Wealth Management
Helping you build, protect, and transfer wealth with personalized guidance for every stage of life and business.
Personal Wealth Management
Whether you're building wealth, preparing for retirement, funding a child's education, or planning your legacy, our advisors provide personalized strategies designed around your goals.
Investment management
Personalized investment strategies designed to help you pursue your long-term financial goals.
Financial planning
Create a personalized roadmap for retirement, major milestones, and everything in between.
Legacy & family planning
Protect your assets and prepare future generations through estate, education, and charitable planning.
Business & Institutional Planning
Planning services to help business owners address succession, liquidity events, and the financial impact of ownership transitions.
Investment management
Personalized portfolio management for organizations and institutions.
Retirment plan services
Help attract and retain employees through employer-sponsored retirement plans.
Business owner planning
Business valuation, exit planning, and tax-efficient wealth strategies.
Insurance solutions
Protect key people, assets, and long-term organizational stability.
Financial planning
Personalized financial guidance for executives and business owners.
Wealth Management Team
Keith Laterrade, CFP®
Financial Advisor
Troy Richards, AAMS
Financial Advisor
Patrick Talamo
Financial Advisor
Rob Parker
Financial Advisor
David Pullen
Financial Advisor
Zach Gorres, CFP®
Financial Advisor
Scott Sloan
Financial Advisor
Alfredo J. Martinez
Financial Advisor
Ryann Gallois
Financial Advisor
Nico Salas
Wealth Solutions Advisor
Walker Forsyth
Wealth Management Associate
Brennan Dornan
Client Services Associate
Kim Lonergan
Director of Operations
Kim Lentz
Director of Operations
Brent Gremillion
Compliance Manager
Jason King, CFP®
Wealth Management Director