BCM Advisors, LLC

Montgomery Gossen is a CFP® and Series 65 credentialed advisor with 10 years of experience. He has been with BCM Advisors, LLC (formerly Billeaud Capital Management, LLC) since 2016. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and a range of institutional and business clients. The firm uses asset-class, primarily indexed mutual fund and ETF strategies with daily monitoring and quarterly rebalancing, offering several investment approaches including Growth, Balanced, and Conservative options with Standard and Social Values variations.

George Holland IV is a financial advisor with BCM Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with BCM Advisors since 2009. Outside of his advisory role, he serves on the Board of Directors for the Oil Center Association, a nonprofit organization supporting the business community in Lafayette, LA. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional clients. The firm employs an asset-class investment approach primarily using indexed mutual funds and ETFs, offering multiple strategies including growth, balanced, and conservative options with standard and social values variations.

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.

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® with four years of industry experience, currently affiliated with BCM Advisors, LLC. His prior roles include positions at Apex Capital Management, LLC, Arsement, Redd & Morella, LLC, and Thibodaux, Hebert, Deshotels, Leblanc, LLC. 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, offers personalized indexing through a Vanguard sub-advisory agreement, and manages accounts with regular reviews and rebalancing.

Erin Mcmenemon is a CFA® charterholder with 12 years of industry experience. She has been with BCM Advisors, LLC since 2016 and previously worked at Alpina Capital, LLC from 2013 to 2016. Outside of her advisory role, she is a managing member of Compass Capital Partners, involved in oil and gas consulting and project consulting. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional clients. The firm employs an asset-class, primarily indexed mutual fund and ETF approach, with multiple investment strategies and personalized indexing options.

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.