Meet The DC&A Team
Meet the DC&A Team
At Dardis Couvillon & Associates, we build relationships with clients who need and want a plan—a comprehensive financial plan that seeks to help acquire, grow and preserve their wealth. We have helped many generations of families and businesses by providing a full range of financial planning services.
Let us introduce you to our experienced professionals—contact us to schedule a no-obligation consultation. We can explore if there is a good fit between where you are, what you need and our long-term, conservative, comprehensive approach to financial planning.
John (Jack) Dardis
CFP®, CLU®, ChFC® — Chairman
Jack Dardis has had a distinguished 40-year career in the financial services industry. After working for such firms as Peat Marwick Mitchell, First National Bank of Commerce and Howard Weil Labouisse Friedrichs, he launched Jack Dardis & Associates in 1988. In 2008, the firm Dardis Couvillon & Associates was formed with Jack at the helm.
CFP® — President
Mason Couvillon entered the financial services industry in 1996 and works in the development and implementation of investment strategies for clients, as well as his role as president of Dardis Couvillon & Associates. Prior to starting Dardis Couvillon & Associates in 2008, Mason worked as a financial professional for Morgan Stanley, Hibernia National Bank and the companies of Becker & Suffern.
Michael H. Bagot, III
Michael H. Bagot, III has worked in the financial services industry since 2012. Prior to joining Dardis Couvillon and Associates, Michael worked at Merrill Lynch in the compliance department of the New Orleans office before becoming the lead trader of the Tactical Associates within Merrill Lynch’s Private Banking and Investment Group.
CLU®, ChFC® — Financial Representative
Wayne Pietri has over 30 years of experience in his areas of specialty, which include life/health insurance and mutual funds. He has been recognized by the New Orleans Association of Health Underwriters as Agent of the Year for his expertise in insurance.
Alfred (Al) Lopez, Jr.
CEBS®, CFP®, CLU® — Financial Consultant
Al Lopez, Jr. specializes in assisting the clients at Dardis Couvillon & Associates with retirement planning and wealth accumulation goals. His career includes previous positions with Mutual Life Insurance Co. of New York (MONY) and Northwestern Mutual Life Insurance.
J. Kenneth (Ken) Lota
Senior Operational Analyst
Ken Lota has been with Jack Dardis & Associates and then Dardis Couvillon & Associates since 2000. Prior to joining the firm, Ken worked as Corporate Controller for Walle Corporation and Century Graphics. He also served in various managerial accounting and auditing positions with Lykes Bros. Steamship Company and New Orleans Public Service, Inc.
Manager of Brokerage Operations
Donna Clement joined Dardis Couvillon & Associates in 2011 following successful stints with Eagan Insurance Agency and Stewart Enterprise, Inc. At Dardis Couvillon & Associates, Donna works with and for clients through the administrative functions necessary to open and manage their accounts, fulfill service requests, answer questions they may have, and solves issues that arise. Donna also oversees DCA's Information Technology function. Her pro-active business approach helps us obtain office efficiencies through technology and workflow processes.
Marybeth (Beth) Beguiristain
Manager of Operations
Beth Beguiristain is the Operations Manager here at Dardis Couvillon & Associates. She processes trades and creates reports that help us analyze client investments and performance. She can assist clients with account paperwork and with online access to their accounts. Beth is also a point of contact for retirement plan administrators and participants. She coordinates plan administration, services, and employee education and outreach.
Catherine Groos joined Dardis Couvillon & Associates in June, 2017. Working in an administrative and client support capacity, visitors to our office are welcomed with a warm smile and her “can do” attitude. She assists our advisors in preparing for client meetings, trade order processing and follow up. She organizes client files and maintains our client and account database.