Our Team

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 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 new 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 is also the past State President for the Louisiana Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Jason was named the 2008 Advisor of the Year in the NAIFA Baton Rouge chapter and was recognized as a national Top 4 Under 40 advisor in 2015. 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, dedicating much of his time to his church and charitable causes.

Jason and his wife, Chenelle, have been married for 28 years and are parents to three grown children — Jewel, Jonah, and Jensi.
 

Jason Inman joined Legacy Wealth Partners as a partner in 2006. He has over 25 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.

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 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.

A proud U.S. Army veteran who served in Operation Enduring Freedom (Kandahar, Afghanistan), Ray now continues his career serving others as a CERTIFIED FINANCIAL PLANNER™ professional and team member at Legacy Wealth Partners. His career path is deeply personal. Ray experienced firsthand the consequences of his family making poor financial decisions, which led him to dedicate his career to helping others make wiser 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 values teamwork in his work at Legacy Wealth Partners and points to the camaraderie among the team as one of his favorite aspects of the firm. He appreciates that the team shares a collective vision of helping clients achieve their personal and financial goals while maintaining a strong commitment to positively impacting the community.

Ray lives in Denham Springs with his wife, Hannah, and their four children — Luke, Finley, Grant, and Knox. When he’s not at work, he enjoys spending time with his family. With four children, life stays busy as he and Hannah are often on the go supporting their kids’ many activities and events.

Ray also serves on the board of The Life of a Single Mom, a nonprofit organization that supports and connects single mothers with local community and parenting resources.

Katie joined Legacy Wealth Partners in 2022 as Director of Client Relations, where she helps elevate the client experience. In her role, she is dedicated to thoughtfully guiding clients through the onboarding process, ensuring each individual feels supported, informed, and confident every step of the way.

In addition to working closely with clients, Katie plays a key role in supporting her team—helping prepare for meetings, coordinating planning efforts, and assisting with day-to-day operations to keep everything running smoothly.

Katie is licensed in health, life, and accident insurance, and holds a Medicare certification. She is passionate about helping clients navigate the often complex world of Medicare, providing clear guidance so they can make informed decisions about their healthcare coverage. Her goal is to help each client understand their options, maximize their benefits, and choose a plan that best fits their unique needs.

Katie lives in Gonzales with her husband, Brian, and their two dogs. They are active members of St. Theresa of Avila Church. Outside of the office, Katie enjoys spending time outdoors, playing golf, attending LSU and Saints games, and making memories with family and friends.