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, CFP®, CPA
Vice President
Julie Harkins, MBA
Chief Operating Officer
Kelly Burkhead, CFP®, CAS
Vice President
Jason Albrecht
VP of Operations
Jeff Netolicky
Financial Planner
Jeni Slattery
VP of Organizational Alignment
Matt Smith
Financial Planner
Extended Leadership Team
Seth Wright
Business Strategy Manager
Shannon Slattery
Client Services Manager
Jen LaMere
Director of RIA Operations
Jasper Carter
Project Manager
Alisha Helseth
Marketing Director
Parker Cavanaugh
New Business Manager
Maira Rosas-Lee
Director of Data Reporting and Enablement
Stacey Schwichtenberg
Client Data Specialist Manager
Client Services Team
Shannon
Manager
Nick
Cole
Randal
Aimee
Abbie
James
Alli
Jeff
Donovan
Nolen
Dylan
New Business Team
Parker
Manager
Franny
Meera
Emily
Erin
Zac
Hailey
Gui
Adam
Parady Wealth Management Team
Jen
Director
Josh
Marit
Amanda
AJ
Advisor Support Team
Dina
Jared
Client Experience Team
Alisha
Marketing Director
Melissa
Rebecca
Christee
Kiara
Doug
Kim
Louis
Jana
Emma
Client Data Specialist Team
Stacey
Manager
Drew
Will
Ysa
Dave
Allison
Data Innovation Team
Maira
Director
Jasper
Keegan
Julia
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.