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Meet Our 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.

Advisors

Perry D. Dougherty, CFP®
Founding Partner
Financial Consultant

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Ricky J. Ferrara
Founding Partner
Financial Consultant

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Lester H Lee, CFP®
Founding Partner
Financial Consultant

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David Heltz, MBA, ChFC®
Partner, Financial Consultant

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Michael W. Patterson, CFP®
Partner, Financial Consultant

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Josh McIntire
Financial Consultant

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Support Team

Lee Haslitt

Lee Haslitt

Administrative Assistant

225-408-0669

225-757-8277

Jennifer Ware

Jennifer Ware

Administrative Assistant

225-408-0662

225-757-8277

Judy Carr

Judy Carr

Administrative Assistant

225-408-0661

225-757-8277

Kristal Barrow

Kristal Barrow

Administrative Assistant

(225) 757-1177

(225) 757-8277

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us