Senior Leadership

Our highly qualified management team allows us to professionally manage the business while our Managing Directors focus on providing excellence in client service.

CEO & Managing Director
Jeffrey H. Thomasson, MBA, CFP®
Chief Development Officer & Managing Director
Jarret D. Blum, CWS®
Chief Financial Officer & Chief Administrative Officer
Catherine E. Farley, CPA (Inactive)
Chief Wealth Planning Officer & Family Office Fellow
Terrence M. LaBant, JD
Co-Managing Partner & Chief Investment Officer
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA