Broker Check

4611 Bluebonnet Blvd
Suite A
Baton Rouge, LA 70809
(255) 757-1177
 

Team

At LDFwealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Perry D. Dougherty, CFP® | Founding Partner, Financial Consultant

225-757-1177

225-757-8277

perry.dougherty@LDFwealth.com

Perry began his financial services career in 1991. Through LPL Financial, he holds the securities registrations 7, 31, 63, and Series 24 General Securities Principal. He is a CERTIFIED FINANCIAL PLANNER® Professional and is a...
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Ricky J. Ferrara | Founding Partner, Financial Consultant

225-408-0674

225-757-8277

ricky.ferrara@LDFwealth.com

Ricky has been creating and monitoring financial, investment, risk management, estate and retirement planning solutions for his clients for over 24 years. He received a BS in Electrical Engineering from Louisiana State University and...

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Lester H Lee, CFP® | Founding Partner, Financial Consultant

225-408-0660

225-757-8277

lester.lee@LDFwealth.com

Lester began his professional career as a financial advisor over 25 years ago, immediately after graduating from Louisiana State University in 1991 with a Bachelor of Science degree in Finance. He is a CERTIFIED FINANCIAL PLANNER®...

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David Heltz, MBA, ChFC® | Partner, Financial Consultant

225-757-1177

225-757-8277

david.heltz@LDFwealth.com

David joined the firm in June of 2009. For nearly 18 years, David has helped design, implement and monitor financial plans for his clients, covering wealth and risk management, estate and retirement planning. His advice is...

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Michael W. Patterson, CFP® | Financial Consultant

(225) 757-1177

(225) 757-8277

michael.patterson@lpl.com

Michael is a graduate of Louisiana Tech University with a Bachelor of Science degree. He has earned the designation of CERTIFIED FINANCIAL PLANNER® Professional and holds FINRA Series 6, 7, 31, 63 and 65 security registrations...
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Josh McIntire | Financial Consultant

225-408-0672

225-757-8277

josh.mcintire@LDFwealth.com

Josh grew up in Ruston, LA and moved to Baton Rouge in 2015. Josh has been working in the service industry since he was in high school and has been everything from a life guard to a page in the US House of Representatives. He dreams to...
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Angela "Angie" Wall | Administrative Assistant

225-408-0660

225-757-8277

angela.wall@LDFwealth.com

Angie started with our firm in 2012 as a Client Service Associate, leaving behind over twenty years of experience in the Accounting field. She has adapted to a changing financial industry and currently works with a founding partner,...

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Lee Haslitt | Administrative Assistant

225-408-0669

225-757-8277

lee.haslitt@LDFwealth.com

Lee joined the firm in May of 2016 with a strong Accounting and payroll background. She assists all Advisors and Clients with all Contributions, Distributions and Journals. Lee also updates all beneficiary information, and processes...
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Jennifer Ware | Administrative Assistant

225-408-0662

225-757-8277

jennifer.ware@LDFwealth.com

Jennifer joined the firm in 2017 after many years as a “stay at home mom”. She and Judy Carr work together to provide administrative support to financial consultants Ricky Ferrara and David Heltz including marketing,...
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Judy Carr | Adminstrative Assistant

225-408-0661

225-757-8277

judy.carr@LDFwealth.com

Judy joined our firm in 2018 after retiring from a 35 year career in elementary education and brings her years of experience and customer service touch to the LDFwealth team. She and Jennifer Ware provide administrative support to...
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Kristal Barrow | Administrative Assistant

(225) 757-1177

(225) 757-8277

kristal.barrow@LDFwealth.com

Kristal is a Part Time Assistant who works remotely. She has a banking background which aids her in processing contributions and distributions, with LPL Financial and outside vendors. Kristal will assist all advisors with RMD...
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Karen Ferrara | Office Manager

225-408-0668

225-757-8277

karen.ferrara@LDFwealth.com

Karen is from New Orleans and graduated from LSU in 1984 with a BS in Business Administration. She is responsible for the accounting aspect of the firm. Karen and her husband Ricky have two children. Douglas is an LSU ME graduate, an...
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