Our Team

Ray brings more than 25 plus years of experience to the firm and is a founding partner. He is a graduate of the University of Louisiana at Lafayette with a Bachelors of Science in Business Management; concentration in Finance & Portfolio Management. He holds his series 24, 7, 63 and 65 with LPL Financial along with Life, Health and Accident/Property & Casualty license. Ray is also a founding partner of Peak Insurance Agency.

Charles earned his Bachelor’s Degree of General Studies with a concentration in Business Administration from the University of Louisiana at Lafayette. He has gained experience through positions held with Prudential Securities and JP Morgan Chase. In 2009, Charles became one of the founding partners of Peak Wealth Management. He holds his Series 7, 63, and 65 registrations with LPL Financial along with his Life and Health/Property & Casualty license. He has 25 plus years of experience in the industry and is a founding partner of Peak Insurance Agency. Charles and his son Christian live here in Lafayette.