Mike Williams


Mike started 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.

One of the most well-known, well-respected financial advisors in the world, he is a frequent contributor for national news broadcasts, including Fox Business News, CNBC and Bloomberg.

As a partner, Mike previously served as market strategist and led the role of marketing for the Fund Family at Tocqueville Asset Management. During his time in those positions, he had the opportunity to serve clients globally alongside a team of brilliant investment managers. His rare combination of tireless research and finely-tuned instincts make him one of the more prominent voices in the investing world.

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 family, Remember, his fiancé and their 2 beautiful children, Kennedy and Kendrick. They reside in Sarasota and love the area.

 

Phanit williams


Phanit graduated from UIC in Chicago with a major in Graphic Design. She loves to paint and has delivered many portraits to clients over the years.

She previously provided design services for The Goodman Theatre in Chicago. Prior to that she managed website interface designs for clients at Centrax.

In NYC, she managed graphic designa for school newsletters over the years. Outside of managing the internal and expanding focus on Demogronomics benefits here, Mike and Phanit enjoy raising their son Max who is now 16, an excellent student and a very good basketball player.

arlene manges


Arlene holds the CERTIFIED FINANCIAL PLANNER™ designation.

Arlene has more then 25 years experience in the financial services industry. Arlene is responsible for the day to day needs of our clients including new account set ups and transfers, cash distribution requests, and portfolio reporting.

Arlene hails from Cleveland, Ohio and attended Cleveland State University. She has been married for over 35 years and has two adult children. Arlene moved to Lakewood Ranch over 10 years ago and enjoys the Florida sunshine and weather. Arlene has two dogs and enjoys spoiling them.

John Kostaken


Before Truvestments, 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 securities industry.

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.

Remember Kennedy


Remember Kennedy 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 fiancé Kaleb and their two children. A few of her hobbies include cooking, art, and music.