Your Financial Dream Team

Team photo 2016

 

Our Team

Curtis H. Parry Jr. , CFP®, CLU®, ChFC®, CASL®, RICP®

Founder & CEO

Office 813-426-1022


curtis.parry@nm.com

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Tim Bartlett , CFP®, ChFC®

Portfolio Manager

Office 813-426-1031


tim.bartlett@nm.com

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Kerry Harrell

Operations Associate

Office 813-426-1335


kerry.harrell@nm.com

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Jessica Holbin , CFP®, ChFC®, CASL®, CLU®, RICP®

Director of Financial Planning

Office 813-426-1354


jessica.holbin@nm.com

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Lantz A Martin , CFP®, ChFC®

Advisor

Office 813-426-1040


lantz.martin@nm.com

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Jeffrey J Sievers , CLU®, ChFC®, CASL®

Advisor

Office 813-426-1011


jeff.sievers@nm.com

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Kyle D Waterbury

Associate Financial Representative

Office 727-823-3187


kyle.waterbury@nm.com

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