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Team

Our Team

Experienced Financial Consultants Who Care

As financial professionals, we bring years of experience and high standards of customer care to every meeting we have with our clients. It's our mission to be your trusted partner as we work together, and we can only achieve that by providing sound financial advice, being available when you need us to be, and following through on every detail.

Get to know us better by taking a look at our team profiles.

 

  • Margaret Benjamin

    Managing Partner

  • Stefanie S. Childs

    Director of Advisor Operations

  • Shelley H. Moncrief

    Financial Consultant

  • Jarrod Lege

    Financial Consultant

Margaret Benjamin, Managing Partner

(985) 778-2800
Margie@siainvestments.com
SIA Investment Services
#2 Sanctuary Blvd, Suite 100
Mandeville, LA 70471

"Margie" Benjamin is one of the founding members and the Managing Partner of SIA Investment Services. Margie has been in the Financial Services Industry since 1997. She is Series 7 registered and also holds Series 63 and Series 66 registrations through LPL Financial. Margie is licensed to sell life, accident, and health insurance.

She holds a BA from Spring Hill College in Mobile, Ala. She is originally from Chicago and resides in New Orleans with her husband and son.

 

Have a financial question for Margie and like to arrange a meeting? Contact her for a free consultation.

Contact Her

Stefanie S. Childs, Director of Advisor Operations

(985) 778-2802
Stefanie@siainvestments.com
SIA Investment Services
#2 Sanctuary Boulevard
Suite 100
Mandeville, LA 70471

Stefanie Childs is the Director of Advisor Operations at SIA Investment Services. Stefanie has been in the Financial Services Industry since 2006. She is Series 7 registered and holds the Series 63 and Series 66 through LPL Financial. She is also licensed to sell life, accident, and health insurance. Stefanie holds a BA from Louisiana State University. Stefanie is a native of Metairie, La. She currently resides in Madisonville with her husband and daughter.

 

Have a financial planning question for Stefanie? Contact her for a free consultation.

Contact Her

Shelley H. Moncrief, Financial Consultant

(337) 456-3262
SMoncrief@siainvestments.com
SIA Investment Services
3909 Ambassador Caffery Parkway
Suite G-1
Lafayette, LA 70503

Shelley Moncrief is a financial consultant at SIA Investment Services. Shelley has been in the Financial Services Industry since 1988. She is Series 7 registered and holds the Series 63 through LPL Financial. She is also a CERTIFIED FINANCIAL PLANNERTM  professional and is licensed to sell life, accident, and health insurance.

Shelley holds a BA from University of Louisiana at Lafayette. She is a native of New Orleans, and currently resides in Lafayette.

 

Have a financial planning question for Shelley? Contact her for a free consultation.

Contact Her

Jarrod Lege, Financial Consultant

(337) 456-5586
JLege@siainvestments.com
SIA Investment Services
3909 Ambassador Caffery Parkway
Suite G-1
Lafayette, LA 70503

Jarrod Lege is a financial consultant at SIA Investment Services. Jarrod has been in the Financial Services Industry since 2003. He is Series 7 registered and holds the Series 63 and Series 65 through LPL Financial. Jarrod is also licensed to sell life, accident, and health insurance.

Jarrod holds a BA from University of Louisiana at Lafayette. He is a native of Lafayette and currently resides there with his wife and their three children.

 

Have a financial planning question for Jarrod? Contact him for a free consultation.

Contact him

Brittney Montgomery is an administrative assistant at SIA Investment Services. She joined the team in August of 2015. Brittney is a graduate of South Louisiana Community College. She is a native of Conroe, Tx, and currently resides in Lafayette.

 

 

Setting a New Standard in Wealth Management
P: (985)778-2800 | F: 985.778.2806

 

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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