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You are why we are here. As a family-owned business we offer individual care and quality products to help protect your family’s future without the distraction of sales quotas and corporate decrees. With you in mind, Wealthcare’s independent advisors and staff continue learning and striving ahead to bring you the very best financial care. At Wealthcare Services, we want you to be able to trust your advisor to offer sound advice to build a solid foundation to achieve your goals. This is where our growth is yours.
With over 30 years of experience in the financial services industry, Lavon has a widespread knowledge of tax, legal, and economic concepts. He has worked with individuals and business owners in the areas of wealth management and individualized planning with a particular knack for risk management and in-depth estate and entity planning. He has a passion for making a dollar go further and loves helping clients set and achieve their financial and investment goals.
Lavon has been married for over 30 years and has four grown children and two grandchildren. He has served as an elder in his local church and is on the board of several local and statewide non-profit organizations. Lavon enjoys music, dancing with his bride Jessica, and watching a good movie. He is an avid Saints fan and a proud member of the “Who Dat Nation.”
Lavon graduated from Louisiana Tech University with a degree in Engineering and went on to earn the CERTIFIED FINANCIAL PLANNER™ designation. He has commanded the platform before professional and industry groups, even offering continuing education for the Louisiana Society of CPAs. He has been a member of the Financial Planning Association and holds Series 6, 7, 24, and 63 licenses in additional to life, health and variable annuity licenses.
Check the background of this investment professional on FINRA'S BrokerCheck.
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Tanner has been with Wealthcare Services since July of 2024 and the financial industry since 2018, with experience in insurance, investment advice, and planning. Dakota's greatest desire is to serve whatever purpose he finds himself in to the best of his abilities, whether it is onboarding new clients or assisting current clients in whatever need may arise. He gives direction to our office administration and client servicing, and genuinely values building relationships with our clients.
He earned a Bachelor's degree in General Studies from Southeastern Louisiana University in Hammond, Louisiana. He holds a Series 65 license. When he is not working, Dakota enjoys spending time with his wife, reading good books, hunting, and fitness.
Check the background of this investment professional on FINRA'S BrokerCheck.
Having worked as a Marketing Consultant for Revlon and a Pharmaceutical Sales Rep for Abbot Laboratories, Jessica keeps our office running smoothly with her attention to detail and outstanding people skills – a rare combination in the workplace. While homeschooling her four children through their elementary and secondary education, she also served in numerous organizational capacities including State Representative for the NCFCA – a national speech and debate association, and Graduation Coordinator for the NHEA for many years.
She graduated from Louisiana Tech University with a Bachelor's degree in Marketing. She has an eye for interior design, and enjoys planning and hosting events.