BCM Advisors, LLC

Montgomery Gossen is a CFP® and Series 65-registered advisor at BCM Advisors, LLC with 11 years of industry experience. He has been with BCM Advisors, formerly Billeaud Capital Management, for 10 years and previously worked at Ahrens Investment Partners for one year. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm employs primarily indexed mutual funds and ETFs across Growth, Balanced, and Conservative strategies, including Social Values variants, with daily monitoring and quarterly reviews.

George Holland IV is a financial advisor at BCM Advisors, LLC with 19 years of industry experience. He has been with BCM Advisors, formerly Billeaud Capital Management Inc., since 2009 and previously worked at Cullen Investment Group from 2007 to 2009. Holland holds Series 63 and Series 65 licenses. He serves on the board of directors for the Oil Center Association, a nonprofit promoting Lafayette, Louisiana’s business community. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs asset-class, primarily indexed mutual fund and ETF strategies, and offers personalized indexing through a sub-advisory agreement with Vanguard Personalized Indexing Management.

Stephenie Scelfo is a financial advisor at BCM Advisors, LLC with a Series 65 designation and over 14 years of industry experience. She previously worked at Ottinger Hebert LLC for 13 years before joining BCM Advisors. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and a variety of institutional and business clients, utilizing primarily indexed mutual fund and ETF strategies with regular account monitoring and personalized options.

Joseph Billeaud is a financial advisor with BCM Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at Billeaud Capital Management, Inc. since 1995. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF approach, offering multiple investment strategies with daily monitoring and quarterly reviews.

Leslie Campora is a financial advisor at BCM Advisors, LLC in Lafayette, LA, holding a Series 65 designation. Campora has five years of experience at BCM Advisors and prior experience at Pedestal/B1Bank and Capital One Investment Services. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm uses primarily indexed mutual funds and ETFs across Growth, Balanced, and Conservative strategies, including Social Values variations, with daily monitoring and quarterly reviews.

Ernest Domingue is a financial advisor with BCM Advisors, LLC in Lafayette, LA, holding a Series 65 designation and 16 years of industry experience. He has been with BCM Advisors (formerly Billeaud Capital Management, Inc.) since 2009 and also manages Hille Investments, LLC, a private investment firm with a 40% ownership interest in Venoscope, LLC. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF investment approach with multiple portfolio strategies and offers personalized indexing through a sub-advisory relationship with Vanguard Personalized Indexing Management.

Kaleb Price is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with BCM Advisors, LLC, where he has worked since 2023. His prior roles include positions at Apex Capital Management, Arsement, Redd & Morella, and Thibodaux, Hebert, Deshotels, Leblanc. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm employs primarily indexed mutual fund and ETF strategies across growth, balanced, and conservative approaches, offering personalized indexing through a sub-advisory agreement with Vanguard.

Erin Mcmenemon is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at BCM Advisors, LLC. She has been with BCM Advisors since 2016, including its predecessor firm Billeaud Capital Management. Outside of her advisory role, Mcmenemon holds a managing member position with Compass Capital Partners, where she is involved in oil and gas consulting and project work. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF investment approach with regular portfolio monitoring and offers personalized indexing through a sub-advisory agreement with Vanguard Personalized Indexing Management.

Jonas Lowery is a CFP® with six years of industry experience, currently serving as an advisor at BCM Advisors, LLC since 2019. Before joining BCM Advisors, he worked at Midsouth Bank from 2016 to 2019. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm implements asset-class, primarily indexed mutual fund and ETF strategies with daily monitoring and quarterly reviews.