Advisors at this firm
Darren C
PFS™, Series 63, Series 65
Lafayette, LA
Going CPAs and Wealth Advisors
Darren Cart is a financial advisor with Going CPAs and Wealth Advisors in Opelousas, LA. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been a partner at Going, Sabastein, Fisher & Leboeuf, LLP since 2009. Outside of advisory work, he is involved as a partner in a consulting business, Majestic Heights Group, LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates accounting and tax services with wealth management and employs a long-term, buy-and-hold investment approach primarily using mutual funds, ETFs, and fixed-income instruments.
William G
PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
William George is a PFS™ credentialed financial advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has held roles at Cetera Investment Advisers LLC, DC Goodwater LLC, Avantax Advisory Services, and operates Kyle George Consulting LLC, where he provides investment planning, retirement planning, and financial planning services. He is also a partner at Hartiens & Faulk LLP, an accounting firm offering tax compliance, accounting, and business consulting services. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, managing accounts on a discretionary basis with a long-term buy-and-hold investment approach.
Kaleb A
PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
Kaleb Andrepont is a PFS™ credentialed advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has been with Going, Sebastien, Fisher and LeBouef, LLP since 2015 and attended the University of Louisiana at Lafayette from 2013 to 2017. Outside of his advisory role, he refers credit card processing services to area businesses through a family business. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, serving clients with a long-term buy-and-hold investment approach and offering specialized ERISA-focused retirement plan services.
Scott H
PFS™
Opelousas, LA
Going CPAs and Wealth Advisors
Scott Hayes is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2018 and is also a partner and president of an accounting firm, Scott D Hayes CPA LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining tax and accounting services with financial planning and discretionary portfolio management. The firm employs a long-term buy-and-hold investment approach and provides ERISA-focused retirement plan services, distinguishing itself as an accounting practice that integrates wealth management.
Amy S
PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
Amy Spellman is a PFS™ credentialed advisor with Going CPAs and Wealth Advisors in Opelousas, LA, bringing two years of industry experience. She has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2020 and previously spent 12 years with Broussard & Broussard APAC. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she handles accounting and tax work. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining financial planning and discretionary portfolio management with integrated tax and accounting services. The firm typically employs a long-term buy-and-hold investment approach and offers ERISA-focused retirement plan services, distinguishing itself through its CPA affiliation and specialized fiduciary offerings.
Robert R
PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
Robert Roy is a PFS™ credentialed advisor with two years of industry experience, currently serving at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP in various roles since 2011. Outside of advisory work, Roy serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs and Wealth Advisors provides financial planning, discretionary portfolio management, and consulting services primarily to individuals, trusts, estates, and retirement plans. The firm integrates tax and accounting expertise with wealth management, offering a long-term investment approach and ERISA-focused retirement plan services.
Seth D
PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
Seth Dabney is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP since 2008. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, operating as a CPA practice that provides investment advice with a long-term, buy-and-hold investment approach.
Craig L
CFP®, PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
Craig Lebouef is a partner at Going CPAs and Wealth Advisors in Opelousas, LA, with 17 years of industry experience. He holds the CFP® and PFS™ designations and has been with Going, Sebastien, Fisher & LeBouef, LLP since 2009. Outside of his advisory role, he serves on the board of directors and chairs the audit committee for Catalyst Bank. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm combines accounting and tax services with investment advice, typically implementing client plans with a long-term buy-and-hold strategy using mutual funds, ETFs, and fixed-income instruments.
Charles L
PFS™
Lafayette, LA
Going CPAs and Wealth Advisors
Charles Ledoux is a PFS™ credentialed advisor with Going CPAs and Wealth Advisors, based in Opelousas, LA, and has two years of industry experience. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on accounting and tax work. Ledoux is also the owner and president of an accounting firm, Charles M. Ledoux, CPA, LLC, where he handles administrative duties. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and consulting. The firm integrates tax and accounting services with wealth management, employing a long-term, buy-and-hold investment approach and offering ERISA-focused retirement plan services.