Team
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 (CFP®)
Director of Client Services
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...
Matthew Gegenheimer
Senior Planning Coordinator
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...
Avery Brent
Senior Client Services Representative
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...
India McCoy
Planning Coordinator
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...
Ruth Clark
Planning Coordinator
As a Relationship Manager, Ruth organizes and delegates tasks so that Bezou Financial follows through with the promises we make to our clients. Ruth is a critical component for the smooth handoff from our business development team, who...
