Baton Rouge
Jerry Goss is a Certified Financial Planner™, Chartered Financial Consultant and Chartered Life Underwriter. After earning a Bachelor of Business Administration, Finance, from Texas A&M in 1972, Jerry worked as an employee benefit consultant for a major life insurance company, designing and funding retirement plans.
In 1980, he joined A.G. Edwards & Sons (NYSE Member Firm) and founded Goss Wealth Management, a successful financial planning and investment management firm where he serves as CEO-Managing Director of Investments. While affiliated with A.G. Edwards and later Wells Fargo, Goss Wealth Management focus has been helping individuals and families achieve their financial and investment goals. In 2014, he chose to affiliate with LPL Financial, the nation’s largest independent broker/dealer, * to provide his firm and clients with access to an even broader array of sophisticated financial and investment planning tools and resources.
Jerry has served in a variety of civic capacities including Capital Area United Way, Mary Bird Perkins Cancer Center, Young Life, Fellowship of Christian Athletes; as well as Folds of Honor, Connections Ministries, Gardere Initiative, Gardere Christian Community School and Teach for America. He enjoys traveling with family and friends, playing golf, reading and decompressing at the beach. Jerry has been married to his wife, Devera, since 1981 and has four children, Amanda, Alex, Page and Matt and a growing number of grandchildren.
I was led into the business of wealth management purely by interest. I studied at Louisiana Tech and graduated with my Bachelor’s in Finance. I can remember back to a research paper I completed on Gillette Stock and was fascinated with stocks from that point on. My career in finance took off after graduation.
I’ve been in the business for over 20 years and have experienced the highs and lows of the market, tech bubble, and the two worst downturns in recent market history. I understand what it takes to protect my clients and always have their best interest in mind as their financial advisor.
My clientele is varied. While many of the individuals and families we work with are retired energy, chemical and petroleum-industry executives and employees, we welcome all prospective clients with open arms.
In my time away from wealth management, I serve as a board member of the University of Holy Cross. My wife and I are passionate about music, food, and traveling. I also enjoy playing tennis, am an avid swimmer, and when time permits, we love visiting Santa Rosa Beach, Florida.
It is my goal to keep up with the ever-changing financial industry to provide the best service possible to our clients, and we look forward to providing you with the same level of service.
Josh Barnett is the Vice President of Financial Planning at Goss Wealth Management. He is responsible for putting together the big picture which helps clients aim to achieve their long-term goals. Josh is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Retirement Planning Counselor, CRPC® from the College for Financial Planning. He has also obtained his Series 7 which is held through LPL Financial and his Series 66 which is held through LPL Financial and Goss Wealth Management. Josh believes there is a right way, a best solution to almost everything in life. This desire for efficiency and effectiveness drives him to spend time, energy, and resources to research thoroughly and seek experts to have full confidence moving forward.
Josh was born and raised in Baton Rouge and is a graduate of LSU where he studied management, finance, and economics. In his spare time, he enjoys golf, fishing, LSU sports, podcasts, working out and traveling (14 countries and counting!). He is an active member in his church, Grace Life Fellowship, where he has worked with the Youth, taught financial stewardship classes, and currently serves on the missions committee.
Kate obtained her bachelor’s degree in Finance and Accounting from Southeastern Louisiana University in December of 2021 and joined the team in February of 2022. Kate is a Chartered Retirement Planning Counselor, CRPC®, and she holds the Series 7 with LPL Financial and a Series 66 with LPL Financial and Goss Wealth Management. At the office, Kate works closely with the team as a financial advisor. She is passionate about helping her clients to achieve their financial goals and gain confidence in knowledge of their personal finances. Outside of the office, Kate enjoys being out on the water, spending time with family and friends, cooking, and traveling.
(E): [email protected]
Abby McClure is a native of Minneapolis, MN and relocated to Baton Rouge in 2014. She has worked in the financial services industry since 2015.
At Goss Wealth Management she provides administrative assistance to the office and its advisors. Abby also serves as a member of the client services team, helping with any operational support necessary.
Abby has 3 young children and enjoys raising them, as well as spending time with her family and friends.
Carrie Cormier is a graduate of Louisiana State University and began her financial services career in 2007. She holds her Series 7 and 24 through LPL Financial. Additionally she has a Series 66 that is held through LPL Financial and Goss Wealth Management. Carrie began working as a registered client service associate and now continues as Operations Manager.
At Goss Wealth Management she provides administrative assistance to the office and its advisors. Carrie also serves as a member of the client services team, helping with any operational support necessary.
Carrie has been married since 2006. She enjoys raising their two young children together, as well as spending time with family and friends.
Angela is a seasoned accountant, tax consultant, and IRS registered tax preparer. She has earned the top credential awarded by the IRS, the Enrolled Agent designation. Angela has more than 28 years industry experience, including 15 years of tax planning, consulting, and preparation. She is knowledgeable about tax laws, has experience working to resolve IRS and other taxing authority issues, and is committed to providing the best care to clients through transparency, timely communication, and efficient tax preparation.
Angela offers a full range of tax planning services and strategies to help our clients plan for and minimize tax liabilities while maximizing cash flow. She can assist with business, individual, estate, and trust income tax preparation and services, including:
- State and federal income tax preparation and filing
- Extension filing and estimated tax calculations
- Tax planning strategies and periodic review
- Tax relief and IRS audit representation
*NewEdge Advisors, LLC, Goss Wealth Management and LPL Financial do not offer tax services and are not affiliated with Angela Young
New Orleans
Alex serves as CEO of Goss Wealth Management. He is a Certified Financial Planner™ practitioner and one of only a few advisors from Wells Fargo Advisors in Louisiana to obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2012. Alex adopted Jerry’s client-first philosophy, and the conviction that a custom investment plan for each client forms the foundation for long-term success. He now focuses on developing tailored investment plans for his clients and assisting his father in portfolio construction and strategy.
Alex also serves as the Co-CEO and Co-Founder of one of NewEdge Capital Group’s subsidiaries, NewEdge Advisors. Prior to serving as CEO of NewEdge Advisors, Alex built he and his father’s personal advisory practice into the $8 billion RIA, Goss Advisors. Goss Advisors was subsequently acquired by NewEdge Capital Group and rebranded as NewEdge Advisors.
Alex graduated from Louisiana State University and moved to New York City where he worked for the New Orleans based technology firm iSeatz.com. There Alex met Neil where they both went on to co-found adverCar.com. After developing the business plan into a Silicon Valley venture capital backed advertising firm, he moved to New Orleans to join his father, Jerry Goss as a financial advisor. It didn’t take long from there for the idea that was to become NewEdge Advisors to be born.
Alex lives in New Orleans with his beautiful wife Lacey and two joyful sons Jackson and Cameron. He also has two annoying dogs that he loves dearly. In his free time, he enjoys golfing, hunting, and fishing. Alex is passionate about supporting our nation’s most valuable asset, its youth. He has worked with and supports multiple organizations dedicated to providing education, mentorship, and cultural enrichment to kids in need.
George is a partner/managing director of investments at Goss Wealth Management, which means his duties include investment management, portfolio management, and financial planning. He has been in the financial services industry for over 20 years and has always been drawn to advising.
George specializes in portfolio management and helps his clients align their investments with their short, medium, and long-term goals. He grew up around the financial industry, with his dad also being a financial advisor. His relationships with his clients are what motivate him every day.
Outside of the office, George is active in the community and works with New Orleans Cooks, a non-profit organization that provides means and assists individuals and families impacted by natural disasters. George and his wife, Amy, reside in the French Quarter. George enjoys spending time with his wife and friends, playing golf, watching bad horror movies, and rooting for the Saints and Tigers.
Paul V. Perez is an independent financial consultant who is committed to providing outstanding service and advice to his clients. “Client first” is not just a slogan, but the mantra under which he operates his business. Paul’s attention is squarely on serving the clients he has and providing excellent recommendations for the prospective clients who are referred to him.
This has served him well in his over 33 years in practices and has allowed him to grow his business to more than $100 million of assets under management. As an independent financial consultant, Paul can offer personalized financial strategies rather than generic investment programs. Your individual portfolio will be based on your unique situation, your attitudes, preferences, and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Paul’s approach to investing is straightforward: he focuses on becoming your partner in building the future you desire. As you work together, Paul will thoroughly explain the investment.
As a Financial Consultant at Goss Wealth Management, Marc develops strategies to build his client base, assists clients in all facets of their financial life, including investment planning, retirement planning, estate planning, and more, and develops and maintains financial plans for clients. He has been in the financial services industry for over 10 years and previously worked at Morgan Stanley before becoming an independent advisor.
Marc has always been fascinated with both entrepreneurship and economics, so to have a career that draws on both is very rewarding. He also grew up watching his parents work hard for every dollar they earned, but they didn’t have a plan on how to invest their income. This financial stress is one of the reasons why helping his clients find solutions to their financial concerns motivates him every day.
Marc enjoys spending time with family and friends and is an avid runner and basketball fan. Marc has been married for more than 15 years to his wife, Azita, and has 3 children.
Melissa Lauriano has worked in financial services since 2004, and for Goss Wealth Management since 2007. Melissa provides administrative and sales support in all phases of client service, client relationship-building and account maintenance to assist the firm’s advisors in providing the high level of care that clients have come to expect from the firm.
Melissa was born and raised in New Orleans. During her free time, she enjoys dancing, spending quality time with friends and family, exercising and outdoor activities.
Shreveport
Karen Linzy is often the first voice our clients hear on the phone and the first to greet them when visiting our office. In addition to assisting clients in making appointments, she is adept at handling a broad range of client inquiries. Karen regularly assists our clients with statement questions or reviews, opening new accounts and directing any questions she is unable to answer to the right team members in an expeditious manner.
Karen brings more than a decade of financial services industry experience to serving the diverse needs of our clients. She plays an integral role in ensuring the smooth and professional operation of our office, handling client correspondence and deposits, issuing checks, running reports for client meetings, processing account paperwork, and assisting with cost basis analysis, among other responsibilities.
In addition to keeping our office humming along like a well-tuned instrument, Karen is an accomplished pianist. She has enjoyed playing the piano for more than 30 years.
Cindy Travis Joined our Team in October of 2017. Cindy has an extensive background in Customer Service and is ready to help you with any inquiries or assistance you may need regarding your account.
When Cindy isn’t busy helping to keep our office running smoothly, she enjoys entertaining, hiking and spending time with her husband, Jimmy and their 3 daughters Jordan, Haylie & Natalie.
Mandeville
Guy Guinot has been working in the financial industry since 1992. He began his career as a Financial Adviser at Equitable and later joined LPL Financial in 2002. Currently, he serves as a partner at Goss Wealth Management.
Guy is a Financial Consultant with 30+ years of experience. He specializes in financial and retirement planning and holds CLU and ChFC certifications from the American College.
His passion lies in helping clients secure their financial futures by devising customized strategies for retirement savings, special purchases, and educational expenses for future generations. Guy believes in understanding each client’s unique financial goals and aspirations, and tailors his approach to create personalized financial plans to suit their needs.
Beyond his professional life, Guy is an active member of his community, having served as Past President for both the Kiwanis Clubs of St. Bernard and Mandeville, showcasing his dedication to service and leadership. In his free time, he enjoys playing golf and spending time with his family.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
