The Team

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.

    Our Advisors

    Kevin Murphy

    Kevin Murphy

    Private Wealth Advisor

    More about me...

    Designations

    CFP®

    Top Areas of Focus

    • Retirement Planning Strategies
    • Tax Planning Strategies
    • Investments

    Education

    BS, Business Administration, Northwestern State University, Natchitoches, LA
    CA Insurance #0H32796 AR License #1224061

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    Timothy Bruce Crain

    Timothy Bruce Crain

    Financial Advisor

    More about me...

    Designations

    CFP®, BFA, CRPC®, AAMS®

    Top Areas of Focus

    • Retirement Planning Strategies
    • Investments
    • Retirement Income Strategies

    Education

    Bachelor's Degree - Business Administration - Northwestern State University, Bachelor's Degree - Accounting - Northwestern State University
    CA Insurance #0G32450 AR License #1687363

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    Christopher Murphy

    Christopher Murphy

    Financial Advisor

    More about me...

    Designations

    BFA, CRPC®, APMA®

    Top Areas of Focus

    • Wealth Preservation Strategies
    • Tax Planning Strategies
    • Retirement Planning Strategies

    Education

    BS Bachelor of Science, Millsaps College, Jackson, MS
    CA Insurance #0I90593 AR License #4713796

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    Tanner Murphy

    Tanner Murphy

    Financial Advisor

    More about me...

    Designations

    CRPC®, CFA, CLTC®

    Top Areas of Focus

    • Investment Management
    • Retirement Planning Strategies
    • Wealth Preservation Strategies

    Education

    Bachelor of Business Administration, Finance, Texas Christian University (TCU)
    CA Insurance #0L80486 AR License #18201351

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    Susan Proaps

    Susan Proaps

    Private Wealth Advisor

    More about me...

    Designations

    CRPC®

    Top Areas of Focus

    • Investment Management
    • Retirement Planning Strategies
    • Cash Flow Management Strategies

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    Sharon Martin

    Sharon Martin

    Associate Financial Advisor

    More about me...

    Top Areas of Focus

    • Wealth Preservation Strategies
    • Tax Planning Strategies
    • Retirement Planning Strategies

    Education

    BA in Business Management, LSUS, 1981-1986
    AR License #8028999

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    Jennifer Hutchison

    Jennifer Hutchison

    Associate Financial Advisor

    More about me...

    Designations

    CRPC®
    CA Insurance #0M07456 AR License #15464418

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    Elsbeth Welch

    Elsbeth Welch

    Financial Advisor

    More about me...

    Designations

    CFP®

    Top Areas of Focus

    • Retirement Planning Strategies
    • Investments
    • Women's Financial Strategies

    Education

    Bachelor of Science, 1985, University of Southern Mississippi
    CA Insurance #0F11335

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    Our Staff

    Jamey Scott

    Jamey Scott

    Office Manager

    More about me...

    Qualifications

    • LA Life and Health Insurance Licensed
    Jeffrey Wiener

    Jeffrey Wiener

    Paraplanner

    Kristi Wagner

    Kristi Wagner

    Paraplanner

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    Qualifications

    • Series 7 Licensed
    • LA Life and Health Insurance Licensed
    • LA Notary Public
    Virginia Gleaton

    Virginia Gleaton

    Client Service Coordinator

    Amy Crain

    Amy Crain

    Client Service Specialist

    Kathy Bryant

    Kathy Bryant

    Client Service Specialist

    Ashley Laroche

    Ashley Laroche

    Business Development Specialist

    Casey Whitaker

    Casey Whitaker

    Business Development Specialist

    Jenay Champion

    Jenay Champion

    Marketing Specialist

    More about me...

    Qualifications

    • Bachelor of Science in Finance
    Alli Heath

    Alli Heath

    Business Development Specialist

    More about me...

    Qualifications

    • LA Life and Health Licensed
    Linda Abee

    Linda Abee

    Client Service Specialist

    Dana Shaffer

    Dana Shaffer

    Client Service Coordinator

    Cedell Bledsoe

    Cedell Bledsoe

    Paraplanner

    More about me...

    Qualifications

    • Series 7 Licensed
    • Series 66 Licensed