Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management advises individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and manages approximately $365 million in discretionary assets.

Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.