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

Timothy Bruce Crain

Timothy Bruce Crain

Financial Advisor

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Designations

CFP®, BFA, CRPC®, AAMS®, CLTC®

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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Kevin Murphy

Kevin Murphy

Private Wealth Advisor

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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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Christopher Murphy

Christopher Murphy

Financial Advisor

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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

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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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Elsbeth Welch

Elsbeth Welch

Financial Advisor

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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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Susan Proaps

Susan Proaps

Private Wealth Advisor

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Top Areas of Focus

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

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Sharon Martin

Sharon Martin

Associate Financial Advisor

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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

Financial Advisor

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Designations

CRPC®
AR License #15464418

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Our Staff

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

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Qualifications

  • LA Health & Life Insurance License
Kristi Wagner

Kristi Wagner

Paraplanner

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Qualifications

  • LA Life & Health Insurance License
  • Series 7 License
  • LA Notary Public
Kathy Bryant

Kathy Bryant

Client Service Specialist

Ashley Laroche

Ashley Laroche

Business Development Specialist

Jenay Champion

Jenay Champion

Marketing Specialist

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Qualifications

  • Bachelor of Business Administration with major in Finance at University of Louisiana at Monroe
Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Cedell Bledsoe

Cedell Bledsoe

Paraplanner

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Qualifications

  • Series 7 Licensed
  • Series 66 Licensed