Our Team

Your trusted advisors and strategic thought partners are not only experienced, but they are appropriately licensed and credentialed, many with the following professional designations:

Chartered Financial Analyst® (CFA®) | Certified Financial PlannerTM (CFP®) | Chartered Alternative Investment Analyst® (CAIA®) | Registered Investment Advisor (Series 65) | Certified Public Accountant (CPA) | Juris Doctor (JD)

Miriam (Mamie) Favor,

JD, CFP®

W. Tyson Vanlandingham

Co-Founder & Principal 

Daniel Barfield,

CPA, CFP®

Private Wealth Advisor & Council Member 

Kenneth J. Lemoine

Private Wealth Advisor & Council Member 

Robert B. Green, Jr

CFA

Brad Borden,

MBA, CFP®

Private Wealth Advisor & Council Member

Jean Paul Lagarde

Chief Investment Officer (CIO)

Joey Biggerstaff

Retirement Plan Advisor

Sarah Pais

Chief Compliance Officer

Tamra Gaines,

MBA

Director of Marketing

Chris Finzen

Centralized Service Associate

Robin Hymel

Private Client Associate

Kathy M. Dufrene

Private Client Associate