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Here’s our story. We look forward to hearing yours.



Jason Doise | Founder, Senior Partner

As a co-founder and senior partner of Legacy Wealth Partners, Jason Doise focuses on helping motivated people understand and avoid financial pitfalls. Prior to founding co-founding LWP, Jason worked at Mutual of Omaha, where he was recognized as one of the top advisors in the state of Louisiana. He was also acknowledged as a leader within the company, serving as a mentor to newer advisors.

Jason is the past co-host of the Legacy Financial Hour, a weekly radio broadcast dedicated to helping Americans create and protect a legacy of wealth. He currently serves as the State President for the Louisiana Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in the organization both locally and statewide. Jason was named the 2008 Advisor of the Year in the NAIFA Baton Rouge chapter, was recognized as a national Top 4 Under 40 advisor in 2015, and is a qualifying member of Million Dollar Round Table (MDRT). Jason obtained a Bachelor of Arts degree from Southeastern Louisiana University, where he graduated cum laude.

Growing up as the second of three boys, Jason’s parents worked hard to instill in him strong family values and the importance of honesty and integrity. Jason continues to embrace those values today by volunteering as a coach for youth sports and dedicating much of his time to charitable causes. One of Jason’s biggest charitable projects was a golf tournament that he chaired and coordinated, which raised thousands of dollars for various charities.

Jason and his wife, Chenelle, have been married for 20 years and are parents to three wonderful children – Jewel, Jonah and Jensi.

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Jason Inman | Senior Partner

Jason Inman joined Legacy Wealth Partners as a partner in 2006. He has over 18 years of experience as a financial advisor, focused on helping clients accumulate wealth utilizing tax-efficient methods.

Jason and his staff at LWP are committed to assisting business owners, executives, non-profits, and affluent individuals with personalized wealth accumulation plans. Jason combines his extensive experience and in-depth knowledge of tax-efficient strategies that make sense in today’s volatile environment.

Jason was named the “2010 Advisor of the Year” by the National Association of Insurance and Financial Advisors (NAIFA) for the greater Baton Rouge area. He is a member of NAIFA and is a qualifying member of Million Dollar Round Table (MDRT) which recognizes the top advisors in their profession.

Success in business is important, but there is nothing more important to Jason than his relationship with God and his family. Jason believes strongly in the importance of making a difference in the lives of others around him, so he spends much of his time and resources contributing to various charitable causes. He served on the steering committee and as Chairman in 2013 of the Louisiana Governor’s Prayer Breakfast. Jason and his business partners also led a mission’s effort to bring clean water to villages in Central America.

Jason’s love for his family is what makes him so passionate about helping his clients succeed in creating and protecting a legacy of wealth. He and his wife Rebecca are the proud parents of three children – Sophie, Macie and Lawson.

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Ray Panquerne | MBA, CFP®, CWS®

Ray Panquerne has been in the financial services industry since 2004. Ray is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Wealth Strategist® designation. As a financial planner, he helps clients with retirement planning, estate planning, risk management, investments, money management, and insurance needs. His passion is helping clients meet their lifelong personal and financial goals. 

Ray earned his bachelor's degree in business administration from Southeastern Louisiana University and a master's degree in financial consulting and corporate finance from Southern Methodist University. He is also a proud Army veteran. He was a squad leader in the Louisiana National Guard for nine years and rose to the rank of sergeant. He also served in Operation Enduring Freedom in Kandahar, Afghanistan. He received the Army Commendation Medal and a Congressional Certificate of Achievement for his efforts. Ray and his wife Hannah are parents to two wonderful children. 


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at (225) 246-2597 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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"10 Things to Know About Retirement Income”
Discover the 10 things you’ll need to consider in creating your retirement strategy.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of AL, LA, MS and TX.

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Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income. Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax, legal, fiduciary or investment advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income.  Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.