CFP®-certified financial advisors in Lake Charles, LA

Ashley Navarre is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2017 to 2021. Outside of finance, she is involved in programming workouts at CrossFit Lake Charles, a gym she has been associated with since 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Stephens O'pry is a financial advisor with Edward Jones in Lake Charles, LA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Marshal Baggett is a CFP® professional with 38 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over 30 years with Securities America Advisors, Inc. Baggett also serves as president of a non-profit church organization and is a pastor involved in teaching and ministering. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers, offering integrated brokerage, advisory, and financial planning services alongside multiple investment platforms.

George Stark Jr. is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 1992, he has worked with Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory activities, he is involved in selling fixed annuities as an insurance broker. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and offers a range of program types including retirement plan consulting and co-advisory relationships.

Lisette Jacobs is a Series 63 licensed financial advisor with Primerica Advisors in Lake Charles, LA, where she has worked since 1995. She has 30 years of industry experience and has been associated with Primerica Financial Services since 1993. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.