PWM PLANNING - Key Persons

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.

Joseph D. Altic - CEO

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Managing Partner

Karey Pheney

kp..@pwmplanning.com

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Branch Operations Manager

Ken Stansbury

ke..@cornerstonela.com

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Financial Advisor
LPL Financial Advisor

Ken Stansbury is a LPL Financial Advisor at PWM Planning, Inc. In 2007, Ken's passion to serve others, coupled with his interest in finance, led him to become a financial advisor. He is supported by a team of seasoned professionals, allowing him to offer a broad menu of insurance, investment and employee benefit plans. Ken believes in excellent service, which allows him to maintain long-term relationships with his clients. He helps his clients protect and grow their wealth with sound insurance and investment strategies. Ken is a University of Louisiana, Lafayette graduate where he was a member of the "Ragin' Cajuns" football team and Judo team. He received a Master of Business Administration Degree from the University of Phoenix. He has a Series 7, Series 66 and a Series 24 license held with LPL Financial. In 2007, he joined the Louisiana Air National Guard and is serving as an Intelligence Officer for the 122d Air Support Operations Squadron. In late 2014, Ken was elected to serve as a Councilman in the city of Youngsville. He continues to serve after an unopposed election in 2018. He was voted by his fellow council members to serve as Mayor Pro Tempore on February 1, 2021 for the remainder of the term. Ken has a long history of being involved in his community. Since 2005, he has served leadership roles for the Rotary Club of Lafayette South, including President and Assistant District Governor for the Lafayette Rotary Clubs. Most recently, he was the Charter President for the Rotary Club of Youngsville. He is a past member of the LEDA Industrial Board and current member of the LEDA Board. (Lafayette Economic Development Association) He is currently serving as a board member for Goodwill of Acadiana. He is a former Chief Volunteer officer for the "Y" of Acadiana. He was a member of Leadership Lafayette in 2014 and Leadership Louisiana in 2018. Ken is a Program Pioneer for Leadership Youngsville. Ken enjoys coaching, golfing, and has a strong passion to serve others. When he's not with clients, you can find him spending time with his wife, Jodi, and their three children, Sophia, Ashlyn and Hudson.

Mary Shirer Romagosa

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Client Services Associate

Matt Hogan

mh..@pwmplanning.com

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LPL Financial Advisor

Sogol Javan

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Wealth Manager Assistant

Stephen Hardey

st..@cornerstonela.com

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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.