Lafayette, LA Camellia Blvd Office

Chad Romero is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 15 years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment roles from 2010 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Lisa Heath is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2005. She has held roles within the Cambridge organization since 2001. Outside of her advisory work, Heath is a member of the Tri Delta Housing Board of Directors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies.

Phillip Leblanc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He is also a CPA with an accounting firm, Thibodaux Hebert Deshotels LeBlanc, where he provides tax consulting services. In addition to his advisory role, he operates a CPA practice and has interests in payroll processing and independent insurance agency work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary models with access to third-party strategists.

Paula Prejean is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Lafayette, LA, bringing eight years of experience in the industry. She is also a CPA and partner at Thibodaux Hebert Deshotel Leblanc, a CPA firm where she has worked since 1995. In addition to her advisory roles, she owns and operates The Upper Room Cafe, a local coffee and tea café that also offers minister opportunities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies with various custody and platform options.

Grant Nelson is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked with Northwestern Mutual in various capacities from 2016 to 2020. He is also an independent insurance agent and operates his own advisory business, Grant J. Nelson, LLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.