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…

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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 …

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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…

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Eli Ramirez

LPL Financial Advisor

As a LPL Financial Advisor at Cornerstone Financial Group, Inc. I collaborate with my clients to create an action plan that manages both sides of their balance sheet. Through comprehensive financial planning, I walk my clients through a systematic approach that includes liability management, investment planning, retirement savings, and much more. Our in-house team of… Continue reading Eli Ramirez

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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…

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Stephen Hardey

LPL Registered
Administrative Assistant

Stephen is an LPL-registered administrative assistant at Cornerstone…

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Mona Bellard

LPL Registered Sales Assistant

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

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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.

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Alison Lanza

Client Services Assistant

Ali Lanza is a 2014 graduate of Catholic High School. Each year, all of the students had to participate in completing service hours in order to teach everyone different ways to help the community. She decided to use that time to visit with and assist the elderly at Consolata Nursing Home. She enjoyed it so… Continue reading Alison Lanza

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