Chase Kenner, CFP®

President | Chief Investment Officer

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Chase began his financial career in St. Louis, Missouri during the Great Recession. Having to quickly learn how to manage client emotions during a devastating financial crisis, provided Chase with a rare perspective at the very start of his career. After finding his passion in helping investors plan for the future, Chase decided to earn the respectable CERTIFIED FINANCIAL PLANNER™ designation. He then became Director of Financial Planning and Head of Research for a $1billion+ wealth management firm. During this time, Chase found his unsuspected passion for succession planning and M&A when his prior firm began growing inorganically through acquisitions. This was a turning point in Chase’s career where he began noticing his fascination with private markets and the entire deal-making landscape. 

Chase decided to act on his passion for private markets and became a sell-side M&A consultant for lower mid-market companies. He continues to help business owners design and execute a sales-process that aligns with the client's post-transaction goals. As a wealth advisor that helps mostly entrepreneurs, Chase spends a lot of time helping clients plan for life beyond their business and implement a strategy that focuses on obtaining or maintaining a lifestyle they've worked so hard for.  

Chase graduated from the University of Louisiana and currently resides in Lafayette with his wife, Megan, and their two children. In his spare time, he enjoys spending time with his family and their crazy dogs on the family farm or fishing on the beautiful Louisiana coast.

 

Scott graduated from Texas Christian University (TCU) in 2005 with a degree in Entrepreneurial Management.  He grew up as a fourth-generation member of a family oilfield service business and joined the company in 2008 after a brief career as a professional poker player.  During his time with the company, Scott primarily focused on operational efficiencies and software development.  The company was acquired by a publicly traded entity in 2009, but the transaction sparked Scott’s interest in the world of M&A.  Scott has served as an Investment Advisor since 2009 and has also participated in numerous startup businesses.

Scott strives to bring creative ideas to historically boring and analytical processes and ultimately work with clients to maximize their potential.  He hopes to utilize his experiences, both the good and the bad, to guide business owners, executives and professionals towards successful and meaningful lifestyles.

Born and raised in New Iberia, LA, Scott currently resides in Lafayette, LA with his wife Amanda and his three boys – Edward, Matthew, and Thomas.  In his spare time, Scott is likely to be on the golf course or surrounded by family and friends.