Laveer Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Timothy Bruce Crain

Timothy Bruce Crain

CFP®, BFA, CRPC®, AAMS®, CLTC®

Financial Advisor

Managing Partner of Laveer Wealth Management
Visit Timothy Bruce Crain's website
Kevin Murphy

Kevin Murphy

CFP®

Private Wealth Advisor

Managing Partner of Laveer Wealth Management
Visit Kevin Murphy's website
Christopher Murphy

Christopher Murphy

BFA, CRPC®, APMA®

Financial Advisor

Visit Christopher Murphy's website
Tanner Murphy

Tanner Murphy

CFA®, CRPC®, CLTC®

Financial Advisor

Visit Tanner Murphy's website
Susan Proaps

Susan Proaps

CRPC®

Private Wealth Advisor

Visit Susan Proaps's website
Jennifer Floyd

Jennifer Floyd

Financial Advisor

Visit Jennifer Floyd's website
Cedell Bledsoe

Cedell Bledsoe

MS

Financial Consultant

Visit Cedell Bledsoe's website
Sharon Martin

Sharon Martin

Associate Financial Advisor

Visit Sharon Martin's website
Connie Kittrell

Connie Kittrell

Associate Financial Advisor

Visit Connie Kittrell's website

Team

Virginia Gleaton

Virginia Gleaton

Client Service Coordinator

Amy Crain

Amy Crain

Client Service Specialist

Dana Shaffer

Dana Shaffer

Client Service Coordinator

Linda Abee

Linda Abee

Client Service Specialist

Jamey Scott

Jamey Scott

Office Manager

Qualifications

  • LA Health & Life Insurance License
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Kristi Wagner

Kristi Wagner

Paraplanner

Qualifications

  • LA Life & Health Insurance License
  • Series 7 License
  • LA Notary Public
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Nathalia Murphy

Nathalia Murphy

Operations Specialist

Kathy Bryant

Kathy Bryant

Client Service Specialist

Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Madisen Edstrom

Madisen Edstrom

Client Service Specialist

Qualifications

  • Bachelors in Apparel Marketing & Minor in Business
  • Kansas State University
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Lynette Juneau

Lynette Juneau

Client Service Specialist

Briana Holmes

Briana Holmes

Client Service Specialist

Qualifications

  • Centenary College of Louisiana,-B.A. Communication
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