Meet The Team
Thomas Cassedy
President
Registered Principal
(813) 251-1943
Mr. Cassedy is a native of Tallahassee, Florida who received a B.A. at Vanderbilt University with a double major in Economics and Business. He worked for Oxford Industries in New York City for a few years where he did financial and...
Cameron Cassedy, CFA
Vice President
Investment Consultant
(813) 251-1943
Eric Lam
Branch Associate
(813) 251-1943
Eric Lam was born and raised in Ocean City, New Jersey. He then moved to Tampa, Florida where he received a B.A. in Finance at The University of Tampa. Eric worked as a Senior Lifeguard with the Sea Isle City Beach Patrol and a Dock...
Susan Alws
Manager, Operations & Administration
(813) 251-1943

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses 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.