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Darren C
PFS™, Series 63, Series 65
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Darren Cart is a partner at Going CPAs & Wealth Advisors, LLP with 15 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. Cart has been with Going, Sabastein, Fisher & Leboeuf, LLP since 2009 and also serves as a partner in Majestic Heights Group, LLC, a consulting firm. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, emphasizing tax-aware planning and long-term investment strategies.
William G
PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
William George is a financial advisor at Going CPAs & Wealth Advisors, LLP with the PFS™ designation and two years of industry experience. He has held positions at several firms, including Cetera and Avantax Advisory Services, and is a partner at the accounting firm Hartiens & Faulk LLP. George also manages Kyle George Consulting LLC, through which he provides investment planning, retirement planning, financial planning, and estate planning services. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers integrated accounting and wealth management services, managing assets on a discretionary, long-term basis with a tax-aware approach supported by advisors holding CPA and PFS/CFP credentials.
Kaleb A
PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Kaleb Andrepont is a financial advisor at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He holds the PFS™ designation and has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2015. Outside of advising, Andrepont refers credit card processing services to local businesses through a family business. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm combines accounting and advisory services, managing approximately $160.8 million in discretionary assets using a tax-aware, long-term investment approach.
Amy S
PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Amy Spellman is a financial advisor at Going CPAs & Wealth Advisors, LLP with 2 years of industry experience. She holds the PFS™ designation and previously worked at Broussard & Broussard APAC for 12 years and at Going, Sebastien, Fisher and LeBouef, LLP for 6 years. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she performs accounting and tax duties. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm emphasizes an integrated accounting-advisory model with a focus on tax-aware planning and manages accounts on a discretionary, long-term buy-and-hold basis.
Robert R
PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Robert Roy Jr. is a PFS™ credentialed financial advisor with Going CPAs & Wealth Advisors, LLP, bringing two years of industry experience. He has been affiliated with Going, Sebastien, Fisher and LeBouef, LLP since 2011, serving in various roles. Roy also serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting services with wealth advisory through a team that holds CPA and PFS/CFP credentials.
Seth D
PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Seth Dabney is a financial advisor at Going CPAs & Wealth Advisors, LLP in Lafayette, LA, holding the PFS™ designation with two years of industry experience. He has been associated with Going, Sebastien, Fisher and LeBouef, LLP since 2008, totaling 18 years in related professional roles. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan consulting, managing approximately $160.8 million in discretionary assets across more than 320 client relationships with a tax-aware, integrated accounting-advisory approach.
Craig L
CFP®, PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Craig Lebouef is a CFP® and PFS™ professional with 17 years of experience at Going, Sebastien, Fisher & LeBouef, LLP in Lafayette, LA. He is a partner at the firm and also serves on the board of directors of Catalyst Bank, where he chairs the audit committee. Additionally, he owns an accounting firm, Craig C. Lebouef, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, focusing on tax-aware planning and long-term investment management.
Charles L
PFS™
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Charles Ledoux is a Personal Financial Specialist (PFS™) at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He has been affiliated with Going, Sebastien, Fisher & LeBouef, LLP since 2016 and serves as a partner in the firm’s accounting practice. Ledoux is also president and a shareholder of an accounting firm, Charles M. Ledoux, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm integrates financial planning and ongoing portfolio management with accounting services, managing assets on a discretionary, long-term buy-and-hold basis that incorporates tax-aware strategies.
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