Putting
people first.
Get to know our leadership team
Leadership at the St. Petersburg office is dedicated to doing good for our clients, employees and community.
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 trans...
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.
Caroline Motley
RICP®
Director of Operations
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...
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.
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 people build a strong financial foundation for their lives.
Meagan McKinnon
Director of Client Experience
Kaylee Cobb
Director of Selection