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.
Professionals with a reputation for providing the highest quality service to our clients. If you have a need for one of these services, contact one of our trusted partners today!
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...
Certified Public Accountants
Jeromy T. Bourque, CPA has over 10 years of experience in public accounting. Jeromy is proactive and dedicated to addressing issues early and with full attention. He enjoys getting to know his clients personally, and his goal with any client relationship is to build trust through communication and dedication to being informed on the latest tax laws. He hopes to empower his clients to make decisions for their business that align with their values and helps them reach their goals. His experience in both tax and audit provides him with a dynamic view of the big picture in his approach...
Ericka H. Dees, CPA has over 10 years of experience in public accounting as well as years of experience working as a CFO for a private equity backed company. Ericka started her own company to empower business owners to “see” and understand their numbers to enable them to generate more profits and cash. She provides financial function support for businesses and provides teachings/trainings one on one or in group settings. Ericka has a passion for helping people achieve their goals and dreams of becoming successful entrepreneurs.
Auto & Home Insurance
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...
Brock was born and raised in Carencro, Louisiana. He graduated from UL of Lafayette in May of 2012. What Brock enjoys most about being an insurance agent is the opportunity to interact and help people with their insurance needs. BBCO's wide range of carriers and policies offers Brock the tools to get his client's the best coverage possible. His goal is to make sure you fully understand your coverage, leaving you with peace of mind knowing you are covered. By doing this and providing the highest customer service possible, Brock's goal is to build a lifelong customer relationship with his...
Commercial Insurance Brokers
Blair Lege Kling
Commercial Insurance Broker
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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,...
Jake Johnson
Commercial Insurance Broker
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As a Commercial Insurance Producer for Poirrier Group my specialty is educating clients on their
insurance needs and providing support and resources to be proactive in preventing losses. At Poirrier
Group, our focus is writing commercial accounts that require creative solutions to challenging risks. In
order to provide the best possible coverage, pricing, and service available, we must understand our
client’s business and growth strategy. Before joining the insurance world, I spent 18-years working in
the Oil & Gas industry; this gives me insider knowledge, straight from the field, so you can rest easy
knowing that we understand the risks...
Commercial Bankers
Ginny’s banking career has spanned 28 years, split between commercial credit underwriting, managing associates, and commercial lending in the Acadiana market. Her credit background serves her well in structuring loans as well as advising clients on what products and services best fit their needs. She has worked at both large financial institutions and community banks, the latter being the most appropriate for client responsiveness and bank productivity.
As a military dependent from a large family and a former college athlete, Ginny knows firsthand how effective teamwork makes a significant impact in building lasting relationships and creating optimal results for her...
Candace Gaudette is a Commercial Lender with JD Bank in Lafayette, LA. She provides professional financial services, specializing in financing the purchase and refinance of commercial real estate, for both owner-occupied and investment properties. She has experience working with a variety of operating companies, including service firms, dental and veterinary practices, manufacturers, distributors and more.
Candace has been in the financial industry since 2006, and enjoys walking her clients through the commercial real estate buying process while finding them the best loan product that suits their needs. In her free time, she enjoys exploring new restaurants in Lafayette and traveling...
Personal Bankers
My name is David O. I am a Vice President/Banking Center Manager for First Horizon Bank at our North Lewis St. banking center. I have over 20 years of experience in banking. I specialize in consumer and business banking.
Realtors
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!
With a drive to make the right things happen, Brittanie works alongside her clients to identify what they’re looking for in a property, and provide them with support before, during, and after their transaction. Brittanie’s lively and energetic approach to the real estate process not only puts her clients at ease, but also gets them excited about the journey and endless possibilities.
Mortgage Lenders
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.
I am a Loan Officer for Mortgage Right (DBA TJC Mortgage) in Youngsville, LA. I joined the Mortgage
Right team in March 2020, with the inception of the first Louisiana branch. I love building relationships
with my clients and making customer service my priority. I always strive to exceed clients’ expectations
while making what is usually a daunting process, easy, comforting, and stress-free.
I hold a bachelor’s degree from the University of Louisiana at Monroe, where I played baseball and
selected 2009 Sunbelt Conference Newcomer of the Year. Prior to ULM, I played at LSU-Eunice, winning
two National Championships. I...
Title Attorneys
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.