Partners in Execution

We are proactive, hands-on, and built for accountability. Whether coordinating a liquidity event or guiding next-gen planning, our firm leads the way so our clients can move forward with confidence.

Benjamin T. Domingue

CEPA®

Founder | Managing Partner

Shawna S. Prejean Founder | Partner | Director of Operations

Andrew Keller Co-Founder

Patrick Keller Co-Founder

Travis D. Frayard

CFP®, CIMA®, CEPA®, CPM®, CRPS™

Founder | Partner | Director of Investments

Linda Malin

CFP®, CRPS®, CDFA®, CEPA®

Partner | Managing Director | Director of Planning

Tiffanie Ortis Chief Operating Officer

Ashley Cross Blanc Senior Associate | Relationship Manager | Admin Manager

Tricia Barnett Senior Associate | Relationship Manager

Stephanie Burford Head of Business Advancement

Benjamin Robinson Managing Director | Private Wealth Advisory | Director of Insurance Advisory

Michael Bohn Director | Relationship Manager | Wealth Strategist

Riley Guidry Associate, Client Services

Payton Prejean Associate, Client Services

Abby Domingue Intern