David is the Managing Executive, Financial Advisor and Registered Financial Consultant (RFC)® for Royal Alliance Associates. He has been an industry Advisor since 1983. Through Royal Alliance, he offers securities, i.e., stocks, mutual funds, REITS (Real Estate Investment Trusts), bonds and fee based financial planning to name a few.
In 1994 David started a bank division for The ROCK Financial Group that assisted community banks implemented to offer their customers financial products and essential tools for complete financial planning, thereby resulting in a harmonious relationship between bank, customer and financial advisors.
On January 22, 2002, founded and established The ROCK Financial Group, LLC, head-quartered in Lafayette, Louisiana. David has been nationally recognized for his outstanding implementation of investment services within community banks.
He is an OSJ and currently supervises three satellite offices. He is licensed in Louisiana and 24 additional states servicing customers with retirement and Wealth Management. David holds a Series 6, 63, 24, 26, 65 and 7 License along with state insurance licenses.
His administrative staff includes an Operations Manager, and two full time Administrative Assistants.
He lives in Lafayette with his wife Rene. They have four married sons and one granddaughter.
Phone: 337-593-3194Email: firstname.lastname@example.org
Wendel began his experience in the financial services field in 2000. From the beginning he has been helping clients to reach and achieve their dreams and goals with the essential tools for complete financial planning, advising clients by taking complex strategies with the goal of making them easy, so that the client is able to take control of their financial destinies.
Wendel is active in his local church as well as servi9ng on numerous financial and consulting committees. With a business background in sales and marketing, he brings to his clients a clear understanding of wealth accumulation, retirement planning, capital preservation and risk management.
By building the right relationships now and for the long term, his follow-up reviews with clients, and business integrity is the foundation that have had clients return and also refer others.
Wendel resides in Church Point, Louisiana with his wife Vonda and their two daughters.
Phone: 318-868-0090Email: email@example.com
Beth Psalmonds has more than 30 years of experience in the Insurance and Investments Business. She holds a B.A. Degree in Education from Capital University, Ohio. She is also a graduate of the American College at Bryn Mawr, Pennsylvania. Beth is a Registered Principal, with Royal Alliance Associates, Inc. and specializes in Life Insurance, Individual and Group Benefits, Personal and Business and Financial Counseling.
She has served as Treasurer of Shreveport Symphony Guild, President at First Lutheran Church, President of Shreveport Chapter of Society of Business Professionals and President of Shreveport Association of Life Underwriters. Beth has three children and four grandchildren.
Valerie Kerry was born and reared in the city of New Orleans, Louisiana. She began her administrative career after graduating Meadows-Draughon Business College in 1982 as a Secretary for the U.S. Army Corps of Engineers where she was employed as a civilian for 13 years. She has worked in the capacity of Executive Administrator, Office Manager, and Operations Manager for more than 30 years. In 1998 she and her family moved to Tulsa, OK to attend RHEMA Bible College. After graduating, she and her family moved to Lafayette. For the past 15 years she has worked as the Operations Manager for The ROCK Financial Group, LLC. She enjoy serving others and reading is her greatest hobby. She is a wife, mother, and "Granny" to two beautiful granddaughters.
Phone: 337-593-3193Email: firstname.lastname@example.org
Blake has been employed as an Assistant Manager with The ROCK Financial Group since 2014 and is a licensed Life Insurance Agent. He resides in Lafayette, LA with his wife Laura and daughter Aurora “Rory”.
Phone: 337-593-3197Email: email@example.com
Austin has been employed with The ROCK Financial Group since 2016. He is a licensed Life Insurance Agent. In December 2016, he was graduated from University of Louisiana at Lafayette and holds a Bachelor of Science Degree in Business Management. He is married and resides in Lafayette, LA. He enjoys hunting, traveling, and fitness.
Phone: 318-383-3700Email: firstname.lastname@example.org
Tim has provided investment and financial advice throughout the southern region of the United States for over thirteen years, helping his clients achieve personal diversified investment portfolios and coordinating wealth management plans.
Prior to joining The ROCK Financial Group, LLC, Tim worked at Edward Jones and Central Louisiana Electric Company and held positions as a financial advisor, field and team trainer, and financial analyst. Tim is honored to be selected by his firm as a participant with the broker dealer's prestigious Southeast Leadership Council.
Tim holds his Series 7, 63, and 65 designations. He is also licensed in Life and Health insurance. He earned his BA in Accounting from Louisiana Tech University in 1993.
He is involved with civic activities which include Former President and Board Member to the YMCA of Alexandria; Board Member to United Way of Central Louisiana; and member with the Chamber Of Commerce and Rotary Club. Tim is involved with his local church and volunteers with missions to Nicaragua building homes.
He takes great pleasure in raising his three children Caleb, John and Ava. He enjoys coaching and volunteering in their sports and extra-curricular activities as well as hunting, fishing, traveling, and his philanthropy work.
Phone: 318-704-6500Email: email@example.com
Larry Hair is a Financial Advisor with more than 20 years of experience as an Advisor with Fidelity Investments and Edward Jones Investments. He joined The ROCK Financial Group, LLC Royal Alliance in July 2017.
Larry has also worked with the Rapides School Employees Federal Credit Union, now Cenla (short for Central Louisiana) Federal Credit Union, as a collection officer, a loan officer and a branch manager, assisting school employees and their families with their banking and lending needs. It was there that he learned the importance of face-to-face interactions with clients. This led to long-term trusted relationships.
In 1999, he decided to combine his experience of working with a large investment firm and a smaller credit union and open an Edward Jones Investments branch office from scratch. It was challenging and rewarding. Over the next 17 years, he built long-term trusted relationships with clients through two brutal bear markets and two roaring bull markets. This taught him the importance of managing risk and staying invested for the long-term.
Larry is committed to helping clients reach their financial goals and manage their risk.
He and his wife Mandy along with their two daughters has lived in central Louisiana since 1994.
Phone: 318-783-3700Email: firstname.lastname@example.org
Liz works with Tim Holloway assisting with client services and office administration. She received her BGS in Humanities from Louisiana State University at Alexandria. She enjoys being a homebody with her husband Gabriel and traveling when they are able to get away. Liz loves serving in her local church where she is a Children’s Church teacher and leader alongside her husband in the Young Adult Ministry.
Phone: 281-984-7503Email: email@example.com
Lindsey has worked for Keith D. Huff for seven years, in his financial planning firm, Lakeshore Wealth Advisors, LLC and his accounting firm, Keith D. Huff, CPA, PLLC.
She has one daughter, a dog, and a cat. She enjoys spending time with family and friends. Her hobbies include makeup artistry and cooking.
Phone: 281-984-7503Email: firstname.lastname@example.org
Kathy Long, Licensed Administrative Assistant for Royal Alliance Associates, Inc.
She has worked with Keith D. Huff for 24 years, in his financial planning firm, Lakeshore Wealth Advisors, LLC and his accounting firm, Keith D. Huff, CPA, PLLC. She has been married to her husband, James, for 18 years and they have one daughter. She enjoys spending time with her family and friends. Her hobbies include scrapbooking and traveling.
Phone: 281-984-7503Email: email@example.com
A 1977 graduate of The University of Houston with a B.B.A. in Accounting, Keith has been licensed as a Certified Public Accountant in the state of Texas since 1980. He joined The ROCK Financial Group, LLC in August 2017.
He has acquired additional certifications of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants, Certified Financial Planner (CFP®) from the Certified Financial Planner Board of Standards, Inc., and Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College. He is a member of the AICPA, the Texas Society of CPAs, the Houston Chapter of CPA’s and the International Association of Financial Planners.
Keith is married and has 2 children and one granddaughter.