Pelican Investment Advisors, LLC

Kathryn Davis is a CFP® professional with 18 years of industry experience. She has worked at Pelican Investment Advisors, LLC since 2021 and previously spent 13 years with Kassouf & Co., P.C. and Kassouf Wealth Advisors, LLC. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives and maintains close operational links with accounting services through its ownership.

Blane Thompson is a financial advisor with Pelican Investment Advisors, LLC in Amarillo, TX. He holds a Series 65 designation and has been in the industry since 2025. In addition to his advisory role, he owns and manages BT Cattle Co., a cattle and ranching business. He is also an insurance agent with T Financial Concepts LLC, where he has worked since 2015. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives and maintains close operational connections with accounting and tax advisory services.

Bret Boudreaux is a financial advisor with Pelican Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Team225 Financial, and mortgage firms. He is also involved as a producing branch manager in a mortgage business and works as an insurance agent selling fixed insurance products. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm uses a variety of investment approaches tailored to client objectives, including asset allocation and technical analysis, with regular account reviews and emphasizes collaboration with independent custodians and tax professionals.

Alan Comer is a financial advisor at Pelican Investment Advisors, LLC in Baton Rouge, LA, with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including ERG Benefits, Purshe Kaplan Sterling Investment, LPL Financial, and Oneamerica Securities. Outside of advisory work, Comer is involved in several business ventures related to tax preparation, insurance, and HR compliance. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, with regular account reviews and an emphasis on integrating tax and accounting expertise.

Sean O Neill is a financial advisor at Pelican Investment Advisors, LLC with a Series 65 credential and over a decade of experience in accounting and advisory services. He has worked at Pelican Investment Advisors since 2025 and previously held roles at LPL and in his own accounting practice, O'Neill, APAC, where he serves as Managing Director. Outside of his advisory work, Sean is a partner in Strategic Equitable Advisory Network, LLC, an insurance-related business. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and emphasizes collaboration with tax professionals due to potential tax implications.

Joshua D'arensbourg is a financial advisor at Pelican Investment Advisors, LLC in Baton Rouge, LA, holding a Series 65 credential and over 20 years of industry experience. He previously worked for P.M.C. for two decades before joining Pelican Advisory Group and Pelican Investment Advisors. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to clients’ objectives and risk tolerance, with regular account reviews and coordination with tax professionals.