Our Team
Meet Our Experienced Financial Professionals.
Lavon H. Welch, CFP®
President | Wealth Advisor
With over 30 years of experience in the financial services industry, Lavon has a widespread knowledge of tax, legal, and economic concepts. He has worked with individuals and business owners in the areas of wealth management and individualized planning with a particular knack for risk management and in-depth estate and entity planning. He has a passion for making a dollar go further and loves helping clients set and achieve their financial and investment goals.
Read more
Lavon has been married for over 30 years and has four grown children and two grandchildren. He has served as an elder in his local church and is on the board of several local and statewide non-profit organizations. Lavon enjoys music, dancing with his bride Jessica, and watching a good movie. He is an avid Saints fan and a proud member of the “Who Dat Nation.”
Lavon graduated from Louisiana Tech University with a degree in Engineering and went on to earn the CERTIFIED FINANCIAL PLANNER™ designation. He has commanded the platform before professional and industry groups, even offering continuing education for the Louisiana Society of CPAs. He has been a member of the Financial Planning Association and holds Series 6, 7, 24, and 63 licenses in additional to life, health and variable annuity licenses.
Check the background of this investment professional on FINRA'S BrokerCheck.
Allison Trahan, CRPC
Financial Advisor
Allison believes the most effective financial planning begins with listening—because people don’t just want a plan, they want to feel understood.
With over a decade of experience, Allison helps individuals and families clarify what matters most to them and build thoughtful strategies to support their goals. Known for her relational approach, she believes financial advice is most impactful when it reflects not only numbers, but values, priorities, and real-life circumstances.
Read more
In 2021, Allison earned the Chartered Retirement Planning Counselor™ (CRPC®) designation, underscoring her focus on retirement planning, asset management, and estate planning. She is passionate about guiding clients toward their own vision of financial success and prides herself on building long-term relationships grounded in trust, communication, and care.
Married for 24 years and the mother of two children, Allison understands firsthand the evolving financial decisions families face at every stage of life. That perspective shapes how she works with clients—meeting them where they are and helping them move forward with confidence.
Outside of her practice, Allison enjoys spending time with her family, hiking, reading, and gardening. She is an active member of her church, values a healthy lifestyle, is an avid NASCAR fan, and adores her rambunctious goldendoodle, Truman.
Check the background of this investment professional on FINRA'S BrokerCheck.
Jessica Welch
Office & Marketing Manager
Having worked as a Marketing Consultant for Revlon and a Pharmaceutical Sales Rep for Abbot Laboratories, Jessica keeps our office running smoothly with her attention to detail and outstanding people skills – a rare combination in the workplace. While homeschooling her four children through their elementary and secondary education, she also served in numerous organizational capacities including State Representative for the NCFCA – a national speech and debate association, and Graduation Coordinator for the NHEA for many years.
Read more
She graduated from Louisiana Tech University with a Bachelor's degree in Marketing. She has an eye for interior design, and enjoys planning and hosting events.
Check the background of this investment professional on FINRA'S BrokerCheck.