Putting
people first.
Get to know our leadership team
Leadership at the New Tampa office is dedicated to doing good for our clients, employees and community.
"What I do best, through caring, is to help individuals, families and business owners craft a financial plan that aligns with their values and goals. I am known for my energetic and supportive approach to helping my client's financial dreams come true."
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 efficiency and wealth preservation to help people build a strong financial foundation for their lives.
I am a Financial Advisor dedicated to helping families and businesses plan for their financial security. I am a 24 year veteran of the United States Army and a graduate of the United States Military Academy at West Point. I have spent my life in service to my nation and those that served beside me. My passion...
I am a Financial Advisor dedicated to helping families and businesses plan for their financial security. I am a 24 year veteran of the United States Army and a graduate of the United States Military Academy at West Point. I have spent my life in service to my nation and those that served beside me. My passion for financial planning stems from that same sense of duty to serve.
Trisha Valentine
Director of Selection
Paige Baird
Director of Selection