ThirtyNorth Investments, LLC

Nicholas Trappey is a CFP® with 17 years of experience in the financial industry. He is currently with ThirtyNorth Investments, LLC and previously worked at Pelican Wealth Management and Summit Financial Wealth Advisors. Outside of his advisory role, he manages a non-investment-related business, Trappey Land Holdings, LLC. ThirtyNorth Investments serves individual and high-net-worth clients, retirement accounts, trusts, estates, non-profits, qualified retirement plans, and institutions. The firm employs a strategic, committee-driven global asset allocation approach and offers services including portfolio management, retirement-plan consulting, and a family office coordination service.

Moylan Gomila is a financial advisor at ThirtyNorth Investments, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with ThirtyNorth since 2010. Outside of his advisory role, he is a member of GF Group, LLC, a holding company with investments in real estate and a private equity fund. ThirtyNorth Investments serves individual and high-net-worth clients, including IRAs, trusts, estates, and qualified retirement plans. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and offers specialized strategies such as a Women Impact Strategy to address gender representation.

Sarah Bomhoff is a CFA® charterholder with six years of industry experience. She has worked at ThirtyNorth Investments, LLC since 2019 and previously spent six years at Scout Investments. ThirtyNorth Investments serves individual and high-net-worth clients with services including portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm uses a committee-driven investment process focused on strategic, global asset allocation and offers specialized strategies such as the Women Impact Strategy, which targets gender representation benchmarks.

Kenneth Milvid is a financial advisor at ThirtyNorth Investments, LLC with one year of industry experience. He holds the Series 65 designation and has worked at ThirtyNorth since 2022. Prior to this, he has been the owner and principal of NOLA Veteran Ventures, LLC dba Capstone Professional Resources since 2018, a business providing facilities support and wholesaling services for federal government agencies. ThirtyNorth Investments serves individual and high-net-worth clients, offering discretionary and limited non-discretionary portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes where appropriate.

Suzanne Mestayer is a Series 65-licensed advisor at ThirtyNorth Investments, LLC with 16 years of industry experience. She has worked at ThirtyNorth Investments since 2010 and has been with Advisean Partners, LLC since 2008. She serves on the board of Pan American Life Insurance Group, a mutual insurance company distributing life and health insurance across the Americas. ThirtyNorth Investments serves individual and high-net-worth clients, retirement accounts, trusts, estates, non-profits, and institutional clients, offering services including portfolio management, retirement-plan consulting, and a coordinated family office offering called Alignment. The firm employs a strategic, committee-driven global asset allocation approach implemented primarily with mutual funds, ETFs, individual stocks, cash equivalents, and structured notes.