Andrew Ahrens is co-founder and Chief Executive Officer of the firm with over 34 years of investment management experience. He is a 1989 graduate of Louisiana State University with concentrations in Economics and Finance. Prior to founding Ahrens Investment Partners/Coastal Capital Advisors Andrew worked at LPL Financial, Balentine & Company and Edward Jones. Andrew has been featured in national financial publications and has been a guest on financial television programs including CNBC. In his free time, Andrew enjoys being outdoors, traveling, and also is an actor. Andrew and his wife Rebecca have three grown daughters and reside in Lafayette.

Drew Saterfiel co-founded Coastal Capital Advisors in 2018. Previously, he was a Senior Financial Advisor for 13 years at IberiaBank. Drew is a graduate of Louisiana State University where he received a Bachelor of Science Degree in Marketing as well as a Masters in Business Administration. Drew currently serves on the Ascension Episcopal School board of trustees and on the Ochsner Lafayette General Medical Center finance committee. He attends First Baptist Church of Lafayette and is involved in numerous Mardi Gras krewes. In his spare time, Drew enjoys golf, deer hunting, and coaching baseball, basketball, and flag football. Drew and his wife Lindsey have three children: Searcy, Graham, and Monroe.

Beth has been an advisor with the firm since 2006. Prior to joining Coastal Capital Advisors, Beth worked in public accounting for over 15 years as a tax adviser. Beth received her degree from the University of Louisiana at Lafayette in 1993. Beth is a senior advisor with the firm and serves as the Chief Operating Officer. Beth advises clients on tax issues, retirement and estate planning and specializes in pension and employer retirement plans. In addition to maintaining her securities and insurance licenses, Beth is a Certified Public Accountant and Notary Public for the State of Louisiana. Beth enjoys volunteering at school and church, traveling and spending time with her family. Beth has served on the Fatima Foundation Board as well as the Legatus Lafayette Board as Treasurer. Beth lives in Lafayette, LA with her husband Gerald and their son Tripp.

Phillip co-founded Coastal Capital Advisors in 2018 as an independent firm. He has over 30 years of experience in helping clients achieve their financial goals and plan for their future. His clients include retirees, individual investors, and businesses. He specializes in retirement planning, income planning, and portfolio management. Phillip holds a Bachelor of Science in Business Administration with a major in Finance from the University of Louisiana at Lafayette and maintains his Series 7, Series 66, and Louisiana Life and Health licenses.

Phillip gives time to the community, volunteering with organizations such as Parish Proud, United Way, and The Family Tree. He loves traveling, cooking, sports, and most of all, spending time with family and friends. Phillip has two children and is a lifelong resident of south Louisiana.

Prior to joining Coastal, Ron worked in various management positions at Shell Oil Company, and Tenneco Oil Company. Ron was one the founders of Newfield Exploration Company, where he served as Controller and Chief Accounting Officer. Ron received his degree in accounting in 1967 from the University of Louisiana at Lafayette, a Master of Economics from the University of South Dakota in 1972 and an MBA from the University of Louisiana at Lafayette in 1980. Ron advises clients on tax and estate planning. Ron and his wife Vida live in Lafayette. They have two grown children.

Neil Joined Ahrens Investment Partners in January 2005. He is a graduate of the University of Louisiana, with a Bachelor of Science degree in Business. He is a Chartered Financial Consultant, and his working life has been in financial services including 25 years with Northwestern Mutual Life and management positions with New York Life and MetLife. He works with individual investors, retirees, and businesses regarding their investment needs.

Chris joined Coastal Capital Advisors as a Financial Advisor in February 2010. Prior to joining the firm Chris was an adviser with Lincoln Financial in Baton Rouge, Louisiana for nine years. Chris has a marketing and Finance degree from Louisiana State University. Chris works with the firm’s clients on portfolio management. Chris enjoys golf and fishing and lives in Lafayette with his wife Kim and their two children.

Blaze is a native of Southwest Louisiana and resides in Lafayette with his wife Kelly. Blaze received his Bachelor of Science degree in 1990 from the University of Southwest Louisiana. In that year he started his insurance practice with MetLife, and became securities licensed in 1991. After MetLife, he managed his practice at Cornerstone Financial Group where he served as President of Cornerstone Benefits and co-owner of Cornerstone Settlements. With over 30 years in the investment and insurance industry he continues to focus with passion on his investment advisory services, with specialties in implementing retirement, investment, and income plans. In his spare time Blaze enjoys duck hunting, an occasional round of golf, and spending time with his 3 children and 3 grandchildren. He is an active member of Kiwanis.

Dee Dee has been a financial adviser for over 20 years. Prior to joining the firm in 2014, she worked as a Financial Adviser with Morgan Stanley Smith Barney. In 1984, Dee Dee earned a degree from the University of Southwestern Louisiana in Business Administration. She advises clients on personal retirement planning and small business employer sponsored retirement plans. She’s been active in the Boys & Girls Clubs of Acadiana, Junior League of Lafayette and Junior Achievement.

Dee Dee has two daughters and lives in Lafayette with her Standard Poodle, Poppy. She also enjoys spending time with family and friends, doing needlepoint, and playing pickleball.

Jason Habbit, a Senior Wealth Manager at Coastal Capital, has over 20 years of experience in Lafayette, focusing on helping clients achieve their financial goals. He is dedicated to ensuring his clients’ financial objectives are met with expert guidance. His client-centric approach ensures that their needs and objectives are at the forefront of his financial planning and investment management strategies.

Jason’s financial career began at J.P. Morgan Chase, and then he partnered with Spire Investment Partners. This eventually led to his current role at Coastal Capital, signifying his progression to an independent wealth advisor.

He is a graduate of the University of Louisiana at Lafayette, holding a Bachelor of Science in business administration with a focus on finance.

Beyond his professional endeavors, Jason is deeply invested in his community, taking on leadership roles at the Kiwanis Club of Lafayette and contributing to The G.A.M.E. Camp as a volunteer.

Jason’s personal life is enriched by his family, with his wife Janine and their two children, Aubrey and Evan. He enjoys watching his daughter pursue her passion in rodeo and his son play the game he loves, which is baseball.

Kevin joined the firm in 2008. He is a graduate of the University of Southwest Louisiana with a Bachelor of Science Degree. He has over 35 years of experience in the investment and insurance industry, specializing in life insurance and retirement planning. Kevin and his wife Kathy reside in Opelousas. Together, they have three grown children who have blessed them with four grandchildren. Kevin enjoys team roping, raising horses and cattle and spending time at his second home in Texas.

Connor joined the firm in October of 2021 as a Financial Advisor. Connor is originally from Natchez Mississippi. Connor attended Chaffey College in Rancho Cucamonga, CA where he played football. He later transferred to Ole Miss attaining a Bachelor’s Degree in Business Administration in May of 2021 with a double major in Finance and Risk Management. Prior to joining Coastal, Connor was a sales assistant with The Firm/Hayden Fiduciary in Oxford, MS. Connor lives in Lafayette, Louisiana and enjoys sporting events, tennis, spending time with friends and family as well as all the social events south Louisiana has to offer.

Lindsey joined Coastal Capital Advisors in 2011 and is currently the firm’s Client Services Manager. She earned a Bachelor of Science degree in Marketing from The University of Louisiana at Lafayette in 2009. Lindsey and her husband Kyle reside in Lafayette, Louisiana with their son Jackson. She enjoys watching sports, exercising, and traveling.

Emily has been with Coastal Capital Advisors since 2018 as a Licensed Sales Assistant. Prior to Coastal, Emily worked in the financial department of IberiaBank for 8 years. Emily maintains her Series 11 license. While attending the University of Louisiana at Lafayette, Emily went to work for a local bank. That experience led the way for her career in the financial services industry, ultimately resulting in her obtaining her securities licenses as a sales assistant. Emily enjoys working with clients and assists advisers to provide the best service possible for our clients. Emily and her husband David, live in Lafayette with their children Sophie and Miles. In her free time, you can find Emily chasing her kids around volleyball courts and baseball fields, running, watching Alabama football and spending time with her friends.

Mary joined our firm in March of 2015 as an Administrative Assistant. Prior to joining Coastal Capital Advisors, she was an Administrative Assistant in the Banking Industry for almost 30 years. At Coastal Capital Advisors, she assists the advisors and clients with all aspects of the business. She is a people person who loves helping clients with any questions or issues they may have. In her spare time, she enjoys spending time with her family and grandchildren, going to the beach, camping and sampling the wonderful food of the Acadiana region.

Stacey joined the firm in 2020 as an Administrative Assistant. Stacey has over 25 years of experience in the office administration field having previously worked in the Oil & Gas Industry. Our advisers and clients appreciate Stacey’s attention to detail and willingness to help. Prior to working in administration, Stacey was a pre-K teacher for 10 years, and she still enjoys spending time with children by babysitting in her free time. Additionally, Stacey enjoys traveling and spending time with family and friends.

Courtney Quebedeaux, an Executive Assistant at Coastal Capital, plays a crucial role in managing the day-to-day operations and client relations. She ensures that clients receive the support they need efficiently.

Her career started as an accounting intern at an oilfield company during her college years. She then held a position as a bank teller, assisted Jason at Spire Investment Partners, and is now assisting her team at Coastal Capital.

Courtney’s educational background includes an Associate degree in business administration with a major in accounting from Louisiana State University at Eunice, and a Bachelor’s degree in business administration with a major in finance from the University of Louisiana at Lafayette.

After moving from Spire, Courtney now continues her work at Coastal Capital, where she has proven her dedication to operations and excellence in client service.