Michelle Mabry, CFP®, AIF
CEO
Michelle is a founding partner and the CEO with over 33 years in the wealth management business. She began her career at what is now Ameriprise in 1989. There she realized how much she enjoyed the planning process and helping clients visualize and reach their goals. In 2008, she went independent and hasn’t looked back. Michelle loves to share what she knows and her articles have been featured in the Wall Street Journal, CNBC, and Investopedia.
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 is the resident operations guru. Prior to transitioning to financial services he prepared individual and corporate tax returns giving him a keen eye for detail and helping him develop Client 1st’s holistic approach to financial planning. He was an early adopter of the now many crucial tech tools we use. He constantly looks for ways to make Client 1st better and more efficient at what it does best– serving clients.
Morgan Mabry, CFP®
Financial Advisor
Works on all things operations from portfolio management to this fine website. She began her career at Client 1st and dove right into the CFP program. She enjoys problem solving and research aspects of financial planning. When she is not at the office she is probably out running, playing with her pup, or trying to find someone to go out to eat with.
Sharon Bastide
Financial Advisor
Having spent more than 30 years in the industry Sharon knows a thing or two about retirement planning. She spent the majority of her career at Merrill Lynch as an advisor, product innovator and consultant. During that time she focused on retirement plan solutions for institutions and plan participants, working with many Fortune 500 companies such as Coca-Cola, Kroger, and Chrysler to name a few. Sharon enjoys helping individuals focus on their goals and financial wellness. Sharon spent the majority of her career in New York before relocating to Vero Beach in 2011.
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.