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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

John Paul Caswell, AIF, CLTC

President / Managing Principal

225.766.9700

jp_caswell@ironhorse-financial.com

John Paul Caswell is a renowned figure in the insurance and financial services sectors, honored as a "Top 100 CEO" among privately held companies and listed in the "Top 500 Most Influential" individuals by the Baton Rouge Business Report 

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Charles Duplechain

Managing Director

225.301.1893

charles_duplechain@ironhorse-financial.com

Charles Duplechain is a seasoned financial adviser known for his experience in guiding clients towards their financial goals. Holding a mathematics degree from Louisiana State University, Charles brings a strategic and analytical...

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Erica Clover

Administrative Assistant

337.232.8480

337.232.8473

Erica_Clover@ironhorse-financial.com

Erica Clover is the Administrative Assistant at the Iron Horse Financial Lafayette office location.

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Ellen Alderman

Financial Representative

225.766.9700

ellen_alderman@ironhorse-financial.com

Ellen Alderman joined Iron Horse Financial as a Financial Representative in July of 2014. She brought with her five years of experience in the industry, with a focus on Disability Income Insurance while applying the principles of...

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Charles Alexander, CLU

Special Agent

318.548.8688

318.255.3668

charles_alexander@ironhorse-financial.com

Charles Alexander has been working as a Special Agent with Iron Horse Financial since 1996.

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Christopher Jackler

Financial Advisor

985.634.6889

christopher.jackler@ironhorse-financial.com

Chris Jackler is a dedicated financial advisor committed to empowering individuals and businesses to achieve their financial goals. With a Bachelor's Degree in Business Management from Our Lady of Holy Cross College and an MBA in...
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Walker Johnson

Registered Representative

225.772.4385

walker_johnson@ironhorse-financial.com

Walker is a seasoned representative that focuses on proactive retirement planning for both retirees and executives contemplating retirement. This includes well-earned experience in investment strategy. When suitable, he offers...
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Donald Kaufmann

Special Agent

225.413.9161

Donald_Kaufmann@ironhorse-financial.com

Donnie Kaufmann has been working as a financial professional with Iron Horse Financial since 2000.

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James Leatherman

Special Agent

318.443.7180

318.255.3668

James_Leatherman@ironhorse-financial.com

James Leatherman has been working as a financial professional with Iron Horse Financial since 1998.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

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Merl Schexnaildre

Special Agent

225.938.4356

Merl_Schexnaildre@ironhorse-financial.com

Merl Schexnaildre, a proud native of Houma and a seasoned financial professional with Guardian’s Iron Horse Financial since 1967. Merl's journey began at Louisiana State University, where he proudly participated on the '58 LSU...

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Frederick Kyle Sharbaugh

Financial Representative

225.508.4392

kyle_sharbaugh@ironhorse-financial.com

Kyle Sharbaugh is a Baton Rouge native. He has been working as a financial representative with Iron Horse Financial since 1997. Kyle’s focus is in assisting small business owners and physicians. He is able to help reduce the...
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Travis St. Pierre

Financial Representative

504.427.1913

504.598.6997

Travis_StPierre@ironhorse-financial.com

Travis St. Pierre has been a Financial Representative with Iron Horse Financial since 1996.

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Bryan Touchet

Financial Representative

337.789.0089

337.232.8473

bryan_touchet@ironhorse-financial.com

Bryan Touchet, a proud Abbeville native and dedicated Financial Representative with Guardian since 1998, has been serving clients from the Lafayette location at Financial Concepts of Louisiana. Bryan's educational journey includes...
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Michael "Mac" Sanford

Financial Representative

225.964.3664

michael.sanford@ironhorse-financial.com

Michael Mac Sanford is a financial representative with a mission to empower individuals to start investing without sacrificing their current lifestyle. With a passion for reallocating funds strategically to generate lifelong dividends,...

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Sean Harry

Financial Representative

504.327.8583

sean.harry@ironhorse-financial.com

Sean Harry, Jr.  is a dedicated financial representative specializing in serving young families and business owners. A graduate of Louisiana State University with a bachelor's degree in communication studies, Sean combines his...
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