Get to know our leadership team

Leadership at the St. Petersburg office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Kacee Howes

Kacee Howes

CLTC®

Managing Director

As the Managing Director of our St. Petersburg office, I specialize in working with a team of experienced advisors to provide financial security to families and businesses in my community. I am passionate about helping my advisors and clients achieve their goals in an environment that is motivating and transparent.
Photo of Director of Development Caroline Motley

Caroline Motley

RICP®, CLF®

Director of Development

Photo of Field Director Trina O'Connell

Trina O'Connell

Field Director

Our team seeks to help you liberate yourself from want and worry, with a proven process to help you accomplish your financial promises. With a focus on building relationships and providing relevant education we strive to deliver tailored financial planning for emerging affluent families and business owners. Inspired by Trina's late sister, Amanda, we also work closely with special needs families.
Photo of Financial Advisor Aleesha Pheasant

Aleesha Pheasant

Financial Advisor

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and wealth preservation to help individuals build a strong financial foundation for their lives.
Photo of Director of Client Experience Meagan McKinnon

Meagan McKinnon

Director of Client Experience

Get to know our advisors and representatives.