David J. Romagosa, MSFS, ChFC, CLU, CFP®, AIF®
President
(337) 889-3266
Dave entered the financial services business in 1969, after his graduation from the University of Louisiana, Lafayette. He received his Master of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr,...
Mary Shirer Romagosa, JD, LLM, ChFC, CLU, MSFS
Client Services Associate
(337) 237-0730
Mary received her Masters in Taxation (LL.M.) from the Boston University School of Law. She holds a BS Degree in Finance from the University of New Orleans, a Juris Doctor (JD) from the Loyola University School of Law and a Master of...
Ken Stansbury, MBA, CFS
(337) 237-0730
Ken Stansbury is a financial advisor at Cornerstone Financial Group, Inc. In 2007, Ken’s passion to serve others coupled with his interest in finance led him to become a financial advisor. He is supported.........
James H. Dupuis CFP®, CPA
(337) 237-0730
A lifetime resident of Lafayette, Jimmy graduated from the University of Louisiana at Lafayette with a Bachelor of Science degree in Business Administration, with a major in Accounting. He passed the Uniform Certified Public...
Stephen Hardey
LPL Registered Administrative Assistant
(337) 889-3266
Mona Bellard
Registered Sales Assistant
(337) 889-3266
As Client Service Manager, Mona’s mission is to provide exceptional service to all clients. Mona started at Cornerstone Financial Group in 2012. She is a member of the Operations team and serves as New Business Coordinator, where...
Victoria Leger
Client Services
337-889-3266
Victoria was born and raised in New England, but has also lived much of her childhood here in Southwest Louisiana. She attended Northeastern University, MassBay Community College and Bridgewater State College in Massachusetts. Before...