Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people prepare for the future. After years in the business, we strive to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We believe that our team approach can add perspective to all we do as well as increased benefits to our clients.

Meet Our Team

Lisa Calongne, AAMS® CEPA®

Owner/President

(504)606-1294

lisa.calongne@lpl.com

Lisa has spent her entire thirty-five year career in the financial arena. After graduating from LSU with a Bachelor’s degree in Finance, she worked with small and medium sized businesses and their owners in an outside CFO...

Kristi Cook

Practice Manager/Client Services Specialist

504-766-9472

Kristi@luminarywealthmgmt.com

Kristi has navigated a diverse path for nearly two decades, blending her expertise in the corporate world with a passion for non-profit endeavors. Currently, she leads the team at Luminary Wealth Management as the Practice Manager and...

Stephanie Vignes

Client Service Specialist

(504) 766-9472

stephanie@luminarywealthmgmt.com

Stephanie serves as a Client Service Specialist, bringing more than three decades of experience in education to her role. Prior to joining the firm, she spent 33 years as a first grade teacher, where she developed strong organizational...