Covington Office

Scott Bordelon is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist™, a Behavior Financial Advisor™. He is registered through BEAM Asset Management, LLC with the U.S. Securities and...

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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. Andrew works with clients to make sure they understand the...

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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...

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Through a relentless client focus, Eric Dubroc has built and maintains a successful Financial Advisory practice based on the Northshore of New Orleans. He works to understand the risk tolerance and specific objectives of his investor...

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Jason "Tito" Sanchez

Founder, Chief Financial Officer of Oban Wealth Management

(504) 899-3115

(504) 899-3115

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...

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Jason Spears

President of JDS Wealth Strategies

(662) 329-9777

(662) 329-3778

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...

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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...

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Lee Ann Cosgrove, AAMS®

Independent Financial Advisor

(985) 290-9300

(888) 966-0306

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...

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William J. Romeo

Co-Owner Of Finestplan, LC

(954) 582-1430

(954) 582-1433

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. Bill holds the Series 7, 63 and 24 securities registrations...

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“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.”

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Saint Louis Office

Larry has more than 30 years of experience in the financial industry, is a Chartered Financial Consultant and holds a master’s degree in Financial Services. He is listed in Who’s Who in Finance & Industry and Who’s...

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After spending more than 30 years as a dentist and periodontist, Bill has transitioned to the financial industry. He is a Investment Advisor Representative and concentrates on working with individuals who need an overseer for their...

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Brian holds a BA in Business Administration and a BS in International Studies from the University of Missouri. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and has 13 years of experience at Universal Financial...

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Patti’s background is in Credit Union Management.She was branch manager for Anheuser Busch Credit Union for 15 years. Patti primarily assists Larry Lock and Bill Albair in client management and operations.

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Renee Pratt

Receptionist/Client Contact Manager

Renee is our primary first contact person at Universal Financial Group and our overall client contact manager. As our most seasoned staff member, her focus is helping build strong client relationships: she sends emails, sets...

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Sean Lock

Licensed Insurance Representative

Sean works at developing and implementing new technology at Universal Financial Group. He is a licensed life and health insurance agent, devoted to providing financial strategies involving life, health, disability, and long-term care...

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