Lester H Lee, CFP® | Founding Partner, Financial Consultant 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 30 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™ Practitioner and holds FINRA securities registrations series 7, 24, 31, and 63 with LPL Financial. As a founding partner, he also serves as the firm's Branch Manager and Registered Principal. Lester has been recognized for outstanding client service every year since joining LPL (2003-2023) by being named a member of the Patriot’s and Chairman’s Club. Lester has been selected as a premier advisor to attend Barron’s Annual Top Independent Advisor Summit (2018-2023). Lester and his wife Kelly have been married for over 30 years and have twins age 21. They have tirelessly volunteered in the community including assisting and serving on the board for Baton Rouge Symphony League & Baton Rouge Cotillion. Additionally, they enjoy volunteering for St. Vincent DePaul, St. Joseph’s Academy, Catholic High School, and St. George Catholic Church. Lester served as past president and multi-year board member for the Rotary Club and as a long-time participant in the Chamber of Commerce. Angela "Angie" Wall Administrative Assistant 225-408-0660 225-757-8277 angela.wall@LDFwealth.com Angie started with our firm in September of 2012, as a Client Service Associate, leaving behind twenty years of experience in the Accounting field. Over her years with LDFwealth Financial Group, she has adapted to an ever changing financial industry and currently works with one the founding partner’s, Lester H. Lee, Jr., CFP®, Financial Consultant. She assists Lester in all areas of client relations. It is her goal to provide extraordinary client service to all of their clients. Angie is a recent widow with five daughters and four grandchildren. She resides in Ascension Parish with her service dog Roxi. Alexander Aucoin Financial Consultant 225-408-0676 email@example.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 firstname.lastname@example.org 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 email@example.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. Request An Appointment Why use a CFP?