Financial Planners
in New Orleans, Louisiana
Based in New Orleans, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
Connect with Us
Connect with One of Our Trusted Financial Planners in New Orleans, LA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our New Orleans Financial Planners & Advisors
Managing Directors
Bobby Comeaux, JD, AIF®
Partner, Managing Director
Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.
Rocky Daigle, AIF®, JD
Partner, Managing Director
Rocky Daigle is a partner and managing director of Beacon Pointe’s New Orleans office handling select client relationships and the corporate retirement plan division. Prior to joining Beacon Pointe Advisors, and after several years as a practicing attorney, Rocky founded CBD Wealth Management in 2004, partnering up with high school classmates and fraternity brothers Walt Bond and Bobby Comeaux to build a financial planning business from scratch to help hard-working families meet their retirement dreams. In 2019, he was recognized as one of the Best-in-State Wealth Advisors by Forbes Magazine. Rocky is a New Orleans native, and alumnus of Jesuit High School, he received a B.S. in Finance from LSU and received his Juris Doctorate from LSU Law School. He is an active member of the community, having served in leadership roles on numerous boards and committees of civic, professional and charitable organizations, including Jesuit High School, Christian Brothers School, Dominican High School and Boys and Girls Clubs of Southeast Louisiana. When he’s not at the office, Rocky tries to find time to get his golf handicap to a manageable number, play tennis, travel with his wife and his three young adult children, and follow the New Orleans Saints.
Walt Bond, JD, CFP®
Partner, Managing Director
Walter A. Bond (Walt), J.D., CFP®, is a partner and managing director of Beacon Pointe’s New Orleans office. He provides comprehensive financial planning on a more personal level to retirees and business owners with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. Prior to joining Beacon Pointe Advisors, he teamed up with Bobby Comeaux and Rocky Daigle in 2004 to open their own advisory practice, CBD Wealth Management. For three years beginning in 1995, he gained valuable experience as a practicing attorney specializing in the areas of defense litigation and estate planning. Prior to law school, he worked as Assistant Vice President of Commercial Lending with Hibernia National Bank. Walt obtained a Bachelor of Science in Finance from LSU in 1989. He returned to LSU where he earned his Juris Doctorate from LSU Law School in 1995. He became a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2011. Walt’s community involvement includes The Leukemia & Lymphoma Society, Dominican High School, Jesuit High School, Christian Brothers School and St. Dominic Church and School. Walt, his wife and their three children are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.
Wealth Advisors
Ben Hess
Associate Wealth Advisor
Ben Hess is an Associate Wealth Advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Prior to joining Beacon Pointe, Ben was an intern and then a full-time member of the CBD Wealth Management team. As a New Orleans native, Ben is a third-generation graduate of Jesuit High School, where he achieved Class 5A All-State Honors in baseball, and is a graduate of LSU earning a B.S. in Finance. In his free time, you will find Ben with family, friends, or his high school sweetheart. He loves the people and the environment of the New Orleans community, and his glass-half-full personality fits in perfectly with our team.
Brent Sheppard, LLM, JD, CFP®
Wealth Advisor
Brent J. Sheppard is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Brent served in wealth advisor and relationship manager roles with regional and national banks located in the New Orleans area. Throughout his career, Brent has helped clients identify, plan for and work toward their financial goals and enjoys working with clients to navigate the challenges of saving and investing for a secure financial future. Brent graduated from Louisiana State University with a bachelor’s degree in Economics and his Juris Doctor (J.D.) from Louisiana State University Law School. He also received his LL.M. in Taxation from Boston University School of Law and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Brent enjoys an active lifestyle and spending time with his family.
Doug Tillman
Senior Wealth Advisor
Doug A. Tillman is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe and CBD Wealth Management, Doug has served in a number of positions in the financial and banking industries holding the position of Vice‐President of Asset Acquisitions and Risk Management for Crescent Bank & Trust and its affiliated companies, a founding member and Executive Director for ReMark Capital Group, LLC, a Goldman Sachs & Co. company, and running a consulting firm focused on multi-industry businesses, banks, credit unions, and finance companies where he performed corporate advisory work, strategic planning and financial analysis for his clients. Throughout his career, Doug has helped a wide variety of companies achieve their goals and made the decision to transition to CBD Wealth Management to advise individual investors and business owners on their financial planning, business consulting, and investment needs prior to joining Beacon Pointe Advisors. Doug earned his MBA in 2001, and his Bachelor of Science in Accounting in 1997 from the University of New Orleans. Doug is an active volunteer with many local schools and charities, and currently serves as President of the Christian Brothers Foundation Board, Founder and Past President of the New Orleans Catholic Men’s Club Association, Past President of the Archbishop Rummel High School Alumni Association, and Past President of St. Matthew Men’s Club. He is an avid hunter and fisherman and enjoys spending time with his family.
Evan Francioni
Associate Wealth Advisor
Evan Francioni is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Evan was a third-generation graduate of Archbishop Rummel High School. Out of high school, he played baseball at the University of New Orleans before transferring to Louisiana State University to play football. While at LSU, Evan was a 3-year letterman, a National Champion, 4-time All-SEC Honor roll, and attained captainship accolades. Evan graduated from LSU with a B.S. in Finance. In his free time, you will find Evan with loved ones, enjoying the outdoors, working out, or servicing his community.
Ian Blanchard, AIF®
Senior Wealth Advisor
Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Ian joined CBD Wealth Management in 2011 as a wealth advisor and focused on implementing financial research into portfolios tailored for each client’s specific needs. He plays an integral role in the financial planning process, interacting with clients and financial advisors in the development and monitoring of individual investment strategies and decisions. He is responsible for conducting research and analysis on current and future portfolio holdings, evaluating and monitoring portfolio risk and recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as helping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian attended Louisiana State University where he obtained a Bachelor of Arts and Sciences in Economics with a double minor in Latin and Sociology. He is also a magna cum laude graduate from Jesuit High School in New Orleans. Ian lives with his wife and their two children in Lakeview, and in his free time he enjoys duck hunting, fishing and tennis.
Janic Hoyuela
Wealth Advisor
Janic Hoyuela is a Wealth Advisor in Beacon Pointe’s New Orleans office and has worked in the financial industry since 2007. He is responsible for working with plan sponsors in areas such as plan design, implementation, fiduciary services, investment reviews, fee analysis, and participant retirement readiness. Janic also partners with Beacon Pointe’s investment and financial planning teams to provide individuals with holistic and personalized financial solutions to meet their goals and objectives. Janic graduated with a B.S. in Finance and International Business from Loyola University New Orleans. He is also fluent in Spanish and holds the Certified Plan Fiduciary Advisor (CPFA) designation. In his spare time, he and his wife, Ashley, enjoy running after their two young children, Lilette and Lucien. On weekends, you will often catch them at the Aquarium, Zoo, Children’s Museum, or parks/playgrounds in the Uptown area. Janic is also an avid tennis player and has played competitively at the 4.5 level in various USTA local leagues for over a decade.
Megan Cochran
Dir. of Operations, Wealth Advisor
Megan Cochran serves as a Wealth Advisor and the Director of Operations at the Beacon Pointe New Orleans office. Since beginning her career in 2009, Megan has developed a comprehensive skill set in various areas, including retirement plan design and implementation, fiduciary services, fee analysis, and individual financial planning. Her approach focuses on providing holistic and personalized financial solutions tailored to meet the unique goals and objectives of her clients. Megan works closely with individuals and plan sponsors, ensuring their needs are addressed efficiently and effectively through collaborative efforts.
Megan’s journey into finance began early in life, influenced by her parents’ exposure to the financial aspects of running a small business. This exposure sparked her interest and eventually led her to pursue a Bachelor of Science degree in Finance and Economics from Loyola University New Orleans. Following her academic pursuits, Megan embarked on her professional journey, initially joining a national bank where she held various roles. However, her desire for a more localized, family-oriented, and client-focused environment ultimately led her to CBD Wealth Management (CBD), which merged with Beacon Pointe Advisors in 2020. Outside of the office, Megan remains connected to her community and is very involved with the John Curtis Christian School. She prioritizes quality time with her family, enjoying moments with her husband, Joe, and their two daughters, Elle and Zoe.
Mollie Taylor, CFP®
Wealth Advisor
Mollie Taylor is a wealth advisor in Beacon Pointe’s New Orleans office and is passionate about providing integrated goals-based financial planning to help executives, professionals, and families achieve their wealth aspirations. Before Beacon Pointe and CBD Wealth Management, Mollie served in several positions in the financial and banking industries with Sterne Agee, Stifel Financial Corp., and Capital One Investing. She holds a B.S. in Economics with a minor in Accounting from Loyola University New Orleans. In addition, she holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Mollie is an active volunteer with many local schools and charities and serves on the St. Catherine of Siena Finance Committee. In her free time, Mollie enjoys spending time outside the office with her husband and two children. She is also a proud member of the Mardi Gras Krewe of Iris.
Scott Schneider, CFP®, CLU®
Wealth Advisor
Scott Schneider is a Wealth Advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients achieve their financial goals. Scott has worked in the financial services industry since 2008. Prior to joining Beacon Pointe Advisors, Scott worked at Northwestern Mutual Investment Services, LLC and TIAA-CREF where he helped clients with investment planning, retirement income planning, and insurance planning. Scott is a New Orleans native who graduated summa cum laude from Brother Martin High School, before obtaining his Bachelor of Science in Business Management from The University of New Orleans. Scott currently holds the CLU® (Chartered Life Underwriter) designation from the American College of Financial Services and is a CERTIFIED FINANCIAL PLANNER® (CFP®). In his spare time, Scott enjoys playing soccer, tennis, softball, and sailing; and spending time with his wife, Amy, and their 4 children: Adele, Sean, Clara, and Sloane.
Client Service & Operations
Brooke Macaluso
Client Service Associate
Brooke is a Client Service Associate in Beacon Pointe’s New Orleans office and is responsible for aiding in day-to-day operations along with servicing client needs. Her duties include providing high-touch client service, account administrative duties, and daily office operational tasks. Prior to joining Beacon Pointe, Brooke attended Louisiana State University (LSU) and graduated with a Bachelor of Science degree in Finance, maintaining magna cum laude. While at LSU, Brooke was an active member of the Delta Zeta sorority. In her free time, you will find Brooke spending time with her loved ones and staying active.
Ellen O’Reilly
Senior Client Service Associate
Ellen B. O’Reilly brings years of experience and commitment as a volunteer for various community organizations to her role in serving the needs of clients and team members in the Beacon Pointe New Orleans office. She puts her strong people skills to work answering client inquiries, scheduling appointments, and overseeing multiple office operations. Prior to Beacon Ponte, Ellen joined CBD Wealth Management in 2004 as a client service associate. She is a member of the Junior League of New Orleans and the St. Francis of Assisi Parish Council. Ellen’s strong organization skills and ability to multitask are due in part to raising four children – two boys and twin girls – and she is also a devoted grandmother to four.
Greg Dennie
Operations Manager
Greg is an Operations Manager for the Beacon Pointe New Orleans office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. Prior to joining Beacon Pointe Advisors, Greg worked for six years as a Client Service Specialist for Personal Financial Advisors in Covington, LA. Greg graduated from LSU with a Bachelor’s degree in Sports Administration in addition to a minor in Business Administration. Beyond his interests in investing and financial planning, in his spare time Greg enjoys being outside, hiking, biking, trying new restaurants and watching football.
Savannah Taucedo
Operations Associate
Savannah is an Operations Associate in the New Orleans office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. Savannah’s interest in finance came from an elective course she took her senior year of high school, where she first learned the importance of personal finance and financial planning. She attended Loyola University before graduating from the University of New Orleans, obtaining a Bachelor of Science in Finance, with a concentration in Financial Analysis. In her free time, Savannah enjoys gardening, exercising, and arranging flowers with her mother.
Connect with one of our trusted Financial Advisors in the New Orleans area.
We are here to be a partner with you on your personal wealth journey. Please contact our New Orleans, LA team if we can be of service.
