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’m a financial professional shaped by the example of my father, who served clients as a financial advisor for 32 years. Born and raised in Tallahassee, I’m grateful to now build my own career in the same community that shaped me.

My wife, Ginny, and I are raising our five children — Nathaniel, Christian, Luke, Ellie, and Margaret — and much of my time outside the office is spent with them outdoors. I also enjoy giving back through coaching youth baseball, serving on my children’s school board of directors as finance chair, and staying actively involved in our local church.

My goal is to bring the same integrity, care, and long‑term perspective to my clients that my father modeled throughout his career.

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.