Your Financial Dream Team

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Curtis H. Parry Jr., CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Ph: 813-508-1668

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Jeffrey J. Sievers, CLU®, ChFC®, CASL®

Associate wealth management advisor

Ph: 813-426-1011

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Jessica R. Holbin, CFP®, ChFC®, CASL®, CLU®, RICP®

Director of Financial Planning

Ph: 813-426-1354

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Lantz A. Martin, CFP®, ChFC®

Associate Wealth Management Advisor

Ph: 813-426-1040

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Victoria Velikan

Director of Insurance Services

Ph: 813-426-1024

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Tim Bartlett, CFP®

Portfolio Manager

Ph: 813-426-1031

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