At Couvillier Advisors, our mission is to be able to meet any financial need our clients may have. To help us achieve that goal, we have partnered with trusted professionals from other industries with a reputation for providing the highest quality service to our clients. If you have a need for one of these services, please feel free to contact one of our trusted partners and you can be assured that you will receive the same top-quality customer service that we provide for our clients at Couvillier Advisors. If you are a professional and are interested in joining our Affiliate Program, please contact us for more information.
Wealth Management Advisors
Jarrod Lege is an independent LPL Financial Advisor with SIA Investment Services located in Lafayette, LA. He has over 16 years of experience in the financial services industry helping individuals and small businesses with their financial needs. He is Series 7, Series 63, and Series 65 registered through LPL Financial. Jarrod believes in providing financial advice specific to his clients’ goals, offering exceptional service every step of the way. As part of his commitment to his client relationships, he works hard on building a deeper connection based on trust, excellent communication skills, and a desire to help his clients pursue...
Shelley Harris Moncrief, CFP®
Wealth Management Advisor
Shelley Harris Moncrief, CFP® is an independent LPL financial consultant and a CERTIFIED FINANCIAL PLANNER® at SIA Investment Services in Lafayette, LA. With over 30 years of financial experience, she believes establishing financial goals is fundamental in planning your future. Shelley uses a client-centric approach by focusing on client objectives and priorities and examining current assets and investments to develop a practical plan to effectively meet, or exceed, those objectives. As part of her commitment to her clients, Shelley is dedicated to offering a hands-on approach for personalized wealth management, establishing relationships built on trust, and open communication. She is...
Certified Public Accountants
Tom Elliott, CPA, CGMA, MBA has more than 20 years of accounting and
finance experience. Tom has worked in industry and various public
accounting firms of all sizes ranging from the Big 4 with thousands of
professionals to small office practice of 20 people. Tom has helped
individuals and businesses of all sizes ranging from a couple hundred
thousand in annual revenue to over $1 billion in a variety of industries
including oil and gas (E&P and services), banking, manufacturing,
construction, and employee benefit plans just to name a few.
Tom has served on many professional and civic Board of...
Auto & Home Insurance
I started TK Insurance in 2017, with the mission to do it better, and be better with a commitment to service. I was previously a top insurance agent with Liberty Mutual from 2010-2016. Placing in the top 50 agents nationwide out of all Liberty Mutual Direct agents, that's out of 2,500 agents at the time.
I'm doing what I'm supposed to be doing by helping our clients & friends when they need us most. Most important I'm a relationship-driven individual who makes time for family, friends, and fun. I'm always trying to move the needle in areas that are most...
Patrick Painter is an agent with Goosehead Insurance located in Lafayette, LA. Patrick joined Goosehead because of his unwavering commitment to take care of his clients. Using cutting edge technology to shop with 30 + of “A” rated insurance companies in just a few short minutes, he is able to find the right coverage at a competitive price. He takes the time to review all of the options and customizes a policy based on the unique risks and desires of each client. After finalizing an option, Patrick is backed by a service team that has the highest client loyalty rating...
Commercial Insurance Brokers
Blair Lege Kling
Commercial Insurance Broker
Blair Kling has more than 12 years of experience in Commercial Insurance solving risk management issues and servicing clients in the greater Louisiana and Texas region. As a Commercial Insurance Broker at McGriff, she partners with clients to strategically improve margins and provide results-driven solutions to risk management issues. She currently works with companies ranging from Upstream and Mid-Stream Oil and Gas to Construction and Industrial industries developing comprehensive insurance programs that help clients protect employees, company assets, cash flows and bottom lines.
Prior to joining McGriff, Ms. Kling spent over four years at Hub International as a marketing executive,...
Commercial Insurance Broker
As a Commercial Broker for McGriff, Cameron Firnberg is a dedicated risk management professional who is focused on building honest relationships with local business owners. He works to help clients understand the challenging insurance market conditions, contain costs that drive insurance premiums, as well as find industry specific programs tailored to client’s needs.
Cameron earned a Bachelor’s Degree in Business from Louisiana State University. He is also involved in his community as coach for Lafayette’s Special Olympics program Acadiana UnLimited.
Courtney Bustle works closely with business owners to provide financing for a wide range of needs, including business acquisitions, commercial real estate, working capital, and equipment purchases. In addition to lending, Courtney provides banking solutions to optimize cash flow, streamline reporting and minimize fraud. Throughout her 25 years working in banking, Courtney has held a variety of positions, including management, private banking, mortgage banking, business development, small business, commercial and healthcare lending. Courtney joined b1Bank in 2018 as a Commercial Banker and Vice President. Throughout her career, Courtney has developed an expansive network of contacts that add value to her...
My name is David O and currently manage our North Lewis Street location for IBERIABANK. We provide financial services from bank accounts, savings, loans, and investments. I started in the banking/financial industry in 2002 and managed over $160 million in deposits, loans, and assets. I’m looking forward to serve you and help achieve your financial dreams.
As a full time professional real estate agent, I pride myself on offering superior personal service before, during and after your transaction. Knowledge, commitment, honesty, expertise and professionalism are the cornerstone of my business. Let me earn your trust, your business and most importantly your friendship. Don’t make another move without me. I guarantee you will see the difference quality service makes. I look forward to working with you!
Lauren Tylock is a Senior Loan Officer in the Lafayette office of Assurance Financial. She joined the team in May 2014.
Lauren has been a mortgage specialist for 7 years in the banking industry, offering a wide range of knowledge of home loan products. She is licensed through the National Mortgage Licensing System and Registry.
Lauren received her Bachelor’s Degree in Business/Marketing from the University of Louisiana at Lafayette. In her free time, she enjoys inviting her family and friends over for BBQs with her husband, Paul, and their sons, Kolston and Hudson.
Ben Conque is a Senior Loan Officer at Mortgage Right of Lafayette with over 10 years of experience in the industry. He is a native of Carencro, LA and married with three children. In his spare time Ben enjoys supporting our local Ragin Cajuns, spending time with family and friends, and listening to live music. Ben takes pride in helping his customers select the loan that best suits their family’s needs. He takes time to review all angles of the loan to be certain they feel confident and knowledgeable in their decision to proceed.
Margo Huval Dugas is a 2009 magna cum laude graduate of the University of Louisiana, where she earned a Bachelor of Science Degree in Finance. In 2012 she graduated cum laude from Southern University Law Center. Following graduation, Margo served as a judicial law clerk to The Honorable James R. McClelland of the 16th Judicial District of Louisiana. Margo has practiced Real Estate Law as well as Estate Planning for the past 8 years.
Margo is a member of the Louisiana State Bar Association, and the Lafayette Bar Association. She is also a member of the Junior League of Lafayette...
Meghan Young Duplantis is a native of Opelousas, Louisiana. While attending the University of Louisiana at Lafayette, Meghan Young Duplantis had the honor of participating in an internship with the United States Attorney’s Office for the Western District of Louisiana under United States Attorney, Donald Washington. In 2006, Meghan graduated with a degree in Criminal Justice and a minor in Political Science Pre-Law from the University of Louisiana at Lafayette. Thereafter, Meghan moved to New Orleans to pursue her dream of becoming an Attorney, where she attended Loyola University New Orleans College of Law, earning a Juris Doctorate Degree in...
Couvillier Advisors has chosen to partner with professionals from other industries to help meet the needs of our clients. Our Affiliate Partners are strictly a resource for our clients and Couvillier Advisors does not receive any type of referral fee, or any other compensation, for clients that are referred to our Affiliate Partners. Furthermore, Couvillier Advisors, nor any of its Affiliate Partners, are liable for the views, opinions, or advice provided by any Affiliate Partner; nor are Affiliate Partners liable for the views, opinions, or advice provided by anyone employed by Couvillier Advisors.