Lafayette, Louisiana Financial Planners:
Comprehensive Financial and Retirement Planning
Oxford Asset Management is an investment advisory firm specializing in financial planning and retirement planning. The Lafayette office provides Comprehensive Financial Plans, Retirement Planning, investment advice and asset management.
Our Mission
To provide personal, customized financial planning services and investment advice to individuals, families, and businesses in Lafayette and the Southwest Louisiana area.
Oxford Asset Management�s Lafayette office is conveniently located at
412 W University Ave Ste, 102
Jason A. Habbit was born and raised in Lafayette, Louisiana. He is a graduate of the University of Louisiana at Lafayette with a degree in Finance. He started his career with Bank One in 2002 and in February of 2005 he moved on to be an independent representative. He has held licenses as a Loan Originator, NASD Series 7 General Securities License, and State of Louisiana Series 66 Uniform Securities License. He currently holds Life & Health Insurance for the state of Louisiana.
Terry Delhomme is an Investment Advisor Representative with Oxford Asset Management. Terry was born, raised and educated in Lafayette, Louisiana. He is a 1980 graduate of the University of Louisiana at Lafayette with a Bachelor's in Business Administration, with a major in Accounting. He is a licensed agent in Louisiana for Life and Health Insurance, and currently holds a NASD Series 6 and State of Louisiana Series 65 Uniform Securities License. Terry is also a Certified Public Accountant (CPA) and seves as Managing Partner of the Lafayette based accounting firm of Delhomme, McDowell, and Associates, LLC. He is a member of the American Institute of Certified Public Accountants and the Louisiana State Society of CPA's.
David Varisco is an Investment Advisory Representative with Oxford. He earned his LUTCF designation in 1995, and is a lifelong resident of Lafayette. In 1989 he established his insurance and investment practice; his son Brandon joined in 2008. He is the past president of the Acadiana Association of Health Underwriters and NAIFA Acadiana, was named Htealth Insurance Agent of the year in 1992 and is well known for being a founding member of the Cajun Rock group Atchafalaya as well as the mascot for the Louisiana Icegators Hockey Team and is the drummer for Lafayette's Bayou Boys and Full Circle.
Brandon Varisco is an Investment Advisor Representative with Oxford. He is currently enrolled in the University of Phoenix with a major in Finance. He served more than 6 years active duty with the 82nd Airborne Division, completed two combat deployments; one in Afghanistan, and one in Iraq. Brandon also provided airspace protection around Camp David with the Secret Service for President George W. Bush. He was honorably discharged with 2 Army Accommodation medals, an Army Combat Action badge, an Overseas medal, a Global War on Terrorism medal, Afghanistan and Iraq campaign medal, 3 Air Medals and another Air Medal with Valor.