My process is centered on you. It will make you more aware of your own personal finances, your future needs, and how these needs can impact one another!

Our Team

FINANCIAL PLANNER

Morgan (Trey) B. Laffitte III

I am a financial professional who has been deeply inspired by my father who was also a financial advisor for 32 years. I was born and raised here in Tallahassee, FL. I am married to my beautiful wife Ginny, and have 5 wonderful children: Nathaniel, Christian, Luke, Ellie, and Margaret. When I am not busy at work, I enjoy spending time outdoors with my kids. I also spend my free time volunteering as a youth baseball coach and am actively involved in my local church!

OFFICE MANAGER

Beth Kinnon

Beth joined the office in July of 2025 after spending the bulk of her career raising children and in education. She is enjoying connecting with clients as she supports Trey in his goal of helping clients meet their financial goals. She and her husband Aaron have four children, one son-in-law, and at times, a foster child or two. She enjoys reading, camping, being outdoors, and puzzling, and is active in her church.