Laveer Wealth Management

Laveer means "to sail against the wind”, which emulates our purpose of helping our clients as they navigate the potential "head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our team's mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.


    Advisors

    Kevin Murphy

    Kevin Murphy

    Private Wealth Advisor

    Visit Kevin Murphy's website
    Timothy Bruce Crain

    Timothy Bruce Crain

    Financial Advisor

    Visit Timothy Bruce Crain's website
    Christopher Murphy

    Christopher Murphy

    Financial Advisor

    Visit Christopher Murphy's website
    Tanner Murphy

    Tanner Murphy

    Financial Advisor

    Visit Tanner Murphy's website
    Susan Proaps

    Susan Proaps

    Private Wealth Advisor

    Visit Susan Proaps's website
    Sharon Martin

    Sharon Martin

    Associate Financial Advisor

    Visit Sharon Martin's website
    Jennifer Hutchison

    Jennifer Hutchison

    Financial Advisor

    Visit Jennifer Hutchison's website
    Elsbeth Welch

    Elsbeth Welch

    Financial Advisor

    Visit Elsbeth Welch's website

    Team

    Jamey Scott

    Jamey Scott

    Office Manager

    Qualifications

    • LA Life and Health Insurance Licensed
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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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    Virginia Gleaton

    Virginia Gleaton

    Client Service Coordinator

    Amy Crain

    Amy Crain

    Client Service Specialist

    Kathy Bryant

    Kathy Bryant

    Client Service Specialist

    Linda Abee

    Linda Abee

    Client Service Specialist

    Dana Shaffer

    Dana Shaffer

    Client Service Coordinator

    Jeffrey Wiener

    Jeffrey Wiener

    Client Relationship Manager

    Cedell Bledsoe

    Cedell Bledsoe

    Paraplanner

    Qualifications

    • Series 7 Licensed
    • Series 66 Licensed
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