Experience Makes all the difference

In today's economy, good financial advice has never been more critical. That is why it is so important to partner with a team of dedicated Financial Advisors who is committed to listening to you, understanding your concerns, and helping ensure all aspects of your financial life are aligned. We will strive to be your personal advocates and provide you with advice that is tailored to your unique circumstances and all you would like your wealth to achieve. We look forward to helping you embrace your financial future with confidence.

Mark H. Heller, CLU®, CFP®, CAP®

Senior Vice President - Wealth Management
Financial Advisor
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504-595-5494

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Over 30 years of Service in the Financial Services Industry

  • Branch Manager for InterSecurities;
  • Resource manager for Capital One Bank (orig. Hibernia National Bank)
  • Vice President Friedler, Butler & Heller, Inc. Employee Benefits Firm Insurance Investments and Retirement Plan Consulting
  • 20 Years with Friedler Larocca Associated and Friedler Larocca Financial Partners

Education and Professional Credentials

  • B.S. in Mathematics, Randolph-Macon College, 1978
  • Chartered Life Underwriter, American College of Financial Services, 1992
  • Certified Pension Consultant, American Society of Pension Professionals & Actuaries, 1992
  • Accredited Estate Planner, National Association of Estate Planners, 2006
  • Chartered Advisor of Philanthropy, American College of Financial Services, 2017

Community Leadership – (Current and Past Positions Held):

  • Past President – Temple Sinai New Orleans
  • Past President – Association of Employee Benefit Planners of New Orleans
  • Past Member – Board of Trustees Jewish Federation of Greater New Orleans
  • Past Member – Board of Trustees Newman School
  • Past Member – Board of Trustees Louisiana Endowment for the Humanities
  • Past Member – Board of Trustees Hillel of New Orleans
  • Past Member - Fore!Kids Foundation
  • Preident - New Orleans Estate Planning Council 2019-2020


Registered States:
AL, AR, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MO, MS, NC, NJ, NY, OH, PA, RI, TX, VA

Diana Dalton Stieffel, CFP®, CRPC®, CDFA®, RICP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Retirement Income Certified Professional (RICP)
Visit my personal page
504-584-5670

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Over 29 years of Financial Service Industry experience:

  • Senior Vice President – Investments with Morgan Keegan & Company
  • Vice President – Investments with Marquis Investments (a subsidiary of First Commerce Corporation)

Education and Professional Credentials

  • B.S. in Finance, University of New Orleans, 1985
  • CFP Professional Education Program, College for Financial Planning, 1996
  • Certified Financial Planner ™, College for Financial Planning, 2011
  • Chartered Retirement Planning Counselor, College for Financial Planning, 2013
  • Retirement Income Certified Professional, American College, 2017

Community Leadership

  • President - St. Dominic Pastoral Council
  • Member - St. Dominic Haiti Partnership
  • Past Member - Community Advisory Board, Louisiana Philharmonic Orchestra
  • Past Member - Planned Giving Committee, NO AIDS Task Force
  • Member - St. Dominic Parish Evenings for the Engaged
  • Member - NVC, NOMA Volunteer Committee 
  • Past Member - Longue Vue Investment Committee 
  • Member - New Orleans Estate Planning Council
  • Member - Catholic Women in Action Giving Circle


Registered States:
AL, AR, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MO, MS, NC, NJ, NY, OH, PA, RI, TX, VA

Lori B. Lacoste

Wealth Management Associate
504-584-5633

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Over 35 Years Experience in the Financial Industry

  • UBS Financial Services, Inc., New Orleans, LA, Wealth Management Associate
  • Smith Barney, New Orleans, LA, Senior Registered Client Service Associate
  • Chase Investment Services, Inc., New Orleans, LA, Registered Client Service Associate
  • Pelican Homestead, First NBC, Bank One, Chase Bank, New Orleans, LA, Teller, Head Teller, Personal Banker, Assistant Branch Manager, Branch Manager

Qualifications

  • Life & Health Insurance Licensed (Including Long Term Care)
  • Series 7 Licensed
  • Series 63/65 Licensed

Education

  • St. Mary's Dominican High School, Graduated 1982


Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, TX, VA, WI