Ricky J. Ferrara, CPFA | Founding Partner, Financial Consultant
Ricky J. Ferrara, CPFA | Founding Partner, Financial Consultant
225-757-8277
Ricky has been creating and monitoring financial, investment, risk management, estate and retirement planning strategies for his clients for over 27 years. He received a BS in Electrical Engineering from Louisiana State University and began his career as a financial consultant in 1994 after working 13 years with GE Company in engineering and management. He is committed to providing holistic personalized service to his clients and holds FINRA series 7, 31, 63 & 65 security registrations through LPL Financial. Ricky and his wife Karen reside in Baton Rouge and have two children: Douglas and Emily, and one grandchild, Eli.
Ricky has been involved with numerous community organizations including: Past Director and Chairman for the YMCA Pennington Branch, Past President of the Warrior Club for St. Michael High School, Member of Lakeshore Lions Club, Member of St. Jean Vianney Catholic Church, Member of Business Network of Baton Rouge, Member of St. Jean Vianney Men’s Club, and Past Board Member for the YMCA Southside Branch. Ricky enjoys sports, boating, fishing and spending time with family and friends.
Jennifer Ware
Administrative Assistant
225-757-8277
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
225-757-8277
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
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
225-757-8277
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
225-757-8277
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.