Who We Serve
- Legacy-minded families with significant wealth looking to steward their assets and pass their legacy on to future generations.
- Medical Professionals and Veterinarians throughout the various stages of their careers, business development, and succession planning.
- Entrepreneurs who seek holistic guidance and a team of professionals working together for their benefit.
Front Row: Angie Payne, Kevin Payne and Joshua Payne
Back Row: Jesina King, Laura Hanna, Katherine Chenault, Randy Kidder, and Dominick Bonura
Who We Are
- Passion We act and work with passion for the wellbeing, happiness and financial success of our clients
- Specialized Knowledge We relentlessly develop our expertise as it relates to the needs of our clientele
- Superior Client Service We treat clients as part of our family and provide sincere and reliable teamwork for them
- Communication We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients