Our team is your team. We're not a team that just shares the same office. We truly work together to provide you the answers to improve your financial life.
Travis Sickle is our CERTIFIED FINANCIAL PLANNERTM. He is responsible for our client's portfolio security selection and developing actionable steps to improve your financial life.
James Baskey is our Enrolled Agent and CERTIFIED FINANCIAL PLANNERTM candidate who successfully completed his curriculum and is eligible to sit for the board exam. James has previously worked with other industry professionals and has a strong focus on financial planning for our millennial generation. James also helps small businesses succeed with 401(k) and SIMPLE IRA retirement plans and employee education.
Katie Sickle is our office assistant who helps with compliance and business operations. Katie has worked in the industry as a client support specialist and a manager of a team of support specialists.
Together we can help make your financial life easier to understand and put a plan into action.
Our team also welcomes interns from local universities. We believe it is important to help future financial planners and wealth managers develop a deeper understanding and receive hands-on experience. We are very proud of this internship program and our commitment to growing the financial services industry in a positive direction.
We are also actively involved in the community through the Crohn's & Colitis Foundation of America, Dean Hedstrom Foundation for Melanoma Awareness, Business Networking International, South Tampa Chamber of Commerce, First Tee and many more organizations.