Rachel White

Mary Lucy Bergeron is a CFP® and Series 65-licensed advisor with two years of industry experience. She currently works at Hassell Wealth Management and has prior experience at Carr Riggs & Ingram, OneDigital Investment Advisers, and Kansas State University of Financial Services. Hassell Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach grounded in modern portfolio theory.

John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at LPL Financial LLC from 2005 to 2018 before joining his current firm in 2018. Outside of his advisory role, he is the owner of Hassell Family Enterprises, which operates a bed and breakfast in Gray, Louisiana. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory-based investment approach, building globally diversified portfolios tailored to each client’s risk profile and circumstances.

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, llc. Hassell also has a 20-year tenure associated with Hassell Wealth Management, LLC. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach to build globally diversified portfolios and manages accounts on a discretionary basis for approximately 400 clients.

Alexandra Hassell is a CFP® with 12 years of industry experience, currently serving at Hassell Wealth Management since 2018. Prior to this, she worked at LPL Financial, LLC from 2013 to 2018. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach based on modern portfolio theory and fundamental analysis.

Katherine Hebert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Her prior experience includes roles at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc., as well as positions at Foresters Financial Services and LPL Financial. Hassell Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm applies modern portfolio theory to build globally diversified portfolios tailored to each client’s risk profile and objectives.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and 20 years of industry experience. He has previously worked with Prime Investment Partners, LLC and Allocated Alliances, LLC. Outside of his advisory career, Ralph Bourgeois is also a practicing medical doctor in Houma, Louisiana. Ash Matson Wealth Partners provides investment advisory services to individuals and various institutional clients, focusing on individualized asset-allocation analysis and recommending third-party investment advisers. The firm acts primarily as an adviser and referral source without discretionary trading authority or custody of client assets.