Kimberly Lea Lowry

Lauren Hebert is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, with 20 years of industry experience. She has a background that includes long-term roles with Avantax Advisory Services and Darnall, Sikes & Frederick CPAs, where she is a shareholder. Outside of advising, Hebert serves on the Accounting Advisory Board at Nicholls State University and operates a small eBay business selling doll accessories, as well as managing a boutique focused on craft products. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

John Armato is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position at the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of his advisory work, he is involved as a member of a hunting club LLC and serves as a trustee for multiple trusts. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll services, and estate planning under its Legacy Wealth Strategies, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Claire Reiners is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has held roles at Avantax Planning Partners, Cetera, and Darnall Sikes Wealth Partners, where she currently provides investment advisory services including retirement, estate, and tax planning. Outside of her advisory work, Claire serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs aligned with client objectives, and supplements its services with tax planning, bookkeeping, payroll support, and an estate-planning offering called Legacy Wealth Strategies.

Robert Marcell is a CFP® with 36 years of industry experience and is currently associated with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He serves as a financial advisor at Darnall, Sikes Wealth Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1996. Hebert serves as Sergeant at Arms on the local Rotary Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives and plan sponsor criteria, with the majority of its assets under management held on a non-discretionary basis.

Ed Sikes is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Mr. Sikes has a background that includes long-term roles at Avantax Advisory Services and 1st Global Advisors, as well as serving as president of a CPA firm, Darnall, Sikes & Frederick, since 1989. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, integrating a diversified investment approach aligned with client objectives and a broad network of affiliated resources.