David is the Managing Executive, Financial Advisor and Registered Financial Consultant (RFC)® for Osaic Wealth Management. He has been an industry Advisor since 1983. Through Osaic Wealth Management, he offers securities, i.e., stocks, mutual funds, 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, an Administrative Assistant, and two full time Financial Advisors.
He lives in Lafayette with his wife Rene. They have four married sons four grandchildren.
Phone: 337-593-3194Email: email@example.com
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 serving 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: 337-593-3193Email: firstname.lastname@example.org
Blake has been with the Rock Financial Group since 2014. After receiving a degree in General Studies focused on Business Management, he began educating himself to become a financial advisor. He currently holds a Life and Health Insurance license, SIE license, Series 7 license, and Series 66 license. He absolutely loves how he can take someone’s life savings and turn it into a strategic plan that works to meet their specific goals.
He is very involved at his church. He has played music for the church since he was 14 years old. He leads small groups (one being the Dave Ramsey Financial Peace University) during his spare time. He likes to hunt, fish, and anything to do with the mountains.
He and his wife, Laura, have one daughter named Aurora “Rory” Lane and a son Avery. They are their pride and joy and they love to spend time together whenever they can.
Phone: 337-593-3198 Email: email@example.com
Brenda has been employed in the Financial Industry in Banking since 1985. In January 2020, she joined The ROCK Financial Group.
She has been married to Cedric since 1985. They have two daughters, a son-in-law, and she is "Nahni" (pronounced Nonnie) to their grandson.
She enjoy traveling, reading, and gardening. She loves serving her local church where she is on the "dream team".
Phone: 337-593-3197Email: firstname.lastname@example.org
A graduate of The University of Louisiana at Lafayette, Austin holds a Bachelor of Science Degree in Business Management. Austin, his wife Malori, and their daughter Navy reside in Lafayette, LA where Malori runs her health and wellness business.
Growing up immersed in the financial industry, Austin has found it to be his passion to help people on their journey to financial freedom. Austin takes a goals-based approach to be sure you are getting individualized services based on what YOU want. He specializes in financial life planning with an emphasis on retirement planning, estate planning, income distribution planning, life insurance, and long-term care insurance. Austin holds multiple licenses including Life and Health Insurance, SIE, Series 7, and Series 66.
In his personal life, he is very active at Our Savior’s Church where he serves as a leader in the in the college-age ministry. He also enjoys health and fitness and can often be found at Red’s Health Club with his wife.
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 where they have resided since 2002. In 2004 she joined The ROCK Financial Group as Operations Manager. She enjoy serving others and reading. She is a wife, mother, and "Granny" to three beautiful granddaughters.
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: 318-383-3700Email: email@example.com
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: 318-704-6500Email: firstname.lastname@example.org
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 Osaic Wealth Management (formerly Royal Alliance Associates) 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: 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.
Phone: 281-984-7503Email: firstname.lastname@example.org
Kathy Long, Licensed Administrative Assistant for Osaic Wealth Management (formerly Royal Alliance Associates, Inc.)
She has worked with Keith D. Huff for more than 25 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 more than 18 years and they have one daughter. She enjoys spending time with her family and friends. Her hobbies include scrapbooking and traveling.