Every family here is served by a full team: more than one person knows your family, more than one person carries the plan, and every decision is made with the whole picture in view.
Who We Are
Founded by veteran advisors, we are a wealth management firm dedicated to providing advice, guidance and solutions to successful individuals and families.
We are a referral-based firm. Our clients have entrusted us with their wealth as well as their reputation, and we are grateful to them. We welcome the opportunity to serve the next generation of successful families.
The Firm We Built
It started with a question from inside our own family. A family member asked about coming to work alongside us, and answering honestly changed everything: the firm we would recommend to our own family was one we would have to build ourselves.
So we built it. We left long careers to start SpirePoint Private Client, and we shaped it into the place we would be glad to send our own kids to, as employees and as clients.
The conviction came from years of serving families with real complexity. We wanted a firm built around advice, with no proprietary funds of our own to promote, so that a conflict common in our industry has no place in how we work.
Done right, this work quietly takes a source of worry out of a family’s life, so their attention can go to the parts of life that actually matter to them.
What We Believe
Five convictions run this firm, and they are the same five we would want applied to our own family.
- The family standard
- Every decision here gets held to one question. Is this how we would want our own family’s money handled? The answer sets how we charge, how decisions get made, and why we work as a team.
- A full team behind every family
- Your plan is carried by advisors, planners, and specialists, each trained differently and each watching their own part of your picture. Together they hold the whole of it. The wealthiest families have long worked this way, and we bring the same structure to every family we serve.
- Everything stays connected
- A portfolio, a tax situation, and an estate plan each built in its own room will eventually pull against each other. That quiet tug of war costs families far more than a bad quarter ever does, so keeping the pieces aimed the same direction is the actual job.
- Proactive, not reactive
- We reach out ahead of decisions and deadlines instead of waiting for a family to notice something and call.
- Referred, not sold to
- We are a referral-based firm. Our clients have entrusted us with their wealth as well as their reputation.
The People
These are the people of SpirePoint Private Client: the advisors, planners, and specialists who build and carry each family's plan. Every name below is part of the team a family gets.
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Trent Leyda
Chief Executive Officer and Managing Partner. His career began in 1995 at a New York City family wealth office and led him to
found The Leyda Group’s private wealth practice.
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Kay Campione, CFP®
Chief Investment Officer and Partner. Before wealth management, she spent 1999 to 2011 as a CIA case officer, serving four
overseas tours.
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Jim Beindorf, CPA
Chief Financial Officer and Partner, whose first career as a CPA was built on tax strategy, business valuation, and forensic
accounting for high-net-worth families and business owners.
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R. Jamie Marceaux, CFP®
Director and an Air Force veteran who earned an Air Force Achievement Medal for heroic lifesaving service before entering
financial services in 1999.
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Robert Scarborough
Senior Vice President and Private Client Advisor, in financial services since 1999, who builds each client’s strategy around
their own goals.
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Susie Zimmerman
Managing Director of Operations, who worked for years as a pharmaceutical chemist before an 18-year career in
financial-services operations and leadership.
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Courtenay Satterwhite
Senior Vice President of Client Experience and Executive Support, a 15-year financial-services veteran focused on the
operations and service that keep high-net-worth families well cared for.
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Kim Orsi
Senior Vice President of Client Relations, with over 40 years in the investment industry across operations, compliance, and
client-relations leadership.
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Heather Tritt
Private Client Associate with nearly two decades in banking and client service, focused on financial operations and
high-touch, personalized care for client families.
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Ally McIlvin
Private Client Associate. Over 13 years in financial services, specializing in operations, audit, and operational support,
with a practical, detail-driven approach.
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Garrett Hudson
Financial Advisor Associate with a background in public accounting and corporate financial planning, bringing an analytical,
numbers-first approach to wealth management.
Recognition
Members of our team were recognized by outside organizations before SpirePoint was founded in October 2023, and the first of those honors belongs to the whole team.
In 2023, Trent Leyda, Kay Campione, Jim Beindorf, Susie Zimmerman, and Heather Tritt were recognized together, as the Leyda Group, on the Forbes Best-In-State Wealth Management Teams list.¹
While at the Leyda Group, Trent was also named individually to Forbes America’s Top Wealth Advisors from 2018 through 2023² and to Barron’s Top 1,200 Financial Advisors: State-by-State from 2019 through 2023.³ Jim Beindorf received the American Institute of CPAs Standing Ovation Award for excellence in forensic and valuation services in 2019. R. Jamie Marceaux was the 2020 Runner-Up for Man of the Year with the Leukemia & Lymphoma Society, Palm Beach County.
Where We Are
We are based in Vero Beach, in Indian River County, Florida, with another office in Palm Beach Gardens. The families we work with are spread across the country.
The family standard is the one we set for ourselves, and it is the same one we would want used on our own family. Hold us to it. If you want to see how it would apply to yours, we can walk you through it.
