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Chartered Life Underwriter, Chartered Financial Consultant®
Rory has been married to his wife, Becky, since 1975 and has one adult child, Megan, who will give birth to her first child, Marigny, in May of 2019. Rory enjoys playing tennis, riding his bicycle, and boating on the beautiful cypress-lined waters of the Tchefuncte River near his home in Madisonville. He and Becky also enjoy going to their vacation home in Monteagle, TN and visiting the University of the South at Sewanee, as well as making day trips to Chattanooga where Becky grew up.
Rory is active in the Northshore Community in several non-profit organizations. He is a past President of the Exchange Club of West St. Tammany Parish which is part of one of the oldest national service organizations. He is also past Chairman of the Board of a home for unwed mothers. Currently, he is a member of the Board of the Krewe of Olympia and helped found its philanthropic arm, the MKO Foundation, which supports the Covington Police and Fire Departments.
After teaching, coaching, and serving as assistant principal at several New Orleans Parochial Schools, Rory began his career in the wealth management and employee benefits fields and has been a distinguished leader in those fields in the Metropolitan New Orleans Area since 1977. A graduate of Louisiana State University, Rory also holds the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). His professional affiliations have included the Financial Planning Association, the New Orleans Estate Planning Council, and the National Association of Insurance & Financial Advisors.
“With courage, you will dare to take risks, have the strength to be compassionate, and the wisdom to be humble. Courage is the foundation of integrity.”
- Mark Twain
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner®
Garlan, having been born at Baptist, has loved all things New Orleans from the very beginning. He earned a Bachelor of Business Administration at Loyola University of New Orleans, with distinction, and received an education of a different sort having spent a considerable amount of time growing up at his family’s Bourbon Street residence.
He and his wife Lora, a local neurosurgeon who specializes in movement disorder and seizure surgery, reside in Uptown with their feline family: Huck, Borden, and Larue. In his spare time he enjoys cycling, swimming, attending lectures, Mardi Gras, and Jazz Fest while also serving his community. Garlan remains involved with Loyola and is a member of the board of directors of Young Leadership Council serving as the co-chair of the Wednesday at the Square concert series. It is the non-profit’s largest fundraiser, a fantastic way to enjoy outdoor music in the spring, and a fitting role for a music lover.
Professionally, Garlan began his career with major financial firms, but realized quickly that he would be best suited in a boutique environment with a more pronounced focus on planning. At Bellingrath, he is a partner and Certified Financial Planner who assists clients in every facet of their financial life with a personal, attentive touch.
“In short, bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price.”
– Warren Buffett
Check the background of this investment professional on FINRA’s BrokerCheck.
Advisor Support Specialist
Financial Paraplanner Qualified Professional ™
Alexandra (Alex), born and raised on the Northshore, loves living in the Historic Lower Garden District on Magazine Street where she can be found shopping for antique brooches. One of her other favorite places to be is the beach, whether it be the Pacific Ocean or Florida. She devotes volunteer time as a mentor, fundraiser, and marketer for non- profits. A champion of youth focused causes, she is a member of the Exchange Club of West St. Tammany. The latest incarnation of this passion motivates her as the Founding President of the Exchange Club of New Orleans. She is a loyal Alumna of Louisiana State University and Pi Beta Phi serving in both Alumnae Associations.
At Bellingrath Wealth Management & Employee Benefits, her role as an Advisor Support Specialist affords her the opportunity to guide each client relationship by providing administrative and technical support to the lead advisors.
A graduate of Louisiana State University with a Bachelor of Science in International Trade and Finance, she holds a professional designation of Financial Paraplanner Qualified Professional ™. Alex's prior roles as Marketing Director of a private country club and a mortgage company have provided her with experience in marketing and communications development which she implements in an expanding capacity at Bellingrath.
“We are all apprentices in a craft where no one ever becomes a master.”
– Ernest Hemingway
Client Services Associate
A native of New Orleans, Roxanne enjoys spending time with her son, (Evan), daughter, (Sophia), husband, (Jon), three dogs, (Bella, Ranger, and Harpo), and their two cats, (Edward and Fraidy.) She is very active in her community, as she firmly believes in demonstrating the importance of activism in the community in which you live. You can often spot her at Brother Martin Lacrosse games and St. Elizabeth Ann Seton Pep Squad Events. She also enjoys teaching High School Sunday School on weekends. Roxanne serves on the Board of the Archdiocese of New Orleans Council of Catholics Schools Cooperative Clubs and St. Elizabeth Ann Seton’s Home and School Association.
As a Client Service Associate, Roxanne’s primary responsibility is to support advisors in serving our clients in the area of individual and employer-sponsored insurance plans, including marketing of the products to various vendors throughout the region. She supports advisors in utilizing industry best practices for recruiting, rewarding, and retaining talent through employer sponsored benefit plans. Roxanne also serves as an additional resource to her clients by assisting them with human resource issues that may arise.
Roxanne brings her wealth of experience from an insurance broker as a benefit analyst servicing their large accounts. Her experience as a benefits analyst provided her with a broad array of professional experience and employee benefits knowledge that shines through in her daily interactions. Roxanne is a graduate of Louisiana State University in Shreveport. Additionally, she serves on the Board of the New Orleans Association of Health Underwriters.
“You’ve got to get up every morning with determination if you are going to go to bed with satisfaction.”
Director of New Business Development
A native New Orleanian, Andrew looks forward to spending time with his wife, Agnes, and two children, Murphy and Leo. He also knows his way around a kitchen and enjoys creating delicious dishes, both traditional and nouveau. Sports and outdoors are other interests Andrew enjoys. Whether it is cheering on the Saints, LSU sports, or U.S. Soccer, he enjoys being a part of the action. When the opportunity arises, he will be skiing on the slopes in Idaho or Colorado and attempting to play golf or tennis. Andrew and his wife also share the travel bug and are always planning their future adventures wherever the winds may blow.
Andrew graduated from Louisiana State University and earned a secondary degree from Middle Tennessee State University in Healthcare Administration. He is currently completing his candidacy for a Master of Business of Administration from LSU at Shreveport. Personal experiences and educational backgrounds have shaped his professional passion and focus around the development of strategic partnerships. Prior to returning home, Andrew gained invaluable experience consulting with companies in Nashville, Tennessee to help streamline their internal business processes and implement dynamic systems surrounding their benefits and financial services.
"We are all connected; To each other, biologically. To the earth, chemically. To the rest of the universe atomically."
— Neil deGrasse Tyson, Astrophysicist