Our Team
Our company is built on client satisfaction, endorsements, and referrals. We choose to work with retirees who prefer instruments that seek to provide steady, predictable results.
Leadership
Greg Parady
CEO/Founder
Julie Harkins, MBA
President
Tasha Schulze
Chief Operating Officer
Extended Leadership
Kevin Welch
Director of Client Experience
Seth Wright
Director of Financial Planning
Jen LaMere
Director of RIA
Alisha Helseth
Director of Marketing & Events
Maira Rosas-Lee
Director of Data and Technology
Kelly Burkhead, CFP®, CAS
Vice President
Kathie Laseter, CFP®, CPA
Vice President
Jason Albrecht
VP of Operations
Jeni Slattery
VP of Organizational Alignment
Concierge Team
(352) 751-3016
Rebecca
Kiara
Kim
Financial Planning Team
Matt
Drew
Shannon
Will
Dina
Allison
Jared
Emily
Client Experience Team
(352) 571-1611
(352) 461-1297
Randal
Alli
Adam
James
Donovan
Erin
Cole
Dylan
Hailey
Aimee
Zac
Rachael
Nolen
Franny
Nick
Gui
Parady Wealth Management Team
(352) 674-3911
Josh
Marit
Amanda
Meera
Emily
Trent
Marketing & Events Team
(352) 750-4029
Melissa
Emma
Louis
Doug
Christee
Data & Technology Team
Jasper
Keegan
Stacey
Julia
Nick
Tax Solutions
We are thrilled to announce that Parady Financial is teaming up with Moss, Krusick & Associates (MKA) Advisory, LLC as our new tax solutions partner. MKA is a leading tax partner in Florida that employs over 135+ professional personnel including 39 CPAs in three different locations. For over 35 years, MKA has been helping businesses and individuals navigate their finances. We will have staff on site at the Colony location and resources available during the work week. This collaboration marks an exciting step forward in our ongoing commitment to providing exceptional support and resources to our clients.