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

Greg's Story

Kathie Laseter, CPA, CFP®

Vice President

Julie Harkins, MBA

Chief Operating Officer

Jeni Slattery

VP of Organizational Alignment

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

Jen LaMere

Director of RIA Operations

Jasper Carter

Project Manager

Nic Bollback

Training Manager

Alisha Helseth

Marketing Director

Parker Cavanaugh

New Business Manager

Maira Rosas-Lee

Director of Data Reporting and Enablement

Stacey Schwichtenberg

Data Manager-Client Services

Client Services Team

Kelly Burkhead, CFP®, CAS

Amanda

Josh

Jared

Keegan

AJ

Cole

Marit

Tax Solutions Team

Kathie Laseter, CPA, CFP®

Vice President

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.