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.

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 evaluates the resources available throughout the firm to determine which are best suited for each client’s current and future needs. These include capabilities in investment planning, trusts, and wealth transfer strategies and investments.

Jim 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, Jim involves other specialists to provide comprehensive wealth management capabilities that help his clients toward meeting all of their financial goals.

Jim has 30 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 1989 with Merrill Lynch. In 1992, he began working for JPMorgan Chase Bank NA as the Personal Trust Department Manager and then as an Investment Specialist in their Private Wealth Management Department for 15 years. He joined Wells Fargo Advisors in 2009. Jim has been serving the Baton Rouge and surrounding markets since 1990.

Jim holds a Life, Health and Variable Annuity Insurance License in addition to the following securities registrations: Series 6,7, and 66. He has also attained industry designation for the Certified Investment Management Analyst, CIMA®

Education
MBA • Louisiana State University
BS • Finance • Louisiana State University

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.

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.

An industry veteran since 1976, Kathleen's multifaceted skills lend extensive experience in ensuring that clients receive the utmost care and attention. She takes great pride in delivering exceptional service. For the past 18 years, she has been committed to ensuring that each of the team’s clients are provided the access, timely information, and proactive communication they depend on in the caring and friendly manner that they have come to rely on.
 
Kathleen has gained experience in all aspects of the financial industry over the last four decades. She maintains her Series 7, 66, and Series 63 registrations, and has her Life Insurance and Annuities licenses. Additionally, she holds the designation of Financial Paraplanner Qualified ProfessionalTM.    

Kathleen currently lives in Amite, Louisiana. She is a native of Abbeville, Louisiana, where she maintains deep roots and family ties.  She attended Abbeville High School and continued her studies at ULL (formally USL). In addition, Kathleen has a certification in religious studies.

Maria 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 licenses in addition to the Louisiana Life, Health, and Variable Annuity registrations.

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.