Cetera Expands Its Tax-Focused Advisor Community Welcoming Oestriecher Financial Management Firm

Cetera Welcomes Oestriecher Financial Management into its Tax-Focused Network

In an exciting move for the financial services industry, Cetera has officially welcomed wealth management advisors Anne M. Oestriecher, CPA, CFP®, Christopher Daigrepont, and William Whisenant from Oestriecher Financial Management Services (OFMS) into its Avantax community. This firm, located in Alexandria, Louisiana, brings approximately $154 million in assets under administration, significantly bolstering Cetera’s network of tax-focused advisors.

Background of Oestriecher Financial Management

Founded in 1999, OFMS evolved from the accounting practice started by Anne Oestriecher's father, Emile P. Oestriecher III. With a strong reputation built over two decades, the firm specializes in fostering multigenerational client relationships, emphasizing trust and continuity in financial management. After two decades with HD Vest, a predecessor of Avantax, the firm sought out a new partnership with Cetera. They were drawn to Cetera's focus on providing robust marketing and growth resources tailored for advisors who prioritize tax-centric financial planning.

Anne Oestriecher, who joined the firm in 2009 after an extensive 25-year career in public accounting, has played a pivotal role in helping clients navigate retirement, estate, and financial planning—all while integrating tax considerations into every phase of their lives. As she transitions into an advisory role, she ensures continuity through her dedicated team, which includes her nephew by marriage, William Whisenant, and Christopher Daigrepont, both of whom have deep community ties and a commitment to advancing the firm’s legacy.

A Strategic Move to Enhance Growth

The decision to make the move from LPL to Cetera was primarily driven by the need to support OFMS's next-generation advisors as they prepare for a leadership transition in the firm. Oestriecher recognizes the importance of having a broker-dealer that’s well-versed in tax-centric planning and equipped to provide growth support, which she believes Cetera effortlessly delivers through its distinct GrowthLine program. This robust marketing capability was a defining factor in their choice to join Cetera.

“We have always embraced a team-focused approach, and that philosophy will remain unchanged as we move into this new generation of ownership,” said Oestriecher. This shift not only serves their existing clients but also opens opportunities to deliver high-quality, tax-intelligent financial planning solutions through the resources available at Cetera and Avantax.

Clint Brookshire, a Community Leader at Avantax and a family friend of the Oestriecher team since 2003, expressed enthusiasm about the integration. “We are deeply honored to welcome Anne, Chris, Will and the entire OFMS team to Avantax,” he stated. “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.” Aventax’s tax-intelligent solutions, backed by Cetera’s growth resources, position Chris and Will to evolve the firm into a client-focused practice that honors the Oestriecher legacy.

Looking Ahead

As Oestriecher transitions to a role focused on advisory services, the firm continues to advocate for a full-service approach to tax-focused financial planning and wealth management. This integration with Cetera and Avantax aims to enhance client service delivery while ensuring that clients receive exceptional financial planning tailored to their unique needs.

The legacy and commitment of the Oestriecher family, integrated with Cetera's advanced capabilities, sets the stage for a promising future in financial services for both the firm and its valued clientele. For those interested in learning more about Avantax and its offerings, further details can be accessed through their website.

In this ever-evolving financial landscape, the partnership between OFMS and Cetera illustrates the importance of adaptability, community ties, and the commitment to client-driven solutions—a principle that will undoubtedly carry the Oestriecher Family's business forward for generations to come.