James H. Dupuis, CFP®, CPA

LPL Registered Representative

A lifetime resident of Lafayette, Jimmy graduated from the University of Louisiana at Lafayette with a Bachelor of Science degree in Business Administration, with a major in Accounting. He passed the Uniform Certified Public Accountants exam soon after graduating and has been in public accounting since. Jimmy specializes in working with closely held companies and their owners, and he provides his clients with comprehensive financial services including estate planning, business succession planning, retirement planning, tax and management advisory services.

Jimmy is an LPL Registered Representative of LPL Financial (Member FINRA & SPIC) and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He is affiliated with the PWM Planning, Inc. and offers a broad menu of financial products and services, including stocks, bonds, mutual funds, separately managed accounts (SMA’s), life, health, and accident insurance, as well as variable life insurance and annuities.

Over the years, Jimmy has been active in many civic, church, professional and non-profit activities as a volunteer and board member. He is a past president of the Boys & Girls Clubs of Acadiana, the Sertoma Club of Lafayette, and the Lafayette Chapter of the Society of Louisiana CPAs.

Jimmy has four children: Jimmy Jr., Patrick, Michael and Craig. He and his wife, Debbie, live in Mississippi.

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TEAM MEMBERS

Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Daniel Bagot
LPL Financial Advisor

Daniel Helmer
Operations Manager

Karey Pheney
Branch Operations Manager

Andy Hayes
Director of Business Development & Marketing

Emily Altic
Marketing Manager

Frank Lindwedel
Client Service Specialist

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Andre Stafford
LPL Financial Advisor

Eliza Aguayo
Client Service Specialist

Stephen Hardey
LPL Registered Administrative Assistant

James Dupuis
LPL Registered Representative

Mary Shirer Romagosa
Client Service Associate

Arnold Schmale
Branch Operations Manager