Who We Are
Investment Advisor Representatives
Robert J. Morella, CPA, PFS
Robert is an Investment Advisor Representative and managing partner of Apex Capital Management, LLC. He is a Certified Public Accountant (CPA) and partner in the accounting firm, Arsement, Redd & Morella, LLC. In 1980 he graduated from the University of Southwestern Louisiana with a BS degree in Business Administration with a major in accounting. Robert is licensed as a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants (AICPA) and is Series 66 registered.
Robert is a member of the tax and personal financial planning division of the AICPA and a member of the National Association of Personal Financial Advisors.
When not working, he enjoys spending time at his recreational property managing wildlife and relaxing, enjoying time with his children and grandchildren, tennis, and biking.
Jo Ellen Kearny, CPA, PFS
Jo Ellen has been a CPA for over 40 years mostly in the tax planning and preparation area. She graduated LSA in 1971 with a BS degree. In 1996, earned the AICPA designation of Personal Financial Specialist (PFS) demonstrating expertise in all aspects of wealth management, and is series 66 licensed. In 1999, she expanded her CPA practice to include investment advisory, financial planning, and insurance under the company name of Kearny Financial Planning Services, Inc. She is currently a practicing CPA with Daigrepont & Brian, APAC in Baton Rouge.
Jo Ellen has served the Baton Rouge community as President and Treasurer of Baton Rouge Crisis Intervention Center, Treasurer and Board member of the City Club of Baton Rouge, President and Treasurer of the Arts Council of Greater Baton Rouge, Chair of the Board of Directors of St. Joseph’s Academy and of the SJA Foundation. She is a graduate of the Leadership Greater Baton Rouge class of 1991. In 2012, she was selected by the Greater Baton Rouge Business Report as one of the 2012 Influential Women in Business.
When not working, she enjoys traveling having visited more than 55 countries. Saltwater fishing and her dachshunds are some of her favorite things to do.
Charles J. Duchamp, CPA
Chuck, a series 65 Investment Advisor Representative with Apex Capital Management, LLC., graduated from the University of Southwestern Louisiana (now referred to as University of Louisiana at Lafayette) in 1981 with a Bachelor of Science in Business Administration. He is a Certified Public Accountant and President of Charles J. Duchamp, Ltd. (A Professional Accounting Corporation), which he founded in 1981.
Administrative
Tammy Duhon
A Wyoming native, Tammy relocated to Louisiana in 2008, she joined Apex Capital Management, LLC that year. She's worked 24 years in the financial services industry. In her role as the Office Administrator, Tammy handles daily administrative practices, operations, compliance, and support of the investment advisors.
Tammy enjoys spending time with her two daughters, traveling, playing in the great outdoors, woodworking, reading, cooking, and new experiences. .
Julie Luke Brown
Julie has worked in the financial industry since 1995 and with Kearny Financial Services since 2004. Julie handles all aspects of opening client investment accounts as well as maintaining transfers, withdrawals, and investment changes within the accounts.
A graduate of LSU, she was a business education teacher early in her career.
She enjoys visiting and traveling with her two children and 4 grandchildren.
Principals/Tax Advisory Board
The following are principals of Apex Capital Management, although they offer tax Advisory Services, they are not registered as Investment Advisor Representatives and do not provide investment advice.
Christopher C. Arsement, CPA, CMA, CVA
Chris is a partner of Apex Capital Management, LLC. He is a Certified Public Accountant (CPA) and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC. Chris is a 1980 graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in accounting. Chris has earned the designations of Certified Management Accountant (CMA) and Certified Valuation Analyst (CVA).
John R. Redd, III, CPA
John is a partner of Apex Capital Management, LLC. He is a Certified Public Accountant (CPA) and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC. John is a 1978 graduate of the University of New Orleans with a Bachelor of Science degree in accounting.
Stephen J. Arsement, CPA
Stephen is a partner of Apex Capital Management, LLC. He is a Certified Public Accountant (CPA) and serves as a partner in the accounting firm of Arsement, Redd 7 Morella, LLC. Stephen is a 1988 graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in accounting.
Kimberly B. Gardner, CPA, CVA
Kim is a partner of Apex Capital Management, L.L.C. She is a Certified Public Accountant (CPA) and serves as a partner in the accounting firm of Arsement, Redd & Morella, L.L.C. Kim is a 1989 graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in accounting. Kim has earned the designation of Certified Valuation Analyst (CVA).
Eric J. Benoit, CPA
Eric is a 1999 graduate of the University of Louisiana at Lafayette and holds a Bachelor of Science degree in Business Administration with a major in accounting. He is a partner of both Apex Capital management, L.L.C. and the accounting firm of Arsement, Redd and Morella, L.L.C. Eric is a member of the Louisiana State Society of CPAs and the American Institute of Certified Public Accountants.