Our Team

Joseph “Bo” Billeaud

Chief Executive Officer & Founder

George W. Holland, IV

Director of Advisor Services

Hille Domingue

Chief Compliance Officer

Montgomery Gossen, CFP®

Director of Financial Planning

Erin Despot McMenemon

Investment Advisor

Christopher J. Bordes

Operations Manager

Jonas Lowery, CFP®

Investment Advisor/Financial Planner

Madison Berrio

Client Service & Operations