Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors
Multigenerational firm rooted in Central Louisiana moves from LPL to leverage Cetera’s succession planning, marketing, and other growth resources for the firm’s next-gen advisors.
DALLAS – Oct. 23, 2025 – Cetera welcomes wealth management advisors Anne M. Oestriecher, CPA, CFP®, Christopher Daigrepont, and William Whisenant, who together oversee approximately $154 million in assets under administration* at their firm, Oestriecher Financial Management Services (OFMS), in Alexandria, Louisiana. The firm moved from LPL to Cetera seeking a broker-dealer experienced in tax-centric financial planning, and that offers robust marketing and growth resources for advisors, which they found with Cetera’s community of tax-focused financial professionals – Avantax.
Founded in 1999 as an extension of the accounting practice established by Anne Oestriecher’s father, Emile P. “Mr. O” Oestriecher III, CPA, OFMS has become known in Central Louisiana for building trusted, multigenerational client relationships. The firm was affiliated with HD Vest, a predecessor company of Avantax, for 20 years. Anne Oestriecher, who joined her father in the business in 2009 after a 25-year career in public accounting, has helped clients with retirement planning, estate planning, and financial planning that integrates tax considerations at every stage.
The firm decided to move from LPL to Cetera to help ensure its next-gen advisors have the growth support they need as Oestriecher plans to transition firm ownership to its third generation of leadership. She praised Whisenant, her nephew by marriage, and Daigrepont for their fresh perspectives and commitment to the Alexandria community.
“Chris and Will have been deeply involved in the firm for years, and like me, they’re both from Alexandria. They’re involved in our community and are going to be here for the long haul, which is really important to the families and businesses we serve,” Oestriecher said. “As I move into an advisory capacity, Chris and Will are eager to take our firm into its next stage of growth. To do that, I wanted them with a broker-dealer that understands the advantages of tax-centric planning, and one that is geared to support growth like Cetera can with its GrowthLine program – that kind of marketing expertise was huge in our decision to join Cetera.”
Oestriecher said the firm will remain committed to its full-service approach to tax-focused financial planning and wealth management, saying, “We have always embraced a team-focused approach, and that philosophy will remain unchanged as we move into this new generation of ownership. Like our firm, Cetera and Avantax emphasize tax-intelligent financial planning, and this alignment presents exciting new opportunities to deliver top-notch client service and real-world financial planning solutions of exceptional quality.”
Avantax Community Leader Clint Brookshire, a friend of the Oestriecher family since 2003, welcomed the firm saying: “We are deeply honored to welcome Anne, Chris, Will and the entire OFMS team to Avantax. Their legacy of client trust, combined with the energy and expertise of the next generation, is exactly the kind of business we’re built to support. Avantax’s tax-intelligent solutions backed by Cetera’s growth resources will help Chris and Will grow the firm into a family-focused practice that will carry the Oestriecher legacy onward.”
Tax and financial professionals can learn more about Avantax by clicking here: https://www.avantax.com.
About Avantax
Avantax, a unique community within Cetera Wealth Services, LLC, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. For additional information, please visit www.avantax.com.
About Cetera
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.
Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.
As of June 30, 2025, Cetera firms manage more than $590 billion in assets under administration and $263 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.
Learn more at www.cetera.com and follow Cetera on LinkedIn, Instagram, Facebook, YouTube, and X.
Cetera refers to the network of independent retail firms encompassing, among others, those that are members FINRA/SIPC: Cetera Advisors LLC, Cetera Wealth Services, LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC; and a Securities and Exchange Commission registered investment adviser: Cetera Investment Advisers LLC, located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
*Value approximated based on information provided to Cetera for asset holdings as of June 26, 2025.
Media Contacts:
Gregory FCA for Cetera Financial Group
CeteraPR@gregoryfca.com
Tony Katsulos
Director, External Communications
Cetera Financial Group
tony.katsulos@cetera.com