O U R T E A M
David Daniel
Managing Partner
-
David was born in Baton Rouge, LA. He went to the University of Louisiana Lafayette on a football scholarship and graduated in 1978 with a degree in Business. David started in the investment business with E F Hutton in 1987. After working together for 16 years David & Fred started Summit Financial in 2003 within Legg Mason Wood Walker. In 2006, Summit Financial became a Registered Investment advisory firm. In 2014 Summit Financial joined Focus Financial as a Focus Partner Firm. He holds several securities registrations including Series 7, 63, 65 & 9/10 and is the Senior Portfolio Manager .
David is married to Karen and has 2 children and 2 grandchildren. He enjoys tennis, fishing, hunting and traveling.
Todd Lambert
Partner
-
Todd has been an investment advisor since 1993. He began his career with Fidelity Investments in Dallas, TX, working in their brokerage and 401(k) divisions. He returned to his hometown of Lafayette, LA in 1995 and began working for Legg Mason. He graduated from the University of Southwestern LA in Business Administration and holds his Series 7, Series 9, Series 10, & Series 63 registrations.
Todd is married to his wife Laina and he has three sons: Cole, Connor, and Cooper. He enjoys participating in marathons and triathlons in his spare time.
Michael Pharr, CFP®
Partner
-
Michael has been in the securities business since 1994. He has been with Summit Financial since its inception in 2003. Prior to that he worked at PaineWebber, as well as Legg Mason here in Lafayette. Michael graduated from LSU and holds his Series 66 securities registration as well as a Certified Financial Planner™ (CFP®) certification.
Michael was born in New Iberia but has lived in Lafayette for almost three decades. He and his wife Chelette were married in August of 1999 and have three grown children. In his free time he enjoys, playing golf, exercising and spending time with his family and friends and cheering for the Cajuns, Tigers, and Saints. He and his family are active parishioners at Our Lady of Wisdom Catholic Church on UL's campus.
Suzette Broussard, IACCP ®
Administrative Officer
Chief Compliance Officer
Partner
-
Suzette has 25 years in the securities business although she has been in the financial services since her senior year in high school working in a local bank. She attended University of Louisiana as a finance major. After college, she continued to work in banking until 1995 when joining Legg Mason in Lafayette. Suzette returned to UL and graduated in 2018 with a B.S.B.A. in Finance. Suzette has attained many securities registrations including Series 7, Series 66, Series 9/10 & Louisiana Insurance licenses. Her responsibilities at Summit Financial as Office Manager include compliance, operating trading platform for managed accounts. Suzette is Chief Compliance Officer of Summit Financial Wealth Advisors.
Suzette has two daughters, Madison & Lexie. In her spare time she enjoys spending time with family and friends, cooking, working out, watching sports, reading & traveling. She is also an avid New Orleans Saints fan. Who Dat!!
Wes Gautreaux
Managing Director
Partner
-
Wes was born and raised in New Iberia, Louisiana as the 2nd of four boys. He graduated with a degree in finance from Louisiana State University in 2003 and an MBA from Tulane University in 2010 where he studied as a Freeman Fellow. Prior to joining Summit Financial, Wes worked in a variety of corporate finance and business management roles of increasing responsibility, primarily with multinational corporations including Duff & Phelps (now Kroll) and Koch Industries.
Wes has been married to his high school sweetheart, Jenny, since 2003. The couple reside in Lafayette’s historic Saint Street neighborhood with their children Wyatt, Claire, and Owen as well as their family dog Rocko. Wes is an active member in the Louisiana Chapter of Young Presidents Organization (YPO). When away from the office Wes enjoys spending his time with family and friends while traveling, attending festivals, tackling home projects, and playing an occasional round of golf.
Doug Daniel
Controller, Partner
-
Doug was born in Lafayette, LA and is a graduate of Our Lady of Fatima and St. Thomas Moore. He graduated from The University of Louisiana at Lafayette in Accounting. Doug worked 6 years in public accounting before joining Summit Financial in January of 2014. Doug holds his Series 65 securities registration.
Doug married his wife Kailyn in 2011, and they have one daughter. Doug and his family currently live in Lafayette where they enjoy traveling, cooking, and spending time with friends and family. In his free time Doug enjoys boardgames, hunting, fishing, and watching his favorite sports teams Saints, Pelicans, Cajuns and any hockey game.
Joel Robideaux
Investment Advisor Representative
-
Joel grew up in Lafayette where he and his wife Bobette raised their three boys -- Dylan, Brennan and Luke. He is a graduate of the University of Southwestern Louisiana (now the University of Louisiana at Lafayette) and LSU, earning his master’s degree in Finance before becoming a Certified Public Accountant (CPA). For 20 years he owned and operated a successful accounting firm in Lafayette, serving individuals, families and businesses before being elected as Lafayette Parish’s chief executive
In 2004, Joel was elected to the Louisiana House of Representatives. As a member of the Louisiana House of Representatives, he served in many leadership roles including Speaker Pro Tempore, Chairman of the House Ways & Means Committee, Chairman of the Joint Legislative Committee on Capital Outlay, Chairman of the Retirement Committee, and as a Louisiana State Bond Commission member.
During his tenure as a State Representative, Joel was recognized by his colleagues with the coveted Hudson Cup, the "Gentleman of the House" award for the legislator who “most exemplifies the qualities of decorum, respect, humor and leadership” during the 2013 legislative session.
In 2015, Joel was elected as Lafayette’s Mayor-President. He served in that role for four years before deciding not to seek reelection. During his tenure as Mayor-President, Joel focused on leveraging Lafayette’s entrepreneurship, fiber infrastructure, and cultural uniqueness as economic drivers. Managing a budget of over $600million, he identified areas of surplus and redirected over $30million to much needed drainage efforts. He also initiated the conversion of our Parish Animal Control Center to a “No-Kill Shelter” for domestic pets.
Mayor-President Robideaux has been active in the community, having served as Charter President of Kiwanis of Vermilion and a board member for both Camp De Bon Coeur and Habitat for Humanity. He has been an adjunct faculty member at UL and an instructor for Junior Achievement. As a fan of youth sports, he also coached for Lafayette Little League Baseball and Lafayette Youth Soccer.
Chris Breaux
Investment Advisor Representative
-
Chris grew up in Lafayette as the oldest of 4 children. He received a bachelor’s degree in Finance from the University of Louisiana at Lafayette followed by a Masters of Business Administration from the University of Alabama at Birmingham. Upon graduation, Chris accepted a job as a business analyst and he and his wife Taylor moved back to Lafayette in 2012. After working several years, Chris was presented an opportunity to start his own business which operated in the non-hazardous waste and recycling industry. He sold that business in 2019 and was hired to manage a local offshore contract labor company until 2021 when the financial industry called him back.
Chris lives in Lafayette with his wife Taylor and their three children: James, Elliott, and Parker. Chris is a parishioner at St. John’s Cathedral and in his spare time he enjoys hunting, fishing, tennis and golf.
Dave Romagosa
Investment Advisor Representative
-
David “Dave” Romagosa entered the financial services business after his graduation from the University of Southwestern Louisiana (University of Louisiana, Lafayette). He founded and was president of the Cornerstone Financial Group, Inc., where he worked as a financial advisor until April 2025. Dave served as an Adjunct instructor for the University of Louisiana, Lafayette for 22 years until 2023, where he taught a senior level course in the B.I. Moody College of Business. Dave received the 2006 Monsignor Alexander Octave Sigur Award from the Diocese of Lafayette in recognition of his service to the Diocese and the needy in Acadiana. Active in Acadiana Mardi Gras, Dave was 2007 King Richard of the Order of the Troubadours. Dave received his Master’s in Financial Services degree from the American College in Bryn Mawr, PA, and has earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Certified Financial Planner (CFP) designations. Dave and his wife, Mary have 4- children and 5- grandchildren.
Jimmy Dupuis
Investment Advisor Representative
Alida Villien
Client Services
-
Alida began her career in the securities industry over 25 years ago and has been with Summit Financial since 2006. She holds Series 7, 63 and 65 securities registrations, as well as, insurance and annuity licenses with the State of Louisiana. Her responsibilities include all fixed income and mutual fund trading, with her main focus on assisting clients with all of their account service needs.
Alida is a 1981 graduate of the University of Southwestern Louisiana (now known as the University of Louisiana at Lafayette). She is originally from Maurice and has lived in this area all of her life, where she has strong family ties which keep her close to home.
Crista LeMaire
Client Services
-
Crista began her career in the health care industry servicing the Acadiana area for 6 years. In early 2018 Crista joined the Summit team as a Client Services Associate, where she is able to lean on her years of experience dealing with patients and clients. Crista went to Delta State University in Cleveland Mississippi on a softball scholarship and graduated in 2011. Crista has 3 children, Kohen, Kaleigh, and Liam, and spends the bulk of her time outside of the office supporting them at their many extracurricular activities and enjoying the beauty of country life.
Kim Landry
Client Services
-
Kim graduated from the University of Southwestern Louisiana in Business Administration, with a major in Finance. She began her career in the last semesters of college working as a Client Service Representative with Legg Mason. Since that time, most of her career experience has been in marketing or firm administration with accounting, wealth management and legal practices. In July 2022, Kim joined Summit Financial as a Client Service Representative, where she assists in the management of client relationships and account service needs.
Kim has been active in the Acadiana community, having served 10 years on the board for Krewe of Bonaparte, and 6 years with The Big Easel. She enjoys spending time with her family and friends, cooking and traveling.
Catherine Boudreaux,
CRC ®, AIF ®
Client Services
-
Catherine is originally from Franklin, LA and is a graduate from the University of Louisiana at Lafayette with degrees in Finance and Accounting. She has been in the working in the securities industry over 15 years and she currently holds Series 7, 24, and 66 securities registrations, as well as insurance licenses with the State of Louisiana. She is also a Certified Retirement Counselor, CRC ®, an Accredited Investment Fiduciary, AIF ®, and a Louisiana Notary Public. She has recently joined our firm as a Client Services Representative.
Catherine lives in Maurice with her husband Josh, and daughters, Annalise and Jolie and enjoys running in her spare time.
C. Louis Ray, CIMA®, AIFA®
Partner
-
Louis received his BBA in Finance in 1985 and his MBA in 1987 from the University of Louisiana at Monroe. Louis has completed a rigorous educational program sponsored by the Investment Management Consultants Association (IMCA) through the University of Pennsylvania Wharton School of Business, leading to the highly respected Certified Investment Management Analyst designation (CIMA) and has completed the IMCA sponsored Investment Strategist Certificate program. He has earned the Accredited Investment Fiduciary designation (AIF) and the prestigious Accredited Investment Fiduciary Analyst designation (AIFA) awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Louis began his career in 1988 working for IDS American Express and has long been an established leader in the fiduciary community. In addition to co-founding FPL Asset Management, he provided assistance in defining legislation under the Louisiana Uniform Prudent Management of Institutional Funds Act (UPMIFA) and has served as a forensic fiduciary specialist for Roland|Criss.
He and his wife Lori have been married for 29 years and have two grown children. He is an avid sportsman and enjoys the outdoors.
Léna Satgé Ormond, AWMA®
Investment Advisor Representative
Partner
-
Léna has been in the financial industry since 2008 when she completed her first internship with FPL Asset Management. She graduated from the University of Louisiana at Monroe in 2010 with a Bachelor of Business Administration and started working full time for FPL that summer. She manages the firms operations, research, and client relationships. Léna is an Accredited Wealth Management AdvisorSM and completed her Master of Science in Finance in 2015.
Léna was born in Vienne, France and moved to the United States of America in 2006 to play tennis for the University of Louisiana at Monroe. She and her husband Jake Ormond got married in 2015. In her free time, in addition to playing tennis and running, she and Jake enjoy the Louisiana outdoors with their two children Gabrielle and Jonah.
Amanda Hyland-Manhart
Client Services
-
Amanda graduated from Northeast Louisiana University (now University of Louisiana Monroe) in 1997. She began her career at JP Morgan Chase in 1998 as a Mortgage Officer and Client Service Supervisor. In July 2017, she joined the Summit Financial Team as a Client Service Associate. Amanda assists in the management of new and existing client’s relationships and correspondence.
Amanda currently lives in West Monroe with her husband Mark. She has three daughter’s Cheyenne, Jordan, and Taylor. In her spare time, she enjoys cooking, hunting, and fishing with her husband, and spending time with her family and friends.
Heather Milliken, FPQP
Client Services
-
Heather’s first experience in the financial industry was in banking. Through her eight- year banking career, she began as a teller and worked her way up to a bank officer. In June 2018 Heather joined the Summit Financial family as a Client Service Associate. Heather’s background in banking combined with her experience as a business owner, provided her with a vast amount of customer service skills that mesh perfectly with Summit Financials client centric culture.
Heather lives locally with her husband Jim and has two young adult children, Thomas and Daisy. In her free time, Heather enjoys spending time with her four Pugs, traveling, and reading.
Toni Crawford, CRPC® CDFA®
Investment Advisor Representative
-
Toni Crawford is an Investment Advisor Representative and holds both the CHARTERED RETIREMENT PLANNING COUNSELOR® and CERTIFIED DIVORCE FINANCIAL ANALYST® designations. She lives in Ruston, Louisiana, and has two young adult children, Emma and Adam. She and her husband, Dickie, are proud Louisiana Tech University graduates, and they enjoy attending Tech ballgames and other collegiate functions. She is active at The Bridge Community Church, and in her free time, you might find her attending a Zumba class, walking her rescue dog, Toby, or planning her next Disney trip.
Chloe Marcus
Client Services
-
Chloe graduated with her degree in Accounting from Louisiana Tech University in March 2024. The following May, she began working for Summit Financial as a Client Services Representative. In the future she hopes to pursue a Master of Business Administration and become a Certified Public Accountant.
She enjoys attending events in the downtown Ruston area with friends and family or just getting coffee while reading a good book. Her free time is usually spent baking or playing with her two dogs.
New Orleans Office
2201 Ridgelake | Metairie, LA 70001
John Favaloro
Senior Investment Consultant
-
John was born and raised in Lafayette, graduating from Cathedral-Carmel High School, the University of Louisiana Lafayette with a degree in Business Administration, as well as earning his Chartered Life Underwriter (CLU) designation from The American College. John began his career in the financial services industry in 1985 with New York Life. John later joined MetLife as Managing Director for Louisiana and Mississippi as well as the Carolinas.
After a more than 3 decade career as both an advisor and manager, John joined Summit Financial in 2021 as Sr. Investment Consultant. He works with the firm partners and clients in the areas of personal, business, and estate planning strategies. With a deep understanding of the unique needs and dynamics of our community, John is committed to guiding our clients toward making informed decisions that align with their best interests.
John resides in Abita Springs along with his wife Kim. They are the proud parents of 4 children and 7 amazing grandchildren. When away from the office, he enjoys golf, pickle ball, and exploring America with his grandchildren.
Paul Guidry
Investment Advisor Representative
-
Paul has been in the securities business since 1986. He joined Summit Financial in October 2022, transitioning his practice and becoming a valued team member. Paul graduated from Southeastern Louisiana University with a degree in accounting in 1977 and earned his Master of Business Administration from Tulane University in 1987. He is a Certified Public Accountant, though he is not currently licensed, and he holds Series 7, 63, and 66 securities registrations.
Paul was born in Raceland and raised in Port Sulphur. He has three grown daughters—Maddy, Katy, and Evy. In his free time, Paul enjoys working out, cycling, fishing, and hunting. He resides in Slidell and attends Our Lady of Lourdes Catholic Church.
Advisory services are offered through Summit Financial Wealth Advisors, a Registered Investment Advisor.
Need an advisor?
We would love the opportunity to learn more about you and your needs.