Broker Check

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

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 over 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 and two grandchildren, Anna Reeve and Emile. 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 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, 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 Carr

Administrative 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 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.

Alexander Aucoin

Financial Consultant

225-408-0676

alexander.aucoin@ldfwealth.com

Alex Aucoin joined our team as an intern in August 2021 while completing his senior year at LSU’s College of Business, later transitioning to a full-time role in June 2022 after graduating. He has since obtained his Health & Life insurance certification and has become one of the team’s newest Registered Investment Advisors alongside his colleague Ben Simpson.

Beyond his professional endeavors, Alex has a passion for tennis and golf.  He is an active member of Christ Covenant Church, where he enjoys teaching Sunday school and fellowship with his community.   Additionally, he is a member of IronTribe Fitness, where he loves maintaining a healthy and active lifestyle.  In December 2022, he married his sweetheart, Susanna Aucoin. 

Through his commitment to financial planning and his genuine care for his clients, Alex is dedicated to helping individuals and families achieve their financial goals and secure their futures

Michaela Bergeron

Administrative Assistant

225-408-0669

225-757-8277

michaela.bergeron@ldfwealth.com

Michaela joined the firm in January 2022. She has previously worked in Human Resources, business management and customer service. Rebekah Fontenot and Michaela work together to provide administrative support to financial consultants Perry Dougherty, Michael Patterson and Blake Price, including marketing, operations and client customer service needs. Michaela lives in Geismar with her husband Cody and their three kids: Levens, Alexis and Elizabeth.

Rebekah Hurley

Administrative Assistant

225-408-0663

225-757-8277

rebekah.hurley@ldfwealth.com

Rebekah joined the firm in February 2023 after many years in healthcare. She and Michaela Bergeron work together to provide administrative support to financial consultants Perry Dougherty, Michael Patterson and Blake Price, including marketing, operations and client customer service needs. Rebekah lives in Baton Rouge with her daughter Penny, their dog Beaux and their cats, Io & Ash.