Joseph "Bo" Billeaud
Founder & Chief Investment Officer
Montgomery Gossen, CFP®
Member & Chief Operating Officer
Hille Domingue, J.D.
Member & Chief Compliance Officer
George W. Holland, IV
Member & Director of Advisor Services
Erin Despot McMenemon, CFA®
Member & Wealth Advisor
Jonas Lowery, CFP®
Member & Wealth Advisor
Kaleb Price, CFP®, CPA
Wealth Advisor
Lenox Brown, CPA
Director of Operations
Leslie Campora
Director of Client Services