Covington, LA Office

Garrett Leroux is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. He has held positions at firms including Purshe Kaplan Sterling Investments, Ameriprise, Wells Fargo Clearing, and Edward Jones. Outside of his advisory role, he has experience working in community businesses such as Gambino's Bakery and Varsity Theatre. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm provides wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Andrew Hoffman is a CFP® with 28 years of experience in the financial services industry. He has been with Beam Wealth Advisors, Inc. since 1999 and previously worked at Securities America Inc for seven years. Hoffman also practices as a Certified Divorce Financial Analyst, assisting clients and attorneys with financial settlements and court-related matters in divorce cases. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies based on Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Jason Sanchez is a financial advisor with Beam Wealth Advisors, Inc. in New Orleans, LA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc., and has been with Beam Wealth Advisors and Oban Wealth Management LLC since 2008. Outside of his advisory work, Sanchez serves as secretary for the Freret Street Market and Festivals, a community-based art market and festival, and is a board member of the Rotary Club of New Orleans Riverbend. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates tax and CPA services through affiliated entities.