Your Team
We’re based in Tampa where our 10 person team includes 7 Certified Financial Planners™ with nearly 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


Curtis H. Parry Jr. CFP®, CLU®, ChFC®, RICP®, WMCP®, CASL®
Founder and CEO


John Mosher CFP®, ChFC®, CLU®, AEP®, CEPA®
Partner and Vice President, Business and Estate Strategies


Tim Bartlett CFP®, ChFC®, RICP®
Senior Portfolio Manager


Jeff Sievers CFP®, CLU®, ChFC®, CASL®
Senior Private Wealth Advisor


Jessica Thayer CFP®, ChFC®, CLU®, RICP®, WMCP®, CASL®
Senior Private Wealth Planner


Travis Gingras CFP®, ChFC®, CLU®, RICP, MBA
Private Wealth Planner


Kyle Waterbury
Private Wealth Advisor


Erica Grundza CFP®
Private Wealth Planner


Jon Novinski
Research Analyst/Trader

