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A parent and a child playing outside and holding hands.

Putting
people first.

Get to know our leadership team

Leadership at the Tampa office is dedicated to doing good for our clients, employees and community.
Get to know our management team.


Kevin O'Connell headshot

Kevin O'Connell

Managing Partner



Anthony Holds headshot

Anthony Holds

CFP, CLTC

Managing Director, Suncoast Office



David Hood headshot

David Hood

CFP, CLU, ChFC, CLTC

Managing Director, St. Petersburg Office



Hollee Ann Kier headshot

Hollee Ann Kier

Managing Director, Clearwater Office



Nicole E. Stokes headshot

Nicole E. Stokes

CLTC, CLU, ChFC, M.A.

Managing Director, New Tampa Office



Kacee Elizabeth Howes headshot

Kacee Elizabeth Howes

CLTC

District Director



Angelina Leonetti headshot

Angelina Leonetti

Chief Marketing Officer



Joy Marie Melton headshot

Joy Marie Melton

CFP

Chief Growth Officer



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