Lafayette, LA E. St. Mary Blvd. Office

Wesley Gautreaux is a financial advisor at Summit Financial Wealth Advisors with six years of industry experience. He holds a Series 65 credential and previously worked at Broad Point Energy and FRAC-CHEM, a Koch Industries subsidiary. Outside of his advisory role, he manages a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and risk tolerance and utilizes a variety of analytical approaches across multiple asset classes.

Charles Ray Jr. is a financial advisor at Summit Financial Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Summit since 2015. Outside of his advisory role, he owns CLR Inc., which holds a partial ownership interest in the management company for Summit Financial Wealth Advisors. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to a range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm tailors portfolios based on client objectives and risk tolerances, utilizing a mix of analytical approaches and a variety of investment instruments overseen by a regularly meeting investment committee.

Stephen Hardey is a financial advisor at Summit Financial Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and Cornerstone Financial Group for ten years. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored, typically discretionary advisory relationships and provides additional services such as outsourced business management and divorce financial consulting.

Joel Robideaux is a financial advisor at Summit Financial Wealth Advisors in Lafayette, Louisiana, holding a Series 65 credential with six years of industry experience. Prior to joining Summit in 2020, he worked for the Lafayette Consolidated Government for four years. He also serves as a managing member of DBL Consulting, providing consulting and accounting services related to governmental affairs, and was appointed to the Louisiana Tax Institute in 2021 to review and recommend applications of new tax laws. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm tailors portfolios to client objectives and risk tolerances using a range of analytical approaches and offers additional services including pension consulting, outsourced business management, and divorce financial consulting.

Toni Crawford is a financial advisor at Summit Financial Wealth Advisors with 16 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network for 10 years before joining Summit in 2019. Outside of her advisory role, she is a limited partner in a family limited partnership, Comdata. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored, typically discretionary advisory relationships and acts as an ERISA fiduciary for plan clients, with a service mix that includes structured notes, divorce financial consulting, and outsourced business management.

Todd Lambert is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks LLC. He serves as a board member of the Second Harvest Food Bank of Greater New Orleans and Acadiana. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored advisory relationships typically managed through model portfolios overseen by an investment committee and provides a range of non-investment services, including outsourced business management and divorce financial consulting.

Lena Ormond is a financial advisor at Summit Financial Wealth Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Summit Financial Wealth Advisors since 2015. Ormond is the managing member of LSatge LLC, a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers customized investment strategies overseen by an investment committee and a range of services including pension consulting, business management, and divorce financial consulting.

Suzette Broussard is a financial advisor at Summit Financial Wealth Advisors with 27 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Cetera Advisor Networks LLC and Summit Brokerage Services, Inc. She is the managing member of Suzette Broussard, LLC, a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial Wealth Advisors. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm tailors portfolios based on client objectives and risk tolerances, implementing advice through customized accounts or model strategies overseen by an investment committee.

Alida Villien is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her prior experience includes five years with Cetera Advisor Networks LLC and work with Summit Brokerage Services. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored, typically discretionary advisory relationships and offers non-investment services such as outsourced business management and divorce financial consulting.

Catherine Boudreaux is a financial advisor at Summit Financial Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and CETERA Advisor Networks LLC. Outside of her advisory role, she has served as a notary public since 2011. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships and a broad range of investment and non-investment services, including ERISA fiduciary roles and divorce financial consulting.

David Romagosa Sr. is a financial advisor at Summit Financial Wealth Advisors with over 52 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial. He serves as a board member and trustee for the University of Louisiana, Lafayette Foundation. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm employs tailored, typically discretionary advisory relationships and provides ERISA fiduciary services, non-investment offerings such as business management and divorce financial consulting, and utilizes a broad range of investment instruments.

Christopher Breaux is a financial advisor at Summit Financial Wealth Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC, Parish Investment Advisors, Go Marine Services, and Apex Environmental Solutions. Outside of financial advising, he manages a family-owned storage unit business. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm employs a tailored, typically discretionary approach, acting as an ERISA fiduciary for plan clients and providing a range of investment and non-investment services.

Douglas Daniel is a Series 65-licensed financial advisor with Summit Financial Wealth Advisors in Lafayette, Louisiana, where he has worked since 2014. He has eight years of industry experience. Outside of his advisory role, he is a partner in a forestry and tree farm business and is involved with the David R & Karen Daniel Family Foundation. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, pension consulting, and related advisory services. The firm also offers non-investment services such as business management and divorce financial consulting, and employs a model portfolio approach overseen by an investment committee.

David Daniel II is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Summit Financial Wealth Advisors since 2014 and was previously with Cetera Advisor Networks LLC from 2019 to 2024. Outside of his advisory role, he is a member of the David R and Karen Daniel Family Foundation, a charitable organization. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored advisory relationships, acts as an ERISA fiduciary, and provides a range of investment and non-investment services, including outsourced business management and divorce financial consulting.

Michael Pharr is a CFP® with 29 years of experience in the financial industry. He has been with Summit Financial Wealth Advisors since 2014 and previously worked at Cetera Advisor Networks LLC. Outside of his advisory role, he is a partner in DTM Investment Properties, LLC, a real estate business. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm provides a broad range of investment options and non-investment services, including pension consulting and divorce financial consulting, with a focus on tailored, typically discretionary advisory relationships.