Meet The Team

We employ a team approach to ensure our clients get the best and most consistent service possible. Each client works with a financial advisor and client service associate, while the core investment strategy is set by Janet Briaud. Furthermore, all clients benefit from our friendly and capable office managers.

Investment and Financial Planning Team Thoughtful planning requires great collaboration and creative thinking. Our financial advisors work closely together to come up with the best solutions for all clients. Janet Briaud, CFP® Natalie Briaud Pine, CFP® Roger Pine, CFA, CFP® Peggy Sherman, CFP®

Janet Briaud, CFP® President / Chief Investment Officer Natalie Briaud Pine, CFP® Financial Advisor Roger Pine, CFA, CFP® Financial Advisor Peggy Sherman, CFP® Financial Advisor

Terry Sheeley, CFP® Client Service Associate John Bohnsack Client Service Associate Patrick McGinty Client Service Associate Bret Mulvaney Client Service Associate

Client Service Team Great planning requires great execution. Our client service team has the knowledge to support our advisors as they develop recommendations, and the expertise to handle client requests efficiently. Terry Sheeley, CFP® John Bohnsack Patrick McGinty Bret Mulvaney