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

David joined the firm in June of 2009.  For nearly 20 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 client-centered and proactive. He works closely with clients’ other family advisors, including attorneys and accountants, to focus on the clients’ total wealth management needs. He received a Bachelor of Science in Finance from Nicholls State University and an MBA from Louisiana State University, and has also earned the designation of ChFC^®. Prior to joining the firm, he was a self-employed financial consultant as well as a commercial banker for 12 years. Currently, he resides in Baton Rouge with his wife, Sabrina. They have two children, Nicklaus and Allison. He is active in his church as a member of the finance committee and lector, and a member of the board of the Nicholls State University Alumni Federation.

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, operations, and client customer service needs. Jennifer is detail oriented and strives to provide excellent customer service. Jennifer lives in Geismar with her husband Lee and their three daughters, Kayla, Claire, and Ella.

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 financial consultants Ricky Ferrara and David Heltz with marketing, operational, and client customer service needs. Judy resides in Prairieville with her husband Kenny. She is involved in the elementary parish school of religion at Most Blessed Sacrament Church in Baton Rouge.