Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Breaux G. Nader, CFP

Senior Financial Advisor
Senior PIM Portfolio Manager

Phone Number

(225) 612-7637

As a Financial Advisor, Breaux manages investment portfolios and provides customized planning for individuals, trusts and nonprofit organizations. He helps clients build wealth and takes time to examine multiple elements in their financial lives, including asset and liability management, insurance, estate planning strategies and tax implications. To serve his clients, Breaux has developed a network of top industry professionals and has access to world class resources and technology.

Breaux is a Senior Financial Advisor and has been helping his clients succeed financially since 2002. He is a Baton Rouge native and a 1995 graduate of Louisiana Tech University. Breaux has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2006. Breaux was recognized by Forbes as a 2018, 2019, 2021, 2022, 2023 and 2024 Best-in-State Wealth Advisor in the state of Louisiana. In addition to his individual Forbes recognition Breaux and his partner Brandon Hurley were named a 2023 Forbes Best-in-State Wealth Management team. He has been recognized by Wells Fargo Advisors Financial Network as a Platinum Council Member 2011-2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Breaux and his wife Holland have four daughters and enjoy traveling to visit them in New York. Breaux also enjoys supporting the LSU Tigers, playing golf and tennis as well as reading, travel and spending time with family and friends.


2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).
2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 
2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 
2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Certificates

CFP

Brandon Hurley, MBA

Senior Financial Advisor

Phone Number

(225) 612-7638

As a Financial Advisor, Brandon’s mission is to provide targeted, comprehensive financial advice - delivered with the highest level of personal service and professional integrity.

Brandon Hurley has served individual and institutional clients since 2007. Originally from Monroe, LA, he received his BA and MBA from Louisiana State University where he played football from 2001-2004, was a letterman on the 2003 LSU National Championship team for legendary coach, Nick Saban. During that time, Brandon was twice named Academic Tiger of the Year for his achievements in the classroom. In 2017, 2018, and 2019, Brandon was selected to the Forbes Top Next-Generation Wealth Advisors List. In 2020, 2021, 2022, 2023 and 2024 Brandon was selected by Forbes as a Best-in-State Wealth Advisor. In addition to his individual Forbes recognition Brandon and his partner Breaux Nader were named a 2023 Forbes Best-In-State Wealth Management Teams.

Brandon is a former President of the Tiger Gridiron Club. He enjoys traveling, watching the LSU Tigers, singing karaoke, and making memories with his wife, Rayne and their young children -- sons (Ellis and Dixon) and daughter (Sloan).


2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).
2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. (Source: Forbes.com) The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 ( Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 ( Source: Forbes.com). 2017 Forbes Top Next-Gen Wealth Advisors: Awarded June 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 ( Source: Forbes.com).   The Forbes Top Next-Gen Wealth Advisors Rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Certificates

MBA

Kevin Knobloch, CLU, ChFC, CFP

Senior Financial Advisor

Phone Number

(225) 612-7632

As a Senior Financial Advisor, Kevin Knobloch evaluates the resources available throughout the firm to determine which are most appropriate for each client’s current and future needs. These include capabilities in investment planning, trusts, and wealth transfer strategies, liability management and investments.

Kevin does this after first gaining a thorough understanding of his clients’ goals and priorities, determining their family responsibilities, plans for retirement and near-term and long-term goals. In addition, Kevin involves other specialists on the Wells Fargo Advisors team to provide comprehensive wealth management capabilities that help toward attaining their clients’ financial goals.
 
Kevin has 27+ years of experience in meeting clients’ special needs, as well as those of their business or profession, with special concern and consideration. He began his career in 1981 with Wachovia Bank, Winston Salem, North Carolina. He later worked for Arthur Andersen & Co. as an auditor, and with Bank of America, then NCNB Texas, as an analyst in their International Banking Group. After working for JPMorgan Chase Bank NA in their Private Wealth Management Department for 15 years, he joined Wells Fargo Advisors, in March of 2009. Kevin has been serving the Baton Rouge and surrounding markets since 1994.

Kevin has attained industry designations for a CERTIFIED FINANCIAL PLANNER ™, Chartered Life Underwriter™, Chartered Financial Consultant™, Certified Private Wealth AdvisorSM , Chartered Advisor in Philanthropy® , and holds a Life, Health and Variable Annuity Insurance License in addition to the following securities registrations: Series 6, 7, and 66. In 2008, Kevin was chosen by Barron’s magazine as one of its “Top 100 Financial Advisors”**. In 2009, Kevin was selected to Barron’s Top 1,000 Financial Advisors Ranking for the State of Louisiana.***

Education

MS • Finance • Louisiana State University MS • Accounting • Louisiana State University BS • Accounting • Louisiana State University
 

Trust services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
**2008 Barron’s Top 100 Financial Advisors: Awarded April 2008; Data Compiled by Barron's based on the time period from Jan. 2007 - Dec. 2007 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
***2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008 (Source: Barrons.com). The Barron’s Top 1,000 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Certificates

CLU, ChFC, CFP

James A. Poché III, CIMA

Senior Financial Advisor

Phone Number

(225) 612-7634

As a Senior Financial Advisor, Jim Poche draws on the full breadth of his firm’s resources to help clients address both their current financial priorities and long‑term objectives. He evaluates a wide range of capabilities—including investment planning, trust services, and wealth‑transfer strategies—to determine the most appropriate solutions for each client’s unique situation.

Jim begins every relationship by developing a deep understanding of his clients’ goals, family responsibilities, retirement plans, and near‑ and long‑term aspirations. He collaborates closely with specialists across the firm to deliver comprehensive wealth‑management strategies designed to support clients in pursuing all of their financial goals.

With more than 30 years of experience, Jim has a long history of serving individuals, families, and business owners with thoughtful guidance and personal attention. He began his career in 1989 with Merrill Lynch. In 1992, he joined JPMorgan Chase Bank, N.A., where he served as Personal Trust Department Manager and later as an Investment Specialist in the Private Wealth Management division for 15 years. Jim joined Wells Fargo Advisors in 2009 and has been dedicated to serving the Baton Rouge and surrounding communities since 1990.

In 2026, Longbridge Wealth Management was recognized on the Forbes Best‑in‑State Wealth Management Teams list, a distinction that highlights the team’s dedication to delivering exceptional client service and comprehensive financial guidance.

Jim holds Life, Health, and Variable Annuity Insurance Licenses, as well as Series 6, 7, and 66 securities registrations. He has also earned the Certified Investment Management Analyst (CIMA®) designation, reflecting his commitment to advanced investment education and professional excellence.

Education

MBA, Louisiana State University
BS, Finance, Louisiana State University
2026 Forbes Best in State Wealth Management Teams: Awarded January 2026; data compiled by SHOOK Research LLC based on the period from 3/31/24–3/31/25 (Source: Forbes.com). The Forbes Best in State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (variable by state), revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. A self completed survey was used for the rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best in State Wealth Management Teams.

Certificates

CIMA

Shaun A. Burns, CFP

Senior Financial Advisor

Phone Number

(225) 612-7633

With more than 35+ years' experience as a Banker and Financial Advisor, Shaun is dedicated to helping his clients meet specific financial goals. Shaun and his Team take a holistic approach to helping clients plan for their financial futures, with strategies designed to build wealth. In addition to managing clients’ money, he provides service where appropriate in investment planning, insurance, trust, and retirement services

Shaun has a BS in Civil Engineering and an MBA in Finance from Louisiana State University. He also holds Life, Health and Variable Annuity licenses as well as Series 7 and Series 65 registrations. Before joining Wells Fargo Advisors, Shaun worked as a Senior Investment Advisor at JPMorgan Private Wealth Management. Shaun received his CFP® designation on October 24th, 2011. Currently Shaun is a Senior Financial Advisor and Senior Pim Portfolio Manager. In 2024, Knobloch, Poche, Burns, Wealth Management Group was recognized by Forbes as a Best in the State Wealth Management Team. 

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies Shaun uses to stay on course toward meeting your objectives.

That is why he will work with you, one-on-one, to design investment strategies targeted to your specific needs and goals. In addition Shaun will help you stay current with tax law changes and estate plan issues to help preserve your wealth-now and for generations to come.

You’ll receive tools and support to develop a detailed inventory of all your financial assets through E-Money® , so you can find out exactly where you stand. This computerized evaluation puts your total securities portfolio in perspective by providing you with current price, profit or loss, income and current yield on items held in your portfolio. Shaun will help evaluate whether certain estate planning techniques-such as trust- are appropriate for your individual circumstances. He uses a team approach to coordinate estate planning with you and your attorney. Any Investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. Shaun will help ensure that your investment plan is put into action and that it is coordinated with your attorneys and accountants on your behalf.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Wells Fargo Advisors Financial Network is not a legal or tax advisor.

Certificates

CFP

Rita Lessard

Senior Registered Client Associate

Phone Number

(225) 612-7639

Rita has over 22 years of experience in the financial services industry. She handles the day to day administration of accounts, including opening new accounts, updating existing account information, trading and managing account transfers. She places the utmost importance on meeting client needs in an accurate and timely manner. Rita holds Series 7, 66, 9 and 10 registrations as well as life health and variable annuity insurance license for the state of Louisana.

Maria L. Landry

Senior Registered Client Associate

Phone Number

(225) 612-7635

Maria Landry has been in the financial services industry for over thirty years. As a Sr. Registered Client Associate, Maria handles the day to day administration of accounts. Maria always has a client-first mentality and does all she can to make sure client needs are met.

Maria graduated with a BS in Business Education from Louisiana State University. She holds Series 7 and Series 66 registrations in addition to the Louisiana Life, Health, and Variable Annuity license.

Jackie P Honeycutt

Branch Administrator
Senior Registered Client Associate

Jackie has been in the financial services industry since 1984 with experience in multiple aspects of the business. As the Branch Administrator she handles the day to day administration of the office in addition to taking great pride in ensuring our client’s needs are met in a timely and accurate manner. Jackie holds the Series 7, 63, 66, 9 and 10 registrations as well as the Life, Health and Variable Annuity Insurance license for the State of Louisiana.

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Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment to You
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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