We built a firm we'd put our own families in. In an industry that claims transparency, we knew we could do better.
Trent Leyda
Chief Executive Officer
Managing Partner
Kay Campione, CFP®
Chief Investment Officer
Partner
Jim Beindorf, CPA
Chief Financial Officer
Partner
R. Jamie Marceaux, CFP®
Director
Robert Scarborough
Senior Vice President
Private Client Advisor
Susie Zimmerman
Managing Director of Operations
Courtenay Satterwhite
Senior Vice President of Client Experience and Executive Support
Kim Orsi
Senior Vice President of Client Relations
Heather Tritt
Private Client Associate
Kathy Arizpe
Private Client Associate
Garrett Hudson
Financial Advisor Associate