Meet Our Team

David Romagosa

MSFS, ChFC, CLU, CFP®, AIF®, CFS President

Dave entered the financial services business in 1969 after graduating from the University of Louisiana, Lafayette…

Read More

Mary Shirer Romagosa

JD, LLM, ChFC, CLU, MSFS Client Services Associate

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 …

Read More

Ken Stansbury

MBA, CFS, AIF® LPL Financial Advisor

Ken Stansbury is a financial advisor at Cornerstone Financial Group, Inc.In 2007, Ken’s passion to serve others…

Read More

James H. Dupuis

CFP®, CPA LPL Registered Representative

A lifetime resident of Lafayette, Jimmy graduated from the University of Louisiana at Lafayette with a Bachelor of Science degree in Business Administration…

Read More

Stephen Hardey

LPL Registered
Administrative Assistant

Stephen is an LPL-registered administrative assistant at Cornerstone…

Read More

Mona Bellard

LPL Registered Sales Assistant

As client service manager, Mona’s mission is to provide exceptional service to all clients…

Read More

Victoria Leger

Client Services Associate

Victoria was born and raised in New England but has lived in Southwest Louisiana for many years…

Read More

Taryn Trahan

Client Services

Taryn is currently enrolled in Business Administration at SLCC and would like to continue her education in Marketing at LSU Shreveport.

Read More