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 Financial Officer & Chief Administrative Officer
Catherine E. Farley, CPA (Inactive)
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Chief Wealth Planning Officer & Family Office Fellow
Terrence M. LaBant, JD
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Co-Managing Partner & Chief Investment Officer
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
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