As an LPL Financial Advisor at Cornerstone Financial Group, Inc. I collaborate with my clients to create an action plan that manages both sides of their balance sheet. Through comprehensive financial planning, I walk my clients through a systematic approach that includes liability management, investment planning, retirement savings, and much more. Our in-house team of Financial Planners, Insurance Professionals, and other specialties are equally passionate about addressing all aspects of your financial well-being.
It is rewarding to educate my clients and strengthen their financial competency, with the goal of ensuring they gain knowledge that will help them make the best decisions for their families. I believe in honest communication and an approachable view of wealth management. My process, along with my common-sense approach to customer service, has created an effective path for clients to build, manage, preserve, and transition wealth.
I am a graduate and active alumnus of the University of Louisiana at Lafayette and am very excited about bringing my family back to Acadiana. My wife and I are eager to reacquaint ourselves with the community to see where our talents may be best served and look forward to raising our two children in a place that is so special to us.
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TEAM MEMBERS
David Romagosa
Partner
Ken Stansbury
LPL Financial Advisor
Eli Ramirez
LPL Financial Advisor
Mary Shirer Romagosa
Client Services Associate
Stephen Hardey
LPL Administrative Assistant

Eliza Aguayo
Client Service Specialist
James Dupuis
LPL Representative
Joseph Altic
President, Managing Partner
Andrew Ruzicka
Operations Director
Karey Pheney
Client Service Specialist
Cole Christian
Client Relationship Manager
Dan Bagot
Client Service Specialist

Sogol Javan Oskouei
Client Service Specialist

Emily Altic
Client Service Specialist | Marketing

Arnold Schmale
Branch Operation Manager
Schedule A Consultation
We welcome the opportunity to learn about you and your goals. Our advisors can meet with you virtually or in-person. We would love to detail our services, what we think makes us unique in the marketplace, and answer your questions.
Check the background of your financial professional on FINRA’s BrokerCheck
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor Member FINRA / SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Copyright © 2023 Cornerstone Financial Group. All Rights Reserved.
Schedule A Consultation
We welcome the opportunity to learn about you and your goals. Our advisors can meet with you virtually or in-person. We would love to detail our services, what we think makes us unique in the marketplace and answer your questions.
Check the background of your financial professional on FINRA’s BrokerCheck
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor Member FINRA / SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Copyright © 2023 Cornerstone Financial Group. All Rights Reserved.
Schedule A Consultation
We welcome the opportunity to learn about you and your goals. Our advisors can meet with you virtually or in-person. We would love to detail our services, what we think makes us unique in the marketplace and answer your questions.
Check the background of your financial professional on FINRA’s BrokerCheck
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor Member FINRA / SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Copyright © 2023 Cornerstone Financial Group. All Rights Reserved.