Your Team
We’re based in Tampa where our 8-person team includes 6 Certified Financial Planners™ with 30+ industry designations. We’re very proud of this level of expertise we can offer our clients, yet what matters most is the level of care that we give them.
Our People
![](https://uniquewealth.com/wp-content/uploads/2021/01/26-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualCurtis-368x335.jpg)
Curtis H. Parry Jr. CFP®, CLU®, ChFC®, RICP®, WMCP®, CASL®
Founder and CEO
![](https://uniquewealth.com/wp-content/uploads/2021/01/31-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualMosher-368x335.jpg)
John Mosher CFP®, ChFC®, CLU®, AEP®, CEPA®
Partner and Vice President, Business and Estate Strategies
![](https://uniquewealth.com/wp-content/uploads/2021/01/14-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualBartlett-368x335.jpg)
Tim Bartlett CFP®, ChFC®, RICP®
Senior Portfolio Manager
![](https://uniquewealth.com/wp-content/uploads/2021/01/24-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualSievers-368x335.jpg)
Jeff Sievers CFP®, CLU®, ChFC®, CASL®
Senior Private Wealth Advisor
![](https://uniquewealth.com/wp-content/uploads/2021/01/41-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualHolbin-368x335.jpg)
Jessica Thayer CFP®, ChFC®, CLU®, RICP®, WMCP®, CASL®
Senior Private Wealth Planner
![](https://uniquewealth.com/wp-content/uploads/2021/01/16-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualGingras-368x335.jpg)
Travis Gingras CFP®, ChFC®, CLU®, RICP, MBA
Private Wealth Planner
![](https://uniquewealth.com/wp-content/uploads/2021/01/18-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/AG5A8934-Edit-2-368x335.jpg)
Kyle Waterbury
Private Wealth Advisor
![](https://uniquewealth.com/wp-content/uploads/2021/01/21-368x335.jpg)
![](https://uniquewealth.com/wp-content/uploads/2021/01/CasualTalbot-368x335.jpg)