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