As a Senior Financial Advisor with Longbridge Wealth Management, Breaux provides comprehensive wealth management and personalized investment planning for individuals, families, trusts, and nonprofit organizations. He takes a holistic approach to investment management, evaluating every aspect of a client’s financial life—including asset and liability management, insurance strategies, estate planning considerations, and tax‑efficient planning. Breaux leverages a network of top industry professionals and advanced financial technology to deliver a high‑quality client experience.

Breaux has been helping clients pursue financial confidence and long‑term success since 2002. A Baton Rouge native and 1995 graduate of Louisiana Tech University, he has been a CERTIFIED FINANCIAL PLANNER® professional since 2006. His dedication to excellence has earned him repeated recognition from Forbes as a Best‑in‑State Wealth Advisors in Louisiana (2018, 2019, 2021, 2022, 2023, and 2024).

Breaux has also been recognized for his leadership in team‑based wealth management. He and his partner Brandon Hurley were named to the 2023 Forbes Best‑in‑State Wealth Management Teams list. In addition, Longbridge Wealth Management earned the 2026 Forbes Best‑in‑State Wealth Management Teams award, reflecting the firm’s continued commitment to high‑quality financial advice and client service.

At Wells Fargo Advisors, Breaux was honored as a Platinum Council Member from 2011–2022. This distinction—formerly known as Premier Advisor—is awarded to a select group of advisors based on professional achievement, business production, educational accomplishments, and adherence to high standards of client service and professionalism.

Outside the office, Breaux and his wife Holland enjoy visiting their four daughters in New York. He is an enthusiastic LSU Tigers supporter and enjoys golf, tennis, reading, traveling, and spending time with family and friends.

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).
2024 Forbes Best in State Wealth Management Teams: 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 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).
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)
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) View Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

With nearly two decades of experience guiding clients through complex financial decisions, Brandon Hurley brings a disciplined, client‑first approach to his role as Senior Financial Advisor at Longbridge Wealth Management. Since beginning his career in 2007, he has built a reputation for delivering thoughtful, strategic guidance rooted in long‑term planning and genuine relationships.

A Monroe, Louisiana native, Brandon attended Louisiana State University, where he earned both his BA and MBA. During his time at LSU, he played football under legendary Coach Nick Saban and was a letterman on the 2003 National Championship team. His commitment to excellence extended beyond the field—Brandon was twice named Academic Tiger of the Year for his achievements in the classroom.

Brandon’s professional accomplishments have also been recognized nationally. He was named to the Forbes Top Next‑Gen Wealth Advisors list in 2017, 2018, and 2019. From 2020 through 2024, he was honored as a Forbes Best‑in‑State Wealth Advisors for Louisiana. In 2023, he and his partner Breaux Nader were recognized as a Forbes Best‑in‑State Wealth Management Teams, and in 2026, Brandon was part of the Longbridge Wealth Management Forbes Best‑in‑State Wealth Management Teams.

A leader in his community and among LSU alumni, Brandon previously served as President of the Tiger Gridiron Club, supporting the program and its student‑athletes.

Outside the office, Brandon is dedicated to his family—his wife, Rayne, their two sons, Ellis and Dixon, and their daughter, Sloan. He’s an avid LSU fan, enjoys traveling, singing karaoke, and spending quality time with his family creating memories together.

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)
2024 Forbes Best in State Wealth Management Teams: Awarded January April 2024; data compiled by SHOOK Research LLC based on the period from 06/30/22-06/30/23 (Source: Forbes.com)
2023 Forbes Best in State Wealth Management Teams: Awarded January April 2023; data compiled by SHOOK Research LLC based on the period from 06/30/21-06/30/22 (Source: Forbes.com)
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 July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com)
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 6/30/22 - 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 February 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/219 (Source: Forbes.com)View Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

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 Advisor^SM , 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.

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.

Shaun Burns is a Senior PIM Portfolio Manager at Longbridge Wealth Management, LLC with more than three decades of experience in banking and financial advising. Known for his steady perspective and thoughtful approach, Shaun helps individuals and families make confident, well‑informed financial decisions. His work centers on understanding each client’s goals and building strategies designed to grow, preserve, and transition wealth with clarity and purpose.

Shaun holds a BS in Civil Engineering and an MBA in Finance from Louisiana State University. He maintains Life, Health, and Variable Annuity licenses, along with Series 7 and Series 65 registrations. Before joining Wells Fargo Advisors, he served as a Senior Investment Advisor at J.P. Morgan Private Wealth Management. He earned his CFP® certification in 2011 and today serves as a Senior Financial Advisor and Senior PIM Portfolio Manager.

Shaun’s commitment to disciplined, client‑centered planning reflects the broader excellence of his team. In 2026, Longbridge Wealth Management, LLC was recognized by Forbes as a Best‑in‑State Wealth Management Team—an acknowledgment of the team’s dedication to delivering high‑quality service and long‑term guidance.

Shaun works closely with clients to design personalized investment strategies and adapt them as life evolves. Clients also benefit from eMoney®, a comprehensive planning platform that brings all assets into one clear, real‑time view, helping them stay organized and on track toward their goals.

Whether clients are planning for retirement, navigating major life changes, or seeking a more intentional financial strategy, Shaun provides steady direction and a disciplined approach to long‑term wealth management.

Shaun has been happily married for over 40 years. He and his wife Katherine have two children. He enjoys golf, pickleball, sailing and most of all LSU athletics. 

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). View Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

As a Financial Advisor, Kyle Knobloch takes a comprehensive, holistic approach to wealth planning, encompassing a wide spectrum of services including investment management, retirement planning, and estate planning strategies. His primary objective is to help empower clients with the knowledge and confidence necessary to make informed decisions to continuously strive to achieve their financial goals. Kyle ensures that clients feel both informed and in control throughout their financial journey. He recognizes that financial security transcends mere numerical values, encompassing the realization of lifelong dreams and the establishment of a robust foundation for future stability. 

Kyle does this after first gaining a thorough understanding of his clients’ goals and priorities, determining their family responsibilities, plans for retirement as well as near-term and long-term goals. In addition, Kyle involves other specialists as needed to provide comprehensive wealth management capabilities that help his clients toward meeting each of their financial goals.

In 2024 Kyle moved back to Baton Rouge and joined Longbridge Wealth Management as a Financial Advisor.  Prior to joining Longbridge Wealth Management Kyle worked for Eisner Amper, formerly Postlethwaite & Netterville in the Consulting Department and as a Trading Analyst and Vice President at Aegis Hedging Solutions, The Woodlands, TX developing, implementing and monitoring derivative hedging strategies for oil and gas producers. 

Kyle graduated with a BS in Finance from Louisiana State University in 2014. He passed the Certified Financial Planner® exam recognized for meeting the profession’s rigorous education, examination and ethical standards. In addition, he holds Life, Health and Variable Annuity Insurance License as well as Series 7 and Series 66 securities registrations.

Outside of the office Kyle enjoys playing golf, traveling, hiking and spending time with his wife Kendall.

James Poché helps individuals and families bring clarity and structure to their financial lives through personalized wealth planning. His approach focuses on aligning financial strategies with what matters most to clients—whether that means preparing for retirement, growing and protecting assets, or planning for future generations. 

James takes a relationship-driven approach, beginning with a deep understanding of each client’s unique circumstances, priorities, and long-term goals. When appropriate, he collaborates with other professionals to design thoughtful, forward-looking strategies tailored to each client’s needs.

Prior to becoming a financial advisor, James spent two years at Arthur J. Gallagher as an Inside Sales Executive, where he worked closely with small business owners to help protect their businesses through tailored insurance solutions. This experience strengthened his understanding of risk management and the practical challenges business owners face. 

James earned a Bachelor of Science in Finance from Louisiana State University, graduating in 2022. He holds a Life, Health, and Variable Annuity Insurance License, along with Series 7 and Series 66 securities registrations. James remains committed to ongoing professional development and delivering long-term value to the clients he serves.

Scott Burns is a financial advisor for Longbridge Wealth Management. He helps clients bring clarity and structure to their financial lives by identifying investment strategies that align with what matters most to them—whether that means preparing for retirement, growing and preserving assets, or planning for future generations. He takes a relationship-driven approach to advising, beginning with a deep understanding of each client’s unique circumstances, priorities, and long-term goals. When appropriate, he also collaborates with other professionals to design thoughtful, forward-looking strategies tailored to each client’s needs. 

Scott earned a B.S. in Economics from Louisiana State University in 2011 and his Master's and Ph.D. in economics from George Mason University in Fairfax, VA, in 2015 and 2017, respectively. In addition to his work as a financial advisor, he is also a tenured professor of economics at Southeastern Louisiana University. He previously served as a professor at Troy University and Ursinus College and as an instructor at George Mason University. 

Scott holds his SIE, Series 7, and Series 66 securities registrations. He remains committed to ongoing professional development and delivering long-term value to his clients.

Rita serves as a Senior Registered Client Associate at Longbridge Wealth Management, where she blends more than two decades of financial services experience with a strong foundation in customer service. Her career began in retail management with The Limited Corporation, where she learned the importance of listening, problem‑solving, and creating positive experiences for every customer. Those skills became the cornerstone of her transition into finance in 2000, when she joined Morgan Stanley and discovered her passion for supporting clients through meaningful financial decisions.

Today, Rita oversees a wide range of account administration responsibilities, from opening new accounts to coordinating transfers and executing trades. She is valued for her attention to detail, her steady professionalism, and her ability to make clients feel cared for and understood.

Rita and her husband, Steve, enjoy a full family life with their daughter and two grandchildren. When she’s not assisting clients, she loves to travel, read, and spend time with the people she loves. She holds Series 7, 66, 9, and 10 registrations, as well as life, health, and variable annuity insurance licenses in Louisiana.

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 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.