6300 Corporate Blvd.
858 Camp Street
We believe that today’s “do it yourself” investment firms have largely forgotten that people still need help making sense of their financial lives. Too much of the responsibility and work has been pushed on to the client. Leaving clients feeling lost and without the financial confidence they are looking for. Since 1981, Goss Wealth Management’s mission has been to help our clients navigate through the confusion and emerge with a clear plan for the future.
CFP®, ChFC, CEO Managing Director - Investments
Jerry Goss is a Certified Financial Planner™ practioner, 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, at A.G. Edwards, he founded Goss Wealth Management, a successful financial planning and investment management firm where he serves as CEO/president and financial advisor. While affiliated with A.G. Edwards and later Wells Fargo, Jerry was certified as a Private Investment Manager (PIM portfolio manager), a distinction reserved for a small percentage of Wells Fargo advisors.
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 is a member of the Investment Management Consultants Association (IMCA). He has served in a variety of civic capacities including Capital Area United Way, Mary Bird Perkins Cancer Center Foundation Board and Planned Giving Council, Fellowship of Christian Athletes; as well as Young Life of Baton Rouge, Connections Ministries/Gardere Alliance, 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
* As reported by Financial Planning magazine, June 1996–2016, based on total revenue.
**To qualify for the Premier Advisors Program at Wells Fargo Advisors, financial advisors must demonstrate a high level of production and a commitment to professional service. The Premier Advisor Program represents the best of the best of advisors at Wells Fargo Advisors.
CFP®, CRPS® President
Alex Goss is a Certified Financial Planner™ practitioner. After graduating with honors in business administration from Louisiana State University, he moved to New York City where he worked for the startup iSeatz.com. As director of Business Development, he negotiated partnerships with Fortune 100 companies including MasterCard and CitiGroup. Alex then went on to co-found adverCar.com, headquartered in San Francisco. Alex helped bring adverCar from an idea to raising over $2 million in venture capital; and he gained valuable experience in running a business, understanding business owners’ needs and challenges, and staying competitive even in the most adverse business cycles and economic environments.
Alex was 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 lives in New Orleans and enjoys playing golf, hunting and fishing.
Partner/Managing Director of Investments
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.
Vice President - Investments
Matt Duplechain graduated from Louisiana State University and began his career working as a project manager for the real estate development company GSD Development. He managed all phases of each project, from the development of land, to the construction of buildings and entire office parks. Helping individuals and companies maneuver through the rigorous construction process and presenting them with a turnkey finished project formed the foundation of his desire to help clients pursue important goals from start to finish.
In 2010, Matt began his transition into the brokerage business. Working and training under the guidance of Jerry Goss, Matt was able to build a solid foundation and understanding of the financial markets and investment risk management. He holds his Series 7 through LPL and his Series 66 securities registrations through Goss Wealth Management Advisors and LPL Financial; and holds his state life, health and variable insurance licenses.
At Goss Wealth Management, Matt specializes in portfolio analysis and review, life insurance and annuity policy review, and helping clients create and implement financial plans. He also performs key stock and Exchange Traded Funds (ETF) analysis.
Matt enjoys spending time with his family; as well as fishing, hunting and golf. He’s an active member of St. Aloysius Church, providing meals for families in need and working at the annual church fair. Matt is married and has one young daughter and one son.
Financial Consultant MBA
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. Thisfinancial 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.
CRPC®, Vice President of Financial Planning
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. He has achieved the designation of 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.
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.
Senior Administrative Assistant
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.
Client Service Associate
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.