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™ certification 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 - InvestmentsA 35 year veteran of the securities industry, Bill began his career with Thomson McKinnon in Lafayette and moved to Lake Charles in 1990. He has continued to work in the same office as it became Prudential Securities, then Wachovia Securities in 2003 and subsequently Wells Fargo Advisors in 2009.
Bill studied Business and English Literature at Boston University where he co-chaired the university’s coffee house and concert series. After, he completed his undergraduate education he worked at Boston City Hall where he produced dance, drama, and musical events for neighborhoods throughout the city. As a 16 year old he appeared on “To Tell The Truth”, where he appeared with Kern and Rinker Buck, the youngest aviators to fly cross country in the U.S. He has a passion for music and has been active in the Banner’s Cultural Series. He has not missed attending Jazz Fest in New Orleans since 1990.
He has been married to Lake Charles native Susan Strauss Battestin whom he met in Boston for over 40 years. They have three daughters and three granddaughters.
Bill studied Business and English Literature at Boston University where he co-chaired the university’s coffee house and concert series. After, he completed his undergraduate education he worked at Boston City Hall where he produced dance, drama, and musical events for neighborhoods throughout the city. As a 16 year old he appeared on “To Tell The Truth”, where he appeared with Kern and Rinker Buck, the youngest aviators to fly cross country in the U.S. He has a passion for music and has been active in the Banner’s Cultural Series. He has not missed attending Jazz Fest in New Orleans since 1990.
He has been married to Lake Charles native Susan Strauss Battestin whom he met in Boston for over 40 years. They have three daughters and three granddaughters.
Sandra L. Dally
Senior Registered Client AssociateSandra is a native of Lake Charles, and a graduate of LaGrange High School. While working for a local telecommunications company for 20+ years, she took advantage of the company’s tuition reimbursement program and attended night school at McNeese State University for seven years to achieve her Bachelor of Science degree in Business Management. Sandra is also a registered Notary Public, and has obtained her insurance license, and FINRA Series 7, 66, 9, and 10 securities registrations.
Sandra began her career with Wells Fargo Advisors in 2004, and brought with her extensive client service skills. She is a champion at understanding client needs and knows exactly what tasks to perform to get the job done. She has received several recognition awards for outstanding service, and has been named as one of the Wells Fargo Advisors Platinum Council Client Associate for 2014 by her manager.
Sandra loves the summer sun, and outdoors life. She enjoys cycling, gardening, cooking and sewing, and spending lots of time with family. Sunday Dinner is the weekly event in her household. The youngest of 4 siblings, Sandra has two sons, one of whom is a firefighter, and the other is an airplane mechanic. She has seven grandchildren and two grand dogs.
*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Sandra began her career with Wells Fargo Advisors in 2004, and brought with her extensive client service skills. She is a champion at understanding client needs and knows exactly what tasks to perform to get the job done. She has received several recognition awards for outstanding service, and has been named as one of the Wells Fargo Advisors Platinum Council Client Associate for 2014 by her manager.
Sandra loves the summer sun, and outdoors life. She enjoys cycling, gardening, cooking and sewing, and spending lots of time with family. Sunday Dinner is the weekly event in her household. The youngest of 4 siblings, Sandra has two sons, one of whom is a firefighter, and the other is an airplane mechanic. She has seven grandchildren and two grand dogs.
*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Griffon Lestage
Senior Financial AdvisorGriffon moved to Lake Charles in 2017 and started his career in the finance industry in 2019 as a Financial Relationship Advisor with Wells Fargo Advisors. After Hurricane Laura, he moved to Baton Rouge and worked with the Deferred Compensation Plan for state employees and an independent advisory firm. In 2022, he moved back to Lake Charles to join the Sam Houston Wealth Management Group of Wells Fargo Advisors where he brings the experience of his past roles and a different outlook on investing.
He grew up in DeRidder, LA and attended DeRidder High School where he was involved in sports and various service and academic clubs. He then received his B.S. from LSU in 2013. During his time at LSU he was a member of Pi Kappa Phi fraternity and remains an LSU athletics fan.
Griffon enjoys the outdoors and can be often found waterfowl hunting and inshore fishing when time permits. He also follows LSU athletics and has been in attendance for SEC Championships and National Championships in both baseball and football.
The oldest of 3, he is married to Hillary, originally from Baton Rouge, and has two nephews.
He grew up in DeRidder, LA and attended DeRidder High School where he was involved in sports and various service and academic clubs. He then received his B.S. from LSU in 2013. During his time at LSU he was a member of Pi Kappa Phi fraternity and remains an LSU athletics fan.
Griffon enjoys the outdoors and can be often found waterfowl hunting and inshore fishing when time permits. He also follows LSU athletics and has been in attendance for SEC Championships and National Championships in both baseball and football.
The oldest of 3, he is married to Hillary, originally from Baton Rouge, and has two nephews.
Why 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.