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Thomas Gregory Hesse

Advisor at Meridian Wealth Management, LLC — Lafayette, LA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Lafayette, LA 70508

Meridian Wealth Management, LLC logo

Meridian Wealth Management, LLC

Multi-team

Total advisors

58

Across 15 offices

Clients per advisor

93 High

Avg AUM per client

$812,134 High

HNW client ratio

19% Typical

About

Thomas Hesse is a financial advisor at Meridian Wealth Management, LLC with a Series 65 designation. He has been with Integrity RIA, LLC since 2025 and previously worked at Integrity RIA from 2023 to 2025. Outside of his advisory role, he serves as the assistant pro shop manager at Oakbourne Country Club, where he coordinates membership and manages the pro shop. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan services with a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Client services

Based on Meridian Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Meridian Wealth Management, LLC

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Meridian Wealth Management, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fees ranging from $250-$500 per month or quarter for financial planning and consulting services; fixed amount fees may apply for retirement planning services.

Project-based

Hourly rate up to $350 per hour for financial planning and consulting services; hourly rates may also apply for retirement planning services.

Subscriptions

$5 per month technology platform fee for accounts valued over $7,000, with discretion to waive.

Location

See office

Lafayette, LA

221 Southpark Rd, Suite C1

Lafayette LA 70508

Advisors at this office

2

Most active in

Louisiana

Work history

< 1 year of industry experience

Integirty RIA, LLC

2025 - Present • 1 year

Lafayette, LA

Integrity RIA

2023 - 2025 • 2 years

Lafayette, LA

University of Louisiana at Lafayette

2019 - 2022 • 3 years

Lafayette, LA

Oakbourne Country Club

2019 - Present • 7 years

Lafayette, LA

Teurling Catholic High School

2015 - 2019 • 4 years

Lafayette, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cannon G

Series 65

Lafayette, LA

W&S BROKERAGE Services, Inc.

Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.

ESG / Sustainable investing Tax-loss harvesting
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Dexter L

Series 65

Lafayette, LA

Horizon Capital Management, Inc.

Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.

ESG / Sustainable investing Active portfolio management
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Alajahwon R

Series 63, Series 66

Lafayette, LA

A.B. Ridgeway Wealth Management LLC

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brent A

Series 65

Lafayette, LA

Vermilion Asset Management, LLC

Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Wealth management
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Milton K

Series 65

Lafayette, LA

Kidd Vision Capital LLC

Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting
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Amie V

Series 66

Youngsville, LA

Capital Financial Planners, LLC

Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Wealth management Passive / index investing
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