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...
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...
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...
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...
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...
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...
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...
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...
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...
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.”
Saint Louis Office
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...
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...
