Press Release

Recognized as a Forbes Best in State Wealth Management Team

Awarded Jan 2025 based on data from 3/31/2023 to 3/31/2024 by SHOOK research

Your Team

David M. Labourdette, AIF^®

Managing Director – Senior Wealth Advisor
Brad Manchester

Partner – Senior Wealth Advisor
David J. Labourdette, RIPC^® CRPC^®

Partner – Wealth Advisor
Kevin Labourdette, CFP^®

Partner – Wealth Advisor
Claire Coombs

Wealth Advisor
Stephanie Derzanovich

Senior Client Relationship Manager
Rachel Whittaker

Client Relationship Manager
&Partners

Our Broker-Dealer Leadership

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