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OUR TEAM

Our Team Approach

When you choose to work with Bellingrath, you get more than just an advisor working on your behalf, you get a team grounded in each client’s unique situation and needs.  Our team structure enables an intimate, client-focused approach.  Clients should expect to interact with a Senior Wealth Manager who is the head of the relationship, and other team members depending on the specifics of their situation.  The focus of our team members allows you access to the experience you need when you need it.  The success of our practice is shown in the confidence that our clients place in us year after year.

Rory C. Roniger, CLU, ChFC - Founding Principal

For over 30 years, Mr. Roniger has been a distinguished leader in wealth management in the metropolitan New Orleans area. A graduate of Louisiana State University, Mr. Roniger also holds the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Mr. Roniger’s professional affiliations have included the International Association of Financial Planners, the New Orleans Estate Planning Council, and the National Association of Insurance & Financial Advisors.

Mr. Roniger is married with one adult child and enjoys playing tennis and boating on the beautiful cypress-lined waters of the Tchefuncte River near his home in Madisonville, LA.

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H. Jude Boudreaux, CFP - Director of Financial Planning

 

Mr. Boudreaux is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He holds a Bachelor of Business Administration in finance from Loyola University New Orleans and is currently pursuing a Master of Science in Financial Services from the American College in Bryn Mawr, PA.  He is a member of the Financial Planning Association (FPA), the FPA New Orleans Board of Directors and is the 2009 National President of the FPA NexGen Community, a consortium of young financial planners designed to advance the future of the financial planning industry.

 

Mr. Boudreaux has served as an informational source and appeared in several publications including the Journal of Financial Planning, InvestmentNews, and Financial Planning Magazine.  He is active in civic life, currently serving on the Loyola University Alumni Board, The Loyola University Business Alumni Board, and as Project Leader for the Young Leadership Council’s A Streetcar Named Inspire public art project.  He is a graduate of the Committee for a Better New Orleans/Metropolitan Area Commission 2007 Metropolitan Leadership Forum, and was recognized as the 2008 Young Alumnus of the Year by Loyola University New Orleans’ College of Business.

 

Mr. Boudreaux and his wife, Karen, enjoy spending time with family locally and in Chicago, as well as traveling.  They reside in the Garden District in New Orleans, LA.

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Natalie Marse Dupre - Employee Benefits Manager

A graduate of the Insurance Institute of the South in 1975, Mrs. Dupre is responsible for client account management, marketing, sales and service for individual and employer-sponsored insurance plans, such as medical, dental, disability and long-term care insurance.

Mrs. Dupre is a member of both the National and the New Orleans Association of Health Underwriters.

Mrs. Dupre enjoys spending time with her family, as well as cooking, fishing, and sewing.

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Elise RichardsonElise Richardson - Administrative Associate

Miss Richardson obtained her Accident, Life and Health insurance license in July of 2007. Before joining the Bellingrath team, she attended the Newcomb College of Tulane University, where she received her Bachelors of Arts in December of 2006. She is a member of the Young Leadership Council, through which she participated in the Leadership Development Series in 2007.

Miss Richardson was born and raised in Chapel Hill, North Carolina. She enjoys spending time with friends and traveling to North Carolina to visit her family. She resides in the Broadmoor Neighborhood in New Orleans.

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LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

Supervisory Office: 1100 Poydras Street, New Orleans, LA 70163. LPL Financial and Bellingrath Wealth Management are not affiliated.

Representatives of LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (LA, MN, SC, TX, KS)

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