IRON HORSE FINANCIAL - Key Persons
Job Titles:
- New Business Administrator
Bryan Touchet, a proud Abbeville native and dedicated Financial Representative with Guardian since 1998, has been serving clients from the Lafayette location at Financial Concepts of Louisiana. Bryan's educational journey includes Vermilion Catholic High School and The University of Louisiana, where he earned his Bachelor's Degree in Business Administration. With deep roots in the community and a passion for empowering clients to achieve their financial goals, Bryan is committed to providing personalized and strategic wealth management solutions.
Charles Alexander has been working as a Special Agent with Iron Horse Financial since 1996.
Job Titles:
- Financial Adviser
- Managing Director
Charles Duplechain is a seasoned financial adviser known for his experience in guiding clients towards their financial goals. Holding a mathematics degree from Louisiana State University, Charles brings a strategic and analytical approach to his practice. Beyond his professional pursuits, Charles is an avid fitness and mixed martial arts enthusiast, embodying discipline and dedication in both his personal and professional life.
Specializing in serving special needs families, young families, and pre-retirees, Charles is committed to understanding the unique challenges and opportunities faced by his clients. His involvement in his church and his passion for supporting the INAD Cure Foundation underscore his commitment to making a difference in the lives of others.
With certifications including Series 7, 66, and life and health licenses, Charles is well-equipped to offer comprehensive financial solutions tailored to his clients' individual needs and aspirations. Through personalized guidance and a client-centric approach, Charles empowers his clients to navigate their financial journey with confidence and clarity.
Chris Jackler is a dedicated financial advisor committed to empowering individuals and businesses to achieve their financial goals. With a Bachelor's Degree in Business Management from Our Lady of Holy Cross College and an MBA in Finance from Southeastern Louisiana University, Chris possesses a strong academic background complemented by years of industry experience.
Donnie Kaufmann has been working as a financial professional with Iron Horse Financial since 2000.
Job Titles:
- a Financial Representative
- Financial Representative
Ellen Alderman joined Iron Horse Financial as a Financial Representative in July of 2014. She brought with her five years of experience in the industry, with a focus on Disability Income Insurance while applying the principles of...
Ellen Alderman's journey in the financial services sector spans over 14 years, marked by significant contributions as a Financial Representative at Iron Horse Financial. Her foundation was laid during her tenure as a Disability Income Specialist, where she spent over four years honing her skills and understanding the pivotal role of disability insurance in comprehensive financial planning.
At Iron Horse Financial, Ellen's approach is characterized by a commitment to holistic financial planning, underpinned by her extensive knowledge and experience. She integrates tools like the Living Balance Sheet® into her practice, providing clients with a panoramic view of their financial landscape and empowering them to make informed decisions. Ellen's dedication goes beyond mere financial transactions; she strives to build lasting relationships with her clients, acting as a trusted advisor as they navigate their financial journeys.
An accomplished cook, Ellen gracefully manages her roles as a devoted mother, supportive wife, and dedicated professional. Her culinary skills shine as she prepares meals for family and friends, showcasing her passion for cooking. Amid cheering on the LSU football team, she finds joy in bringing people together through delicious food.
Job Titles:
- Administrative Assistant
- Administrative Assistant at the Lafayette
Erica Clover is the Administrative Assistant at the Iron Horse Financial Lafayette office location.
Erica Clover is the Administrative Assistant at the Lafayette office location. She previously worked as the Office Administrator for Monumental Life Insurance Company from 1995 to 2007 before arriving at Financial Concepts of Louisiana. Erica graduated from Louisiana Technical College in 1984 with a degree in Accounting. She loves the outdoors, enjoys hiking, sporting events, and beaches as well as spending quality time with family and friends. Born in Alexandra, LA, Erica grew up in New Iberia, LA, and has one daughter and one granddaughter. Erica has always enjoyed working with the public and is dedicated to making her office exceed in excellence.
Erica Clover is the Administrative Assistant at the Lafayette office location. She previously worked as the Office Administrator for Monumental Life Insurance Company from 1995 to 2007 before arriving at Financial Concepts of Louisiana. Erica graduated from Louisiana Technical College in 1984 with a degree in Accounting. She loves the outdoors, enjoys hiking, sporting events, and beaches as well as spending quality time with family and friends. Born in Alexandra, LA, Erica grew up in New Iberia, LA, and has one daughter and one granddaughter. Erica has always enjoyed working with the public and is dedicated to making her office exceed in excellence. Erica Clover is the Administrative Assistant at the Lafayette office location. She previously worked as the Office Administrator for Monumental Life Insurance Company from 1995 to 2007 before arriving at Financial Concepts of Louisiana. Erica graduated from Louisiana Technical College in 1984 with a degree in Accounting. She loves the outdoors, enjoys hiking, sporting events, and beaches as well as spending quality time with family and friends. Born in Alexandra, LA, Erica grew up in New Iberia, LA, and has one daughter and one granddaughter. Erica has always enjoyed working with the public and is dedicated to making her office exceed in excellence.
Erica Clover is the Administrative Assistant at the Lafayette office location. She previously worked as the Office Administrator for Monumental Life Insurance Company from 1995 to 2007 before arriving at Financial Concepts of Louisiana. Erica graduated from Louisiana Technical College in 1984 with a degree in Accounting. She loves the outdoors, enjoys hiking, sporting events, and beaches as well as spending quality time with family and friends. Born in Alexandria, LA, Erica grew up in New Iberia, LA, and has one daughter and one granddaughter. Erica has always enjoyed working with the public and is dedicated to making her office exceed in excellence.
Kyle Sharbaugh is a Baton Rouge native. He has been working as a financial representative with Iron Horse Financial since 1997. Kyle's focus is in assisting small business owners and physicians. He is able to help reduce the stress of planning for the financial future and allow them to focus on their business. Over the years he has built financial plans using both a defense and offensive mentality. Kyle has over 20 years experience in this industry. This span has allowed him to assist his clients from the market boom of the late 90's as well as the busts of 2000 and 2008. Kyle is proactive; he builds strategies to help offset the enviable events, taxes, employment interruption, lawsuits and so on. Kyle develops well focused strategic plans with a fresh perspective.
James Leatherman has been working as a financial professional with Iron Horse Financial since 1998.
Job Titles:
- Managing Principal
- President
John Paul Caswell is a renowned figure in the insurance and financial services sectors, honored as a "Top 100 CEO" among privately held companies and listed in the "Top 500 Most Influential" individuals by the Baton Rouge Business Report
Merl Schexnaildre is a Houma native and, he has been working as a financial professional with Iron Horse Financial since 1967.
Education:
Attended Louisiana State University, Graduated with a Bachelor of Science Degree
Michael Mac Sanford is a financial representative with a mission to empower individuals to start investing without sacrificing their current lifestyle. With a passion for reallocating funds strategically to generate lifelong dividends,...
Michael Mac Sanford is a finance professional dedicated to empowering individuals to enter the world of finances without compromising their current lifestyle and guiding them towards long-term financial success.
Sean Harry, Jr. is a dedicated financial representative specializing in serving young families and business owners. A graduate of Louisiana State University with a bachelor's degree in communication studies, Sean combines his experience in finance with his passion for helping others achieve their financial goals.
Outside of his professional pursuits, Sean is an avid sports fan and actively volunteers in his community with organizations such as First Tuesday and Forum 225. He describes himself as a joyous, hardworking, and distinguished gentleman, committed to making a positive impact in the lives of those around him.
In addition to his professional and philanthropic endeavors, Sean is engaged to be married, looking forward to building a future with his fiancée, Shae. With his unwavering dedication and personable approach, Sean strives to empower his clients to protect their financial futures and pursue their dreams with confidence.
Sierra Villar is a dedicated professional, blending her education from River Parish Community College with her training from the Fire School of Ministry in Charlotte, NC. As an executive assistant, she excels in team management and development, driven by her belief in continuous growth and the importance of family connections, being the youngest of four siblings.
Outside of her professional endeavors, Sierra actively supports Hope House and finds solace in hiking alongside her loyal German Shepherd, Jethro.
Tiffani Caswell is from Springfield, Missouri, and holds dual Bachelor's degrees in Marketing and Business Administration from Evangel University.
Driven by a passion for exploration and cultural exchange, Tiffani has traveled to 35 countries, enriching her perspective and understanding of global dynamics. Beyond her professional pursuits, she is deeply committed to humanitarian endeavors, exemplified by her co-founding of the "Well Project" alongside her husband, John Paul Caswell. Together they have constructed 22 wells in drought-stricken regions of India and Nepal.
Outside of her professional and philanthropic endeavors, Tiffani is a devoted wife and mother to three beautiful children and together they are actively involved in their local church and community.
Job Titles:
- Pierre Has Been a Financial Representative With
Job Titles:
- Financial Representative
- Pierre Has Been a Financial Representative With
Travis St. Pierre has been a Financial Representative with Iron Horse Financial since 1996.
Job Titles:
- Registered Representative
Walker is a seasoned representative that focuses on proactive retirement planning for both retirees and executives contemplating retirement. This includes well-earned experience in investment strategy. When suitable, he offers growth strategies and when applicable he offers wealth protection solutions.