With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Kevin Murphy

CFP®

Private Wealth Advisor

Managing Partner of Laveer Wealth Management
Learn more about Kevin Murphy Visit Kevin Murphy's website

Timothy Bruce Crain

CFP®, BFA, CRPC, AAMS, CLTC®

Financial Advisor

Managing Partner of Laveer Wealth Management
Learn more about Timothy Bruce Crain Visit Timothy Bruce Crain's website

Tanner Murphy

CFA®, CFP®, CRPC, CLTC®

Financial Advisor

Learn more about Tanner Murphy Visit Tanner Murphy's website

Christopher Murphy

BFA, CRPC, APMA

Financial Advisor

Learn more about Christopher Murphy Visit Christopher Murphy's website

Roger Sulhoff

CKA®

Financial Advisor

Learn more about Roger Sulhoff Visit Roger Sulhoff's website

Hunter Crain

MBA, BFA

Financial Advisor

Learn more about Hunter Crain Visit Hunter Crain's website

Jake Burnette

CFP®

Financial Advisor

Learn more about Jake Burnette Visit Jake Burnette's website

John Sulhoff

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Sulhoff Visit John Sulhoff's website

Jennifer Floyd

CRPC

Financial Advisor

Learn more about Jennifer Floyd Visit Jennifer Floyd's website

Sharon Martin

Associate Financial Advisor

Operations Manager
Learn more about Sharon Martin Visit Sharon Martin's website

Connie Kittrell

Associate Financial Advisor

Learn more about Connie Kittrell Visit Connie Kittrell's website

Mindy Hedgepeth Smith

Associate Financial Advisor

Learn more about Mindy Hedgepeth Smith Visit Mindy Hedgepeth Smith's website


Our team

Jamey Scott

Jamey Scott

Office Manager

Qualifications

  • LA Life and Health Insurance Licensed

Roles & Responsibilities

  • • Practice Operations and Efficiencies •Scheduling and Meeting Coordination •Business Processing and Submission • Client Service Follow Up • Supervisor of team and office • Supervise marketing events
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Kristi Wagner

Kristi Wagner

Paraplanner

Qualifications

  • Series 7 Licensed
  • LA Life and Health Insurance Licensed
  • LA Notary Public
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Nathalia Murphy

Nathalia Murphy

Operations Specialist

Amy Crain

Amy Crain

Operations Specialist

Dee Whittington

Dee Whittington

Operations Specialist

Qualifications

  • Louisiana State University Shreveport

  • Bachelor of Science

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Kyler Burns

Kyler Burns

Client Service Specialist

Qualifications

  • Bachelors in business administration
  • Northwestern State University
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Anna Chambers

Anna Chambers

Operations Specialist

Virginia Gleaton

Virginia Gleaton

Client Relationship Manager

Linda Abee

Linda Abee

Administrative Assistant

Kathy Bryant

Kathy Bryant

Client Concierge

Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Michala Boudreau

Michala Boudreau

Client Service Specialist

Dawn Lemon

Dawn Lemon

Administrative Assistant

Emily Willis

Emily Willis

Administrative Assistant

Scott Grant

Scott Grant

Client Service Specialist

Patrick Bacon

Patrick Bacon

Paraplanner

Qualifications

  • Bachelor of Arts, General Studies, Concentration in Business Administration,

    Bachelor of Arts, Psychology, Louisiana Tech University

    Series 7, Series 66, Series, 9

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