Wealth is about more than money. It’s about being in a position to do the things that matter most to you. It all starts with a conversation; a thorough discovery discussion that will help Adam understand what matters most to you. With that information in hand, he’ll determine the appropriate strategy to help you attain your goals while striving to mitigate any unnecessary risk or expense. For Adam, this business is personal. It’s about more than being a client – it really is about developing relationships to help you achieve your goals. The founder of the Champagne Group of Wells Fargo Advisors Financial Network, Adam brings more than three decades of experience to the team. He directs the team’s investment management initiatives. His areas of focus include market evaluation and outlook, risk assessment, asset allocation, and portfolio design. He crafts customized investment strategies designed to reflect each client’s unique preferences, time horizons, and priorities, including future cash-flow needs and wealth transfer objectives.

Adam graduated from the University of Louisiana with a bachelor’s degree in business administration, majoring in finance. Adam and his wife, Mel, reside in Parks. They are the proud parents of two adult children, Annie and Claire, and one grandchild, Eric. As empty nesters, Adam and Mel are enjoying this new phase of their life together exploring some of their favorite hobbies. They enjoy traveling and have a particular passion for visiting National Parks. While camping, they take advantage of activities like biking, hiking, and paddling. Another favorite pastime is hitting the road a few times a year to watch Mel’s beloved Boston Bruins play. Adam believes in giving back to his community. He is an active member in his local civic club and his church.

Brian knows what it is like to have a dream and work hard to achieve it. He understands firsthand that every decision made impacts one’s family and future. His true passion is working with clients who have worked hard their entire lives to create the life they have always dreamed of, and helping them preserve it for generations to come. As the co-founder of the Champagne Group of Wells Fargo Advisors Financial Network, Brian works with his fellow advisors and focuses on developing comprehensive goals-based plans. Brian is instrumental in gathering, synthesizing, and analyzing client information, designed to enable him to create customized investment plans in the context of a client’s overall goals and objectives. Brian brings three decades of experience in client relations, management, and operations to each relationship.

Prior to joining the financial services industry, he worked in engineering and sales. Brian received his undergraduate degree at McNeese State University in Electronics Technology and his Master of Business Administration at LSU. In 2019, he earned the CERTIFIED FINANCIAL PLANNER® designation. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. Graduates of the CFP® program also agree to meet ongoing continuing education requirements.

Brian and his wife, Christine, reside in Cecilia. They are the proud parents of two adult children and three amazing grandchildren. Family time is important, so they can often be found at various sporting events. They also enjoy traveling. In his spare time, Brian enjoys staying active, and he supports his local community by serving on the St. Joseph’s Catholic Church council and finance committee. He also supports the local high school through sponsorships and volunteering for various events.

Ross joined the team in 2018 and has developed a strong, fundamental understanding of markets and comprehensive wealth planning. Working with the two senior financial advisors of the Champagne Group of Wells Fargo Advisors, Ross provides comprehensive investment planning by developing strong relationships based on a thorough understanding of your goals and objectives, learning what’s most important, and then working tirelessly to help you achieve them. Ross integrates your objectives into a customized plan that can be updated with you as life changes occur. His experience with data analytics allows him to create detailed investment strategies designed to fit your specific needs and situation. He believes this plan-based approach helps ensure clients stay on track.

In 2013, Ross graduated from UL Lafayette with a degree in accounting. Prior to joining the Champagne Group, Ross served as a public accountant, and he believes his previous experience brings a new perspective to the team that can help better serve clients. A Lafayette native, Ross loves all it has to offer. Family is a top priority for Ross. He is the proud uncle of two nieces and four nephews and spends as much time with them, as well as his other family members, as possible. A sports fan, Ross enjoys following UL and LSU sports. He is also an avid Reds fan, making a point to travel to Cincinnati annually to catch a few games. When he has some downtime, he enjoys hanging out with his rescue pups, Lily and Daisy.

Brock is dedicated to delivering impeccable client service designed to result in an exceptional client experience during every interaction.  He strives to ensure that each client’s administrative and operational needs are handled accurately and efficiently.

Brock is responsible for handling the day-to-day administration of accounts, including the opening of new accounts, updating of existing account information, managing accounts, fund transfers, and answering any other operational or administrative related questions from clients.

Brock, the newest team member, is actually no stranger to the Champagne Group of Wells Fargo Advisors Financial Network.  He served as the team’s Client Associate from 2014 to 2016.  As he was trying to settle on his career path, Brock left to pursue opportunities as a Pricing Analyst and as a Senior Accountant, returning to the team in late 2020.  The experience he gained in those roles have helped enhance his skills as a Client Associate, and, most importantly, solidify that this is the career he wants to pursue.

Brock graduated from UL Lafayette with a degree in finance and a minor in accounting.

Brock currently resides in Breaux Bridge with his wife, Cassie, and step-son, Griffin. In his spare time, he helps coach high school football at Lafayette Renaissance Charter Academy. Brock loves spending as much time with family as possible and also takes any opportunity he can to watch sports competitions, at all levels.