Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kenneth St. Pierre

Financial Advisor

I have spent more than 21 years in the financial services industry. I focus on working with families and business owners with investable assets over one million dollars. I live with my family in West Palm Beach. My wife, Tina, and I have been together for over 24 years. I enjoy spending as much time as I can with our son, Kyle - swimming, running, playing tennis, basketball, baseball, and football.

Registered States:
  • CA
  • DE
  • FL
  • IL
  • MA
  • NC
  • OK
  • TN
  • VA
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Lisa Holland

Senior Client Associate

I have over 15 years of experience in the financial services industry and have lived in Palm Beach County for over 18 years.   I'm incredibly proud of my four children, Stephen, Whitney, Alex and Meghan as well as my grandson Seth.

I enjoy running events.   I've complete one full marathon and many half marathons.   I love to travel, scuba dive and work on my new golf game.

I take great pride in my concierge style client service.

Registered States:
  • DE
  • FL
  • GA
  • IL
  • MD
  • NJ
  • NY
  • OK
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me