Mary Shirer Romagosa
JD, LLM, ChFC, CLU, MSFS

Client Services Associate

Mary received her Master’s in Taxation (LL.M.) from the Boston University School of Law. She holds a bachelor’s degree in finance from the University of New Orleans, a Juris Doctor (JD) from the Loyola University School of Law and a Master of Science in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania. She holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, she is a member of the Louisiana and Texas State Bar Associations. 

Mary shares her husband Dave’s involvement in the local community. In addition to co-chairing the Acadiana Night of the Child fundraiser for Prevent Child Abuse Louisiana, she was a founding board member and has served as president of the Krewe of Victoria. Mary has served on the Bishop’s Welfare Board for the Diocese of Lafayette and is a past president of the Lafayette Natural History Museum and Planetarium Association. Mary is a past president of Les Deux Douzaines and has served on her church parish council.

SEND ME A MESSAGE

TEAM MEMBERS

Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Karey Pheney
Branch Operations Manager

Daniel Bagot
Client Relationship Manager

Daniel Helmer
Operations Manager

Andy Hayes
Director of Business Development & Marketing

Sogol Javan Oskouei
Wealth Manager Assistant

Frank Lindwedel
Client Services Specialist

Emily Altic
Marketing Manager

Arnold Schmale
Branch Operation Manager

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Mary Shirer Romagosa
Client Services Associate

Stephen Hardey
LPL Registered Administrative Assistant

Eliza Aguayo
Client Service Specialist

James Dupuis
LPL Registered Representative