Our Team
Joseph "Bo" Billeaud
Founder & Chief Investment Officer
Montgomery Gossen, CFP®
Director of Financial Planning
George W. Holland, IV
Director of Advisor Services
Erin Despot McMenemon, CFA®
Chief Growth Officer
Kaleb Price, CPA
Wealth Advisor
Jonas Lowery, CFP®
Wealth Advisor
Leslie Campora
Portfolio & Client Service Administrator
Lenox Brown, CPA
Director of Operations
Hille Domingue
Chief Compliance Officer
Kaleb Price, CPA
Wealth Advisor