About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Robert G. "Bob" Jones
S. Houston Jones, II, CFP
Managing Director - InvestmentsHouston returned to Lake Charles in 1998 after 10 years of living and working in France to work with his father primarily on advisory, retirement and estate planning issues. He completed his CERTIFIED FINANCIAL PLANNER™ designation in 2002. The CFP® program covers the wide array of financial concerns an individual may experience during his or her lifetime --- from taxes to insurance to investments to retirement to estate planning.
His educational background includes a B.S. from L.S.U. in 1984 and an MBA from Tulane University in 1989. He also has a French language and culture diploma from the Catholic Institute in Paris in 1986. During college he was a Student Government Association representative and active in the Kappa Sigma Fraternity. He continues to be active in Kappa Sig today on several fronts and remains fanatical about LSU football. Between college and grad school Houston worked in Information Technology for 2 years on Wall Street, and during his years in France he worked in International Trade for 2½ years and as a restaurant franchise entrepreneur and consultant for 6 years.
Houston is a former Ironman Triathlete and has swam from Alcatraz to San Francisco. He has raised money for MS by riding his bicycle from Houston to Austin on 4 occasions. And while he continues to be an accomplished cyclist, walker and hiker, his focus has shifted to becoming a voracious reader, avid traveler and passionate foodie.
The oldest of 4, he is married to the former Caroline Adams of Houston, a respected trial attorney, and has 3 stepdaughters, 4 children of his own and 3 grandchildren.
His educational background includes a B.S. from L.S.U. in 1984 and an MBA from Tulane University in 1989. He also has a French language and culture diploma from the Catholic Institute in Paris in 1986. During college he was a Student Government Association representative and active in the Kappa Sigma Fraternity. He continues to be active in Kappa Sig today on several fronts and remains fanatical about LSU football. Between college and grad school Houston worked in Information Technology for 2 years on Wall Street, and during his years in France he worked in International Trade for 2½ years and as a restaurant franchise entrepreneur and consultant for 6 years.
Houston is a former Ironman Triathlete and has swam from Alcatraz to San Francisco. He has raised money for MS by riding his bicycle from Houston to Austin on 4 occasions. And while he continues to be an accomplished cyclist, walker and hiker, his focus has shifted to becoming a voracious reader, avid traveler and passionate foodie.
The oldest of 4, he is married to the former Caroline Adams of Houston, a respected trial attorney, and has 3 stepdaughters, 4 children of his own and 3 grandchildren.
William G. Battestin
First Vice President - Investments
Sandra L. Dally
Senior Registered Client Associate
Griffon Lestage
Senior Financial AdvisorWhy Invest With Us
We believe your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.