Our Team

Joseph "Bo" Billeaud

Joseph "Bo" Billeaud

Founder & Chief Investment Officer

Montgomery Gossen, CFP®

Montgomery Gossen, CFP®

Director of Financial Planning

George W. Holland, IV

George W. Holland, IV

Director of Advisor Services

Jonas Lowery

Jonas Lowery, CFP®

Financial Planner

Leslie Campora

Leslie Campora

Portfolio & Client Service Administrator

Lenox Brown, CPA

Lenox Brown, CPA

Operations Director

Hille Domingue

Hille Domingue

Chief Compliance Officer