Michael Williams

Mike is a Managing Director, starting his career in financial services for clients back in 1982. He works to build a solid foundation for clients, based on logic and patience in their wealth-building plans, with a focus on capital preservation. Mike is a frequent contributor for national news broadcasts, including Fox Business News, CNBC and Bloomberg. Mike was previously a partner at Tocqueville Asset Management.  During his time there, he had the opportunity to serve clients globally alongside a team of well-respected wealth managers and partners. His combined research efforts and many years of experience – through a number of economic cycles – allow him to share strong insights with clients across many channels of the investing landscape.

Married to his lovely wife Phanit for 19 years, they love spending time with their son as he grows.

Gregory Pacitti

Gregg Pacitti is a Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ designation. Gregg has been advising high net-worth Family Offices and individual investors for over 17 years. His extensive background and experience with financial markets enables him to provide thoughtful leadership and guidance our clients. He has a real passion for reading books on business, entrepreneurship, and personal development which he credits as a big part to his success. Married to his beautiful wife Anna for 18 years, they have 3 teenage children including twin boys. He and his family have called Lakewood Ranch their home since 2001 and absolutely love the community.

Check the investment background of this professional at https://brokercheck.finra.org

Kaleb McCarty

Kaleb is a Managing Director and has been a licensed professional in the insurance and financial services industry for over 18 years. He graduated from the University of Florida with a degree in Finance. During his successful career, he has built a strong network of relationships throughout the industry. Kaleb has a passion for helping lead clients to their goals and dreams. He has been featured in Forbes, Huffington Post, US New & World Report, NBC, ABC and locally on SNN.

Kaleb loves spending time with his wife, Remember and their 2 beautiful children, Kennedy and Kendrick. They reside in Sarasota and love the area.

Dave Szabo

Dave is a Managing Director and takes a comprehensive planning approach with his clients, starting by taking into consideration their assets and liabilities, and then focusing on maximizing the probability of meeting a set of goals based on their risk preference. Assets are managed to maximize the likelihood of meeting income goals while providing tax efficiency. His approach can be characterized as a financial planning framework as opposed to traditional asset management. He takes a total wealth view for every client situation and clients are managed individually, with each plan being custom to their unique situation.

Dave and his wife Magalie have lived in the Sarasota area for over 15 years. They have three children, Zachary, Emma and Leah. Away from the office Dave enjoys hobbies such as golf, weight training,traveling, reading, and water sports.

Check the investment background of this professional at https://brokercheck.finra.org

Katey Abernathy

Katey moved to Sarasota in 1997, after growing up and attending college in the Northeast. She was already familiar with the area, as her grandparents were long-time residents, and she had spent a lot of time in Sarasota as a child and young adult. Katey began her Financial Advisor career working for SunTrust as an Investment Assistant in the Trust Department, and was promoted to Officer. She worked managing investment portfolios for Trust clients until the summer of 2000, at which point she made the decision to move to Morgan Stanley. It was also during that time that she met her husband, Rich. After spending some time at Morgan Stanley, Katey realized that the Brokerage model for Financial Advisors was too focused on meeting personal production requirements rather than properly servicing the clients, which didn’t interest her. Shortly thereafter, Katey decided to focus on starting and raising a family and became a stay at home mom.

By 2013, both of Katey’s children were in school full time so she decided it was time to start thinking about going back to work. She met Dave as a result of their children being in school together, and she was excited to learn that Dave was interested in hiring someone to help him in the portfolio management aspect of his clients. After initially starting out as part time, Katey is now a full time member of the Wealth Protection team. She works actively in managing client investment portfolios and is fully securities licensed. When not at work, she, Rich, and their two boys Ryan and James enjoy boating, fishing, the Florida beaches, and getting up north to go skiing in the winter.

Check the investment background of this professional at https://brokercheck.finra.org

Phanit Williams

Phanit handles the graphic design needs of the firm. She makes sure that our materials and the manner in which we communicate important elements to clients are always neat, orderly and understandable. She moved to Chicago from Thailand in 1989 and put herself through college. Receiving degrees in Graphic Design, she worked with Centrax in the early stages of the website design craze. Before that she spent many years designing all of the materials used at The Goodman Theatre in Chicago.

Today, when she is not working on making us look good, she enjoys running, working out, eating healthy and taking care of Max!

Remember McCarty

Remember was born in South Sudan and grew up in Egypt. Remember speaks English, Arabic, and Zande (Sudanese). Her career experience began with ABMC Thai-South Sudanese Construction Company, founded in 2008 after the Comprehensive Peace Agreement, which assisted with the rebuilding of South Sudan through private enterprise.

She has ten years of client relations experience from Spectrum Health Care (Boston, MA), was the former director of a non-profit, G. N. Human Organization International, Inc., (2008), which assists economically challenged families in need. Remember was crowned Miss Sudan in 2010-2011 and has a background in modeling. She loves spending time with her husband Kaleb and their two children. A few of her hobbies include cooking, art, and music.

Laura Booth

Laura is an Administrative Assistant with over 15 years’ experience in the financial field. Having held positions in both banking and real estate, Laura is able to tailor her skills to meet the needs of various clients. She is able to interact directly with potential and existing clients. She has increased efficiency in several of her assigned roles. Laura is responsible and coordinates many planned client events throughout the year. Laura graduated from Keiser University and is working towards her psychology degree. She is a current member of Phi Theta Kappa. During her years as a Florida realtor with Remax Gulfstream, Laura was awarded the 100%-500% club award five years in a row.

In addition to Laura’s duties as an administrative assistant she is also an active volunteer at Hospice. On her down time she enjoys traveling with her husband Joseph. Laura has 2 children and is expecting her first grandchild in late July.

John Kostaken

John received degrees in Physics, Mathematics, and Chemistry. During his time as an undergraduate student, he worked on research ranging from the study of unique copolymer formations to working with NASA’s Jet Propulsion Laboratory on IR observations. He also worked as a writing consultant for the university’s Writing Center on projects and publications regarding pedagogical techniques. He previously worked at The NPD Group, where he managed large sets of data for marketing purposes. A brief stop in medical school came before he decided to pursue the wealth management industry. He works hard to make sure our data management processes are flowing as smoothly as possible.

When John is not at work, he loves to cook while spending time with his family. He also just recently married his life-long love, Angela.