Team
With Bezou Financial Planning Group, you partner with a team who provide personalized service for your needs, wants, and long-term goals. Whether you invest to build wealth or preserve assets, we know the importance of planning strategically for your future. Life, events, and financial markets can bring
the unexpected. We can’t predict, so we plan.
Jason Bezou
Certified Financial Planner™
Founder and President of Bezou Financial Planning Group
Jason Bezou, Founder and President of Bezou Financial Planning Group Jason is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS.) He is one of just 33 advisors in the United States handpicked by...
Derrek Gaspard
Certified Financial Planner™
Head of Operations
As Head of Operations, Derrek Gaspard serves as the point of contact for Jason Bezou’s clients, assisting them with account updates, placing trades, scheduling consultations, adjusting systematic purchases and other duties that...
Avery Brent
Head of Technology
Avery Brent provides technology solutions for the six branches in Louisiana, support for the advisors, and implementing client facing technology solutions. Avery’s primary objective is to ensure that...
Matthew Gegenheimer
Relationship Manager
Matthew Gegenheimer is a Quality Control Specialist in the New Orleans office of Bezou Financial Planning Group. Matthew runs internal reports that allow Bezou Financial Advisors to efficiently monitor client investment portfolios. He...
India McCoy
Relationship Manager
India McCoy is readily available to our clients throughout North Louisiana. She and a dedicated receptionist provide you with direct access to your entire financial planning team from a convenient location in our Monroe office. Her...