With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Reed Stephens

Financial Advisor

Chief Operating Officer of StellarPath Private Wealth Advisors
Learn more about Reed Stephens Visit Reed Stephens's website

Jeanine Cazaubon

CFP®, ChFC®

Financial Advisor

Financial Planning Specialist
Learn more about Jeanine Cazaubon Visit Jeanine Cazaubon's website

William Robert Duncan Jr

MBA, CRPC

Financial Advisor

Learn more about William Robert Duncan Jr Visit William Robert Duncan Jr's website

Jeannine Granier

MBA

Financial Advisor

Business Development Manager
Learn more about Jeannine Granier Visit Jeannine Granier's website

Anita Stephens

CRPC

Private Wealth Advisor

Managing Partner of StellarPath Private Wealth Advisors
Learn more about Anita Stephens Visit Anita Stephens's website

Troy G Macaluso

Ph.D., CFP®, ChFC®

Financial Advisor

Learn more about Troy G Macaluso Visit Troy G Macaluso's website

Marc Miranne

RICP®, CPA

Financial Advisor

Learn more about Marc Miranne Visit Marc Miranne's website

Alex Brandenburg

Associate Financial Advisor

Business Development Specialist
Learn more about Alex Brandenburg Visit Alex Brandenburg's website


Our team

Donelle Crovetto

Donelle Crovetto

Administrative Assistant,

Client Service Coordinator

Qualifications

  • Donelle joined our Mandeville office in 1996.

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Lisa Duncan

Lisa Duncan

Client Service Coordinator

Qualifications

  • Lisa joined our Metairie office in 2019.

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Kelli Hezlep

Kelli Hezlep

Financial Planning Assistant,

Client Service Specialist

Qualifications

  • Kelli joined our office in The Villages, FL in 2020.

  • Graduate Certificate - Accounting - Kaplan University - Davenport, IA

  • MBA - Iowa State University - Ames, IA

  • B.S. - Accounting - University of Wyoming - Laramie, WY

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Lalonnie Hines

Lalonnie Hines

Client Service Specialist

Qualifications

  • Lalonnie joined our Luling office in 2017.

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Lauren Rogers

Lauren Rogers

Client Service Manager

Qualifications

  • Lauren joined our Luling office in 2015.

  • B.S., Nursing Sciences - Louisiana State University Health Sciences Center - New Orleans, LA

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Mabel Wickboldt

Mabel Wickboldt

Office Manager

Qualifications

  • Mabel joined our Mandeville office 2003.

  • Lockheed Martin (Michoud Assembly Facility), Development Operations Engineer, 1973–2002, Louisiana & Mississippi

  • MBA - Florida Institute of Technology - Melbourne, FL

  • B.A., Mathematics - Louisiana State University - Baton Rouge, LA

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