Unique Wealth

Curtis graduated from the University of Florida with Honors in 1998. He began his career with Northwestern Mutual in 2000, and is the Founder/CEO of Unique Wealth.

Notable Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)
• Chartered Advisor for Senior Living® (CASL®)
• Retirement Income Certified Professional® (RICP®)
• Wealth Management Certified Professional® (WMCP®)
• FL-215 Life, Health & Annuity License
• Series 6, 63 and 7 Investment Licenses

John Mosher has dedicated his entire career to helping families and business owners with their unique financial planning needs. He is highly trained in estate and business planning and specializes in working with high-net worth clients.

He began his association with Northwestern Mutual in 1999 while attending Huntingdon College in Montgomery, AL. After obtaining a BA degree in Chemistry and placing as an All-American in Golf, John Mosher and his wife moved back to their hometown of Clearwater, FL. They have built their lives in this area; are proud of their two children and give back to the community in numerous ways. John serves on the board of Copperhead Charities which donates millions of dollars raised from the annual Valspar PGA tournament at Innisbrook.

Notable Accomplishments

• Member of Estate Strategies Group
• Pinellas County Estate Planning Council
• Member of Physicians Nationwide
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Accredited Estate Planner (AEP®)

Tim graduated Magna Cum Laude with a degree in Finance and a dual minor in Economics and Accounting from Florida Southern College. He was the recipient of the Denis Fontaine Scholarship, awarded to the top Finance student each year. After getting his start in equity research and portfolio management, Tim joined Unique Wealth in 2015. 

Notable Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Retirement Income Certified Professional (RICP®)
• Chartered Financial Consultant (ChFC®)
• FL-215 Life, Health & Annuity License
• Series 7 and 66 Investment Licenses
• Member of the CFP Board

Kerry Harrell is our Operations Associate. Kerry is proud to be a part of the Unique Wealth Team because of the incredible dedication everyone has to serving their clients. She loves the company-wide commitment to providing phenomenal service, and she enjoys working with and supporting the team because she believes strongly in what we do.

Kerry works hard to be responsive and considerate of clients’ wants and needs. Every day is different for Kerry, but she’s always working toward one common goal: keeping our clients on the right path toward their financial goals. Finance has always been an interest of Kerry’s, and she believes the discipline of saving and budgeting is critical to one’s success.

Kerry has a Bachelor of Science from the University of South Florida, and her Florida 2-15 Life, Health and Annuity License. In her spare time, she enjoys volunteering with the Unique Wealth team, spending time with her husband and nephew, painting, attending concerts, kayaking, and cooking.

Jessica graduated from The Master's College in Santa Clarita, CA in 2001. She began her career with Northwestern Mutual in 2003 and joined Unique Wealth in 2011. 

Notable Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)
• Chartered Advisor for Senior Living® (CASL®)
• Retirement Income Certified Professional® (RICP®)
• Wealth Management Certified Professional® (WMCP®)
• FL-215 Life, Health & Annuity License
• Series 6, 63 and 7 Investment Licenses

Jeff Sievers has been working with Curtis Parry, for nearly a decade, and spends his time researching and implementing innovative investment strategies and doing annual reviews with the firm’s clients. Jeff is known for his client-centric approach, a quality that fits in nicely with Unique Wealth’s core values.

Jeff offers world-class service to our clients. He likes to keep a laid-back atmosphere so that they feel comfortable talking about their finances and taking the right steps toward their financial goals.

When Jeff was young, his father put $100 in a savings account for him, and within a year, it grew to $106. It was a small event, but it made a big impact on him and peaked his interest in the financial world. Jeff has earned many financial designations and licenses, including Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC ^®), Chartered Advisor Senior Living (CASL^®), Florida 2-15 Life, Health and Annuity License, and Series 7 and 63 Investment Licenses.

As a transplant who is originally from Iowa, Jeff enjoys spending his spare time running in the Florida sunshine and listening to rock and roll music. He also loves spending time with his wife, Rae, and their dog and cat, Joey and Ruby.

Alex is an Advisor with Unique Wealth. He is passionate about helping clients identify where they are on their financial journey and getting them on the best personalized path to reach their financial goals. He does this by building relationships based on active listening, trust, and competency. Alex strives to provide the highest level of service to the clients of Unique Wealth while guiding them on their path to accomplish their financial ambitions. Alex earned his Bachelors of Science in Finance from the University of South Florida and began his financial services career with USAA. He went on to earn two industry designations, becoming a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Retirement Planning Counselor^SM designee. In addition, Alex holds his Series 63 and 7 investment licenses and his Health, Life, Annuity license. He joined Northwestern Mutual in 2017 holding many different roles before joining Unique Wealth’s team in 2019. Currently, Alex is based out of Fort Lauderdale, Florida, helping families on the east coast of Florida and across the country through virtual channels. Alex and his wife, Nancy, are animal lovers. They have two dogs (Heidi and Penny) and two cats (Hunter and Rose). In their spare time, Alex and Nancy enjoy scuba diving, traveling, cooking and being outdoors.

Prior to joining Unique Wealth Travis spent 10 years with MassMutual in Southwestern CT after graduating from St. Lawrence University in Canton, NY with a dual degree in Mathematics and Economics. Travis is currently pursuing his MBA from Washington State University. Travis joined Unique Wealth in 2018.

Notable Accomplishments"

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)
• Retirement Income Certified Professional® (RICP®)
• FL-215 Life, Health & Annuity License
• Series 66 and 7 Investment Licenses

Kyle graduated from the University of Florida in 2015. After joining Unique Wealth in 2017, he quickly became an integral part of the team culture. Kyle is the newest member of our ELT.

Notable Accomplishments:

• FL-215 Life, Health & Annuity License
• Series 7 Investment License

Erica graduated Summa Cum Laude from Indiana University of Pennsylvania in 2015 with a degree in Economics. She began her career in Wealth Management, specializing in Trust Administration and preparing financial plans for corporate executives.

Originally from Pittsburgh, Erica and her husband moved to Trinity in March of 2020. They are most looking forwarding to exploring new sites, relaxing at the beach, and enjoying the warm weather year round.

Notable Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Series 7 and 66 Investment Registrations 

Anne Hays is an Associate Financial Advisor with Unique Wealth.

She was born, raised, and currently resides in St. Petersburg, Florida.  Anne has a Bachelor of Arts in English with specialization in professional writing from Saint Leo University.  She graduated Magna Cum Laude with honors.  Anne was vice president of the Sigma au Delta International English Honor Society, and she was an editor on The Lions' Pride Newspaper.

Anne currently holds a Florida 2-15 Life, Health, and Variable license along with FINRA'S 6 & 63 securities registrations.  She joined John Byczek’s team in May 2017 and is now a member of Unique Wealth. 

On the weekends, Anne is an active member of the Suncoast Fly Fishers.  This organization promotes outdoorsmanship through conservation, youth education, and Project Healing Waters for local veterans.

Rachel Phillips is our Strategy Manager.  Rachel is proud to be part of the Unique Wealth team because of her military connections and affiliations in the Tampa Bay area.  She loves being part of the cause helping ensure our operations and logistics run smoothly, between our team and clients. 

Rachel has a Bachelor of Science from the University of Maryland University College Global campus, while living in Germany.  She holds her Florida 2-15 Life, Health and Annuity License, along with FINRA 6 & 63. 

In her spare time, she enjoys volunteering with the team, any form of environmental cleanup initiatives, spending time with her active duty husband (Go Army) and two sons, Jackson and Grayson.  Her and her family love to be outside kayaking, fishing, playing sports and traveling up in New England.

• Oversee day to day operations
• Responsible for maintaining an elite level of client service
• Participate in the design and implementation of financial planning strategies
• Fulfill client inquiries
• Service insurance and investment accounts

Jonathan graduated from the University of South Florida in 2018 with a BS in Finance and a concentration in Asset Management. During his time at the university he worked as an Associate Wealth Management Advisor at Northwestern Mutual in St. Petersburg, FL. In that role he found that his true passion lies with helping people achieve their financial goals.

Jonathan also brings a unique background from a previous role with Credit Suisse in the Global Markets division, specifically handling Syndicated Loans. In this role he was responsible for the management of ~$17B in debt and was the point of contact for ~7,000 institutional lenders.

In his spare time, he enjoys reading business books/articles, cooking, exploring local parks, and spending time with his wife and dogs. A few goals he has set are to obtain the CFP designation, become fluent in speaking Spanish, and improve his arts and crafts skills.

Notable Accomplishments:

• Series 7 and 63 Investment Registrations
• FL-215 Life, Health & Annuity License

• Customize and update Financial Planning Analyses
• Review Investment Portfolios
• Analyze household and business cash flow efficiencies
• Customize and prepare insurance and investment proposals
• Prepare in-force illustrations, performance reports, and investment research