Meet Our Team

Meet Our Team

Photo of Wealth Management Advisor Chad Romero

Chad Romero

CFP®, AEP®, ChSNC®, RICP®

Wealth Management Advisor

Chad was born and raised in Lafayette, LA. He graduated from UL Lafayette with a Business Management Degree. Chad continued his education to gain certifications in Financial Planning, Retirement & Estate Planning, Insurance & Risk Management, and Advising Families with Special Needs. He considers himself a lifelong learner and utilizes his training and expertise to expand his clients' financial portfolio.

Chad enjoys exercising at Red's Health & Racquet Club, is a passionate food enthusiast, taking advantage of the variety of restaurants around Lafayette and strongly values his family time.  Chad and his wife, Christina, have two children, Emma and Finn. They enjoy taking trips together; whether it be a detailed planned trip or spontaneous weekend adventures. Emma and Finn are active in athletics and love when their dad helps coach.

Photo of Office Manager Stephanie Hesse Ray

Stephanie Hesse Ray

Office Manager

Stephanie was born and raised in Lafayette, Louisiana. She graduated from St. Thomas More Catholic High School and continued on to UL Lafayette earning a bachelor's degree in Math Education. Stephanie's leadership qualities and mathematical background brings a unique combination of skills that is the driving force of our operation.  She personable and dedicated to providing our clients with the highest level of service. 

Stephanie and her husband, Adam, lived in Canada and Covington before returning home to Lafayette to raise their children around family, friends, and in the community they know and love. Stephanie and Adam have three daughters, Evelyn, Julia and Alaina, and a cat, Magnolia.

Photo of Investment Operations Torrey L Broussard

Torrey L Broussard

Investment Operations

Torrey has been with Northwestern Mutual for over 18 years and handles all investment operations. She is highly regarded by her co-workers and graciously shares her vast amount of knowledge with them when needed.

Torrey and her husband, Brandon, have two children Brock & Katelyn, and three dogs, Gunner, Nova and Bella. She and her family love being near the water, whether it's a sandy beach or on a boat in Toledo Bend.