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 entered the financial services business in 2007. Ken’s previous seven years as a business consultant and personal trainer have helped him to sharpen his listen skills and careful attention to detail. At Cornerstone,...
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
Client Services
(337) 889-3266
Lori Lapoint
Client Services Associate
(337) 889-3266
Lori was born and raised in Vermillion Parish, and joined the Cornerstone family in November of 2019 as a Client Service Associate. She is an avid animal lover and has a cat and a dog. In her spare time she loves watching sports,...
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...