13777 Ballantyne Corp Pl.,
Everyone has goals for their Family, Finances, Dreams, Community, and Legacy. It is our pleasure to help you begin to chart a course to move towards these goals.
Strategic Planning Group is here to serve as your guide to the future you want.
Tomas H. Parks, Ph.D., CLU, ChFC
Managing Partner and Special Needs Planner
Dr. Tomas "Thor" Parks, DBA
Senior Partner & Director of Talent Development
Kevin P. Taylor, LUTCF
Senior Partner & Director of Agency Development
Director of Development
Senior Partner & Director of LEAP Training
Director of Operations - Charlotte
Director of Operations - Atlanta
Sr. Field Associate
Insurance Sales Specialist
Regional Marketing Manager
Jon-Christian Keever, CIC
Ray Godleski, MBA
Senior Partner & Director of Advanced Design
Associate Partner & Financial Professional
Senior Partner & Financial Professional
Financial Planner & Wealth Management Advisor
Emerald Financial Group was created to help anyone who wanted our help to puruing long term financial goals. Our team has combined experience of over 30 years in the industry. Though we specialize in financial planning strategies, we have always understood that building and protecting wealth takes a concentrated effort.
Client Care Specialist
Whether coordinating with their team or a team of professionals, Vector 27 seeks to create strategies that are designed to help ensure their client's present and future well-being.
Vice President of Strategic Development
Financial Professional and Brokerage Consultant
Our clients partner with us to pursue their ideal financial position. We strive to educate how to grow and protect wealth during the accumulating years as well as enjoyed for retirement and legacies
Medicus Wealth Consultants provide financial strategies to a diverse group of medical professionals and practices. Our clients include physicians, nurse practitioners, physicians assistants, registered nurses, pharmacists, executive administrators, as well as their families and employees.
Director of Administration
At New Day Financial Advisors, we have been providing comprehensive financial planning and guidance to generations of St. Petersburg families. We believe each day offers the opportunity to make a difference. Few things remain certain, yet one constant in our firm's priorities will never change: Our commitment to put our clients' interests first. This is at the center of our practice. Most important, we listen to your concerns, aspirations, and financial dreams. You are unique and we understand that. We take the view that working in concert, we can make an achievable plan to realize the life you desire. Listening, planning, educating, guiding, and adjusting to the changes in your financial landscape are what we do. We make sure that you stay on top of your financial goals so that you pursue them. At New Day Financial Advisors, we believe that a holistic plan with regular attention to your financial strategy is key. As an independent firm, we are objective in crafting a strategic approach. This is a core value of how we serve our clients. Our process is guided by finding the right products, services, and risk strategies to achieve your desired outcomes.
Vice President of Insurance Services
Reach out to us, and we can prepare a strategy for you.