Meet Your Team
We Are Your Partners in Financial Planning.
Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
At Legacy Wealth Partners, our team of qualified professionals is passionate about helping individuals and families achieve their ideal retirements.
Jason Doise, LUCTF
Founder, Senior Partner
A lifetime Louisiana resident, Jason created Legacy Wealth Partners in 2004 and moved forward on the two things he is most passionate about in life: family and a career helping retirees. His goal is to help motivated people secure their financial futures and avoid pitfalls. With 20 years of industry experience, he continues to focus on business planning and planning for retirees and enjoys working with his clients every single day.
Jason is a graduate of Southeastern Louisiana University and a current member of the National Association of Insurance and Financial Advisors (NAIFA). He is a past president of the Louisiana state chapter of NAIFA. Jason is also the past co-host of the "Legacy Financial Hour," a weekly radio show dedicated to informing the community on key financial topics while helping people create and protect a legacy of wealth.
Jason was born and raised in Baton Rouge, where he has lived his whole life. He and his wife, Chenelle, recently celebrated their silver anniversary and 25 years of marriage, and together, they have three wonderful children. Jewel and Jonah are both working on college degrees, and Jensi is a high school volleyball player at Parkview Baptist. When he’s away from the office, Jason enjoys spending time with his family, cooking and LSU sports. He also reserves time for community work, where he has coached several youth sports teams and has volunteered in many capacities at his church.
Jason Inman, LUCTF
People are what really matter. That is what Jason will tell you when you meet him and learn about his career and life. Serving his clients, his family, his church and strangers — that’s what it’s all about for him.
“Our firm has a family feel to it that our clients seem to gravitate toward,” says Jason. “We work hard for our clients, but more importantly, we value their goals and dreams like our own.” Jason works with clients to help build specific financial plans and then helps execute those plans toward reaching financial and life goals.
Jason joined the Legacy Wealth Partners team early in its history, coming on in 2006. He has a bachelor’s degree in business management and began his career in the life insurance industry before becoming an Investment Advisor Representative. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Jason loves south Louisiana and has lived in the Greater Baton Rouge community all of his life. He is part of a close-knit family that spends time together as much as possible, whether it’s traveling with his wife and kids or watching them play high school sports. Family is his priority. It’s safe to say, “The entire Inman family is made up of lifelong LSU fans,” and his oldest daughter is carrying on the Tiger tradition as a current student supporting the purple and gold.
A proud U.S. Army veteran who served in Operation Enduring Freedom (Kandahar, Afghanistan), Ray now continues his career in serving others as a CERTIFIED FINANCIAL PLANNER™ professional and team member at Legacy Wealth Partners. His career path is very personal. Ray experienced first-hand the consequences of his family making poor financial decisions, and this led him to a decision to help others make wise financial choices.
Ray is a graduate of Southeastern Louisiana University and also holds an MBA in personal finance from Southern Methodist University. His work focuses on financial planning, retirement planning, risk management and asset management.
Ray is team oriented in his work at Legacy Wealth Partners. He points to the camaraderie as his favorite part about working there. He enjoys that the team has a collective vision to help clients achieve their personal and financial goals while maintaining a firm focus on impacting the community.
Ray lives in Denham Springs with his wife Hannah and four children: Luke, Finley, Grant and Knox. When not at the office, he spends his free time with the family and enjoys reading, skiing and all things fitness. Ray is also part of the Louisiana Governor’s Prayer Breakfast and currently serves on the board of The Life of a Single Mom, a nonprofit organization that connects single mothers to local support groups and parenting resources.
Director of Client Relations
Starting at Legacy Wealth Partners in 2022, Katie took the position of director of client relations head-on, which brought the office to a new level. Her primary focus is carefully guiding clients through the onboarding process and ensuring that each client is assisted and their concerns are addressed.
Additionally, Katie helps her teammates with planning and preparing for meetings and aiding them with day-to-day operations as needed.
With insurance licenses in health, life and accident, Katie knows how to effectively connect with clients and work with her team. Along with these licenses, she holds a Medicare certificate.
On her days away from the office, she tries to spend time outdoors, whether it is playing golf, going to LSU and Saints games or spending time with family and friends. Katie lives in Gonzales, Louisiana, with her husband of 15 years, Brian, and her three dogs — Bug, Kingston and Krewe.