Cosource Financial Group Employee Directory

Cosource Financial Group corporate office is located in PO Box 51305, Lafayette, Louisiana, 70505, United States and has 1-10 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Key Employees of Cosource Financial Group

DS
Dana Scurria
Client Relationship Manager
PhoneEmail
PhoneEmail
PhoneEmail
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Cosource Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Cosource Financial Group

Hundreds of professionals searching for Cosource Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BB
Beau Beaullieu
Email Direct
Managing Partner, Financial Advisor
United States , Louisiana , Lafayette

HA
Heather Adams
Email Direct
Client Relations Coordinator
United States , Louisiana , Lafayette

JD
Jason Dickerson
Email Direct
Representative
United States , Louisiana , Lafayette

DB
David Briley
Email Direct
Financial Planner & Retirement Plan Specialist
United States , Louisiana , Lafayette

CB
Chase Buteaux
Email Direct
Financial Advisor
United States , Louisiana , Lafayette

JG
Jennifer Gagnard
Email Direct
Client Relations Coordinator
United States , Louisiana , Lafayette

DS
Dana Scurria
Email Direct
Client Relationship Manager
United States , Louisiana , Lafayette

Former Employees at Cosource Financial Group

Explore people who held key positions, contributed to Cosource Financial Group's success, and advanced their careers.

TL
Thomas Legendre
Financial Coach at Empower
Worked as Retirement Plan Advisor
at Cosource Financial Group (2021-2024)
Email Direct
KD
Katie DuBois
Plan Termination Consu... at Ascensus
Worked as Client Relationship Manager
at Cosource Financial Group (2014-2021)
Email Direct
CM
Christina Marceaux
Client Experience Proj... at BASK Pools + Outdoors
Worked as Client Relations Coordinator
at Cosource Financial Group (2023-2026)
Email Direct

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Frequently Asked Questions Regarding Cosource Financial Group Employees

How many employees does Cosource Financial Group have?

Cosource Financial Group has 1-10 employees

Who are Cosource Financial Group key employees?

Some of Cosource Financial Group key employees are Dana Scurria

Where is Cosource Financial Group located?

Cosource Financial Group’s headquarters are located at PO Box 51305, Lafayette, Louisiana, 70505, United States

How do I contact Cosource Financial Group?

Cosource Financial Group Contact Info: Phone number: (337) 606-9860 Website: www.cosourcefinancial.com

What does Cosource Financial Group do?

CoSource Financial Group specializes in providing 401(k) services, fiduciary services, executive benefits, and financial wellness solutions for the workplace. The company is dedicated to working directly with plan sponsors, administrators, business owners, and human resource managers. With a proven history and extensive resources, CoSource aims to... Read More

Is Cosource Financial Group a public company?

Cosource Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Cosource Financial Group Employees