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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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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