CORNERSTONE FINANCIAL - Key Persons
Job Titles:
- Financial Advisor
- LPL Financial Advisor
Job Titles:
- Director Business Development Marketing
- Director of Business Development & Marketing
Job Titles:
- Branch Operation Manager
- Branch Operations Manager
Job Titles:
- Client Relationship Manager
- LPL Financial Advisor
Job Titles:
- Client Service Specialist
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.
Job Titles:
- Branch Operations Manager
Job Titles:
- Financial Advisor
- LPL Financial Advisor
Job Titles:
- Client Service Associate
- 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.
Job Titles:
- LPL Administrative Assistant
- LPL Registered Administrative Assistant
Stephen is an LPL-registered administrative assistant at Cornerstone. He joined Cornerstone in 2015 after graduating from The University of Louisiana at Lafayette with a degree in finance. Stephen holds the Series 7 and Series 66 licenses with LPL Financial and is licensed in Louisiana for Life and Health Insurance.
Born in Alabama and raised in Lafayette, Stephen is an avid supporter of the Ragin Cajuns' football, basketball and baseball teams. He is also actively involved in the Diocese of Lafayette as a parishioner at St. Pius X, as a member of Young Adult Disciples of Acadiana, and the Life Teen Core Team at Holy Cross.
In his free time, Stephen can be found fishing, hunting, playing golf and spending time with family and friends.