Michelle Mabry, CFP®, AIF
CEO
Originally from Mississippi, Michelle serves a significant portion of our clients throughout the South. As a Partner, Founder, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, she is dedicated to upholding and enhancing Client 1st’s reputation and brand identity through ethical leadership and exceptional service. Michelle’s CFP® designation enables her to review more complex cases, apply greater discipline, and make sophisticated decisions to better serve her clients.
Since beginning her career in 1989, Michelle’s passion has always been centered on building and maintaining trust with her clients.
Outside of work, she cherishes spending time with her eight grandchildren.
Craig Phillips, CFP®, AIF
President
As a founding partner, Craig has 30+ years in the industry. He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis. For years he shared his expertise on the nationally syndicated radio show “Talking Money”. He is a life long Clearwater native with a knack for finding adventure.
Dave Stieh, CFP®
COO
Dave was born in New Jersey and now resides in Palm Harbor with his family. He plays a key role in managing the firm’s financial operations and serves as a technology specialist, helping ensure that Client 1st continually evolves to provide clients with the tools they need to build a strong foundation for their future.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Dave brings deep, comprehensive knowledge to his work. His methodical and detail-oriented approach ensures that every aspect of his clients' financial lives is handled with the utmost care and precision.
Outside of the office, Dave is an avid skier with a passion for traveling the world. Locally, he enjoys spending time on the water.
Morgan Mabry, CFP®
Financial Advisor
Morgan was raised in Mississippi and now living in Dunedin with her family, Morgan brings a thoughtful and detailed approach to her role as our trading specialist. As a CFP® professional, she focuses on tailoring investment strategies to fit each client's unique goals. Her ability to listen closely and deliver personalized solutions sets her apart.
When she’s not helping clients, you’ll find Morgan training for her next marathon or planning her next travel adventure!
Paul Harris
Financial Advisor
Paul was raised in South Louisiana and relocated to Hattiesburg in the late 1980s, where he continues to reside. He began his career in financial services and wealth management in 1998 and has since built nearly three decades of experience delivering tailored financial strategies designed to support long-term growth and client success.
Throughout his career, Paul has served as a Private Wealth Advisor and Private Banker to high-net-worth families, developing a deep understanding of the complex financial challenges individuals and families face. His expertise includes asset allocation, comprehensive financial planning, and risk management. Paul is committed to building enduring client relationships grounded in trust, strategic insight, and personalized service—relationships that extend well beyond individual transactions.
Outside of the office, Paul enjoys spending time with family and friends and pursuing his interest in playing guitar.
Sharon Bastide
Financial Advisor
Sharon was born in Pennsylvania but discovered her own slice of paradise while sailing, ultimately settling in Vero Beach with her partner. She brings an impressive and diverse background in the financial advising industry, having worked with Fortune 500 companies as well as in more specialized, client-focused roles. Sharon’s passion lies in not only helping clients achieve their financial goals but also in understanding and supporting their personal dreams and "bucket list" aspirations, guiding them toward living life to the fullest.
In addition to her professional pursuits, Sharon is an active volunteer and currently serves on the Board of a local Jazz Society.
Jamie Mason, CFP®
Wealth Advisor
Jamie is a dedicated financial advisor with a deep commitment to fiduciary standards and delivering ethical, client-centered guidance. As a CERTIFIED FINANCIAL PLANNER™ she provides strategic, individualized financial advice that aligns seamlessly with each client’s unique goals, priorities, and values.
Since beginning her career in 2011, Jamie has held key roles at several respected firms throughout the Tampa Bay Area. Her broad and diverse experience equips her with a well-rounded perspective on investment strategy, comprehensive financial planning, and long-term goal setting.
Jamie creates a welcoming, collaborative environment where trust and transparency are at the core of every client relationship—empowering individuals and families to build lasting financial confidence.
She lives in St. Petersburg with her husband and their spirited tuxedo cat. Outside of work, Jamie enjoys traveling, discovering new cuisines, and immersing herself in music and global culture.
Meghan Boles
Director of Client Services and Insurance
Meghan was born and raised in Florida and with over eight years of experience in the financial advising industry, she ensures that the daily operations of the office run smoothly and efficiently, addressing the unique needs of each client. Meghan is dedicated to fostering deep, trust-based relationships to enhance client satisfaction, loyalty, and retention.
In addition to her operational responsibilities, Meghan oversees and reviews client health and life insurance coverage, ensuring that every policy is properly structured and tailored to meet individual needs.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.