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.
Sales and Leadership
Greg Parady
CEO/Founder
Kathie Laseter, CPA, CFP®
Vice President
Julie Harkins, MBA
Chief Operating Officer
Kelly Burkhead, CFP®, CAS
Vice President
Jason Albrecht
VP of Operations
Matt Smith
Financial Planner
Jeff Netolicky
Financial Planner
Ross Moody
Financial Planner
Extended Leadership Team
Seth Wright
Business Development & Strategy Manager
Shannon Slattery
Client Service Manager
Jeni Slattery
VP of Organizational Alignment
Jasper Carter
Project Manager
Nic Bollback
Training Manager
Parker Cavanaugh
New Business Manager
Maira Rosas-Lee
Director of Data Reporting and Enablement
Josh Johnson
Parady Wealth Management Manager
Parady Wealth Management
Kelly Burkhead, CFP®, CAS
Keegan
Josh Johnson
Parady Wealth Management Manager
Marit
Lindsey
Amanda
Emily
Ethan
Working within the Parady Financial Group offices, is Parady Wealth Management. It is here that we seek to provide wealth management services that can help you achieve financial security while growing and protecting your wealth. Using a consultative process, our financial professionals listen and learn about each client’s goals, situation and risk tolerance. From there, we tailor a personal financial strategy for the client that uses a range of financial products and services. We believe your wealth should be managed in order to seek growth or avoid losing value, so our process involves revisiting each client’s financial strategy over time, as their lives or situations change.
Tax Solutions Team
Kathie Laseter, CPA, CFP®
Vice President
Brian Young, CPA
MKA
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.
New Business & Servicing Teams
Cole
Drew
Dina
Nolen
Jared
James
Aimee
Adam
Franny
Nick
Zac
Griffin
Jeff
Ysa
Stacey
Meera
Erin
Allison
Gui
Dave
Abbie
Donovan
Will
Alli
Client Experience Team
Melissa
Jill
Louis
Christee
Karen
Alisha
Kiara
Katrina
