Education: Bachelor of Arts in Journalism and Mass Communications from the University of North Carolina, Chapel Hill 

Kim joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. Her primary responsibilities are overseeing daily office operations, executing a wide range of administrative functions, and providing client experience support. Kim works closely with other internal team members to create new procedures and systems and streamline existing ones to provide efficient and personalized service to both clients and team members.  

Prior to serving as COO of her family for more than 25 years, Kim worked in logistics as the Assistant Logistics Manager for North and South America for NACCO. Upon re-entering the workforce after raising her family, she worked in the non-profit space before joining Flaharty Asset Management in 2024. 

A native North Carolinian, Kim and her husband moved to his hometown of Clearwater, Florida, shortly after marrying and raised their sons there. Kim enjoys traveling with her family, reading, listening to live music, and needlepointing. Kim also proudly supports The Arc Tampa Bay, which serves people with intellectual and developmental differences. Equally important to her is Hope Villages of America, an organization that provides relief from food insecurity, homelessness, shelter from domestic violence and addresses the basic needs of those in the community.   

Education: University of Missouri-Columbia

Kam joined the team in May 2026 as the director of compliance when Flaharty Asset Management became Modern Wealth Management. She arrived at Modern Wealth with 30 years of industry experience. Kam has worked in many different spaces in wealth management, from Main Street to independent.

Prior to coming aboard at Modern Wealth, Kam’s career included stops at Edward Jones, Bank of America Private Wealth, Wells Fargo Financial Network, Wells Fargo Advisors, Morgan Stanley Virtual Advisors, and Flaharty Asset Management/LPL Financial. Kam is thankful for everything that she has learned along the way, as each experience with each firm provided her with some unique perspective.

Kam is originally from Florissant, Missouri which is right outside of St. Louis Missouri. She relocated to one of her favorite vacation spots, Florida, in 2024. Family is the most important thing to Kam. Her son is a Navy pilot and her daughter has published a couple of Manga style comic books.

Along with spending time with family, Kam loves going to the beach, reading a really good book, listening to live music, binge watching a good show, and watching football (especially the Pittsburgh Steelers). Kam is also a proud supporter of the American Cancer Society.

Experience: Investment management since 2015 

Education: Bachelor of Science in finance from Northern Illinois University 

Michael joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He has broad investment management experience with an emphasis on asset allocation strategies, portfolio implementation, trading, and cash management.  

Michael manages the due diligence process related to portfolio ETFs and mutual funds and communicates investment strategy to advisors and clients. He also creates new processes and procedures to increase business efficiency. Michael earned his Chartered Financial Analyst® designation and holds his Series 7 license. He’s a member of the CFA Society of Tampa Bay. 

Prior to arriving at Flaharty Asset Management, Michael worked on the investment team within the wealth management department of a regional bank in Chicago for six years. Beginning with an entry role, he eventually headed trading and implementation, assisted in the management of two individual stock strategies as well as an asset allocation strategy consisting of mutual funds, and serviced a book of clients assigned to him. 

Michael moved from Chicago to the Clearwater, Florida area in 2021 with his wife Kristie, who works for the NBC TV show Chicago PD. They have two golden retrievers and love the Florida lifestyle. Michael enjoys spending time with family and friends, watching Chicago sports teams and Michigan football, cooking, golfing, and following financial news. A fun fact about Michael is that he is a second generation Italian and really enjoys the culture and food. 

Experience: Financial advisor since 1995 

Education: BBA in finance from the University of Miami 

Shon joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He is the managing director of Modern Wealth’s Tampa, Florida office and has been a financial advisor since 1995. 

When Shon founded Flaharty Asset Management in 2007, he did so with a clear vision to provide the financial services of a family wealth management office. He was excited for the opportunity to build upon that with Modern Wealth and see how the firm’s resources could make a difference for clients.   

Shon has been a featured speaker at national business conferences on topics ranging from investment discipline to investor behavior. He earned his CFP® Professional designation during his time with Merrill Lynch, where he spent 10 years as a senior financial advisor. Shon also previously worked as a senior vice president and private client advisor at the Private Bank at Bank of America for three-plus years. 

He holds his AIF® and Series 7, 24, 63, and 65 designations and life insurance, health insurance, and variable annuity licenses. In addition to earning his BBA in finance from the University of Miami, where he attended on a football athletic scholarship, he was a member of the Hurricanes’ 1983 national championship football team.  

Shon has been married to his wife, Reneé, since February 1990. They have three children, Connor, Shannon, and Fallon, who is a senior advisor at Modern Wealth. As a family, the Flaharty’s are committed to giving back via charitable work and volunteering in their community. St. Cecelia Catholic Church, Morningstar School, Samaritan’s Purse, Belleair Community Foundation, and Children’s Home Society of Florida are among the organizations that Shon supports. 

Shon’s interests include spending time with family, traveling, boating, drinking wine, and playing golf. He loves going on tropical vacations with his family. A fun fact about Shon is that he’s a Level 1 wine expert (WSET) and sitting for Level 2. 

Education: B.S. in psychology with a concentration in business and entrepreneurship from Florida State University 

Fallon joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. She works directly with clients on financial planning, investment management, and relationship management. Fallon is excited to be part of a growing team that shares a long-term, relationship-focused approach to wealth management and client care. 

Fallon came on board at Flaharty Asset Management in August 2024 as a client experience manager before becoming a financial advisor in January 2026. She previously worked in Chicago alongside a team of highly accomplished female advisors. That experience gave her valuable exposure to a high level of client service, comprehensive wealth management, and relationship-focused financial planning early in her career. 

Fallon loves spending time with her family, friends, and fiancé. Some of her favorite memories are centered around traveling together, being out on the boat, and spending quality time with the people closest to her. Fallon’s faith is also very important to her. Her faith helps guide both her personal and professional values. She also enjoys living in Florida and being near the water. Some of her other favorite hobbies include Pilates and pickleball.  

Education: Bachelor of Science from Purdue University’s Restaurant and Hotel Institute 

Jeanann joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. She brought 27-plus years of experience in financial planning and client services upon joining Modern Wealth. Jeanann is deeply committed to helping individuals and families navigate important financial decisions with confidence and care. Known for her detail-oriented and client-first approach, Jeanann takes pride in providing thoughtful guidance and building lasting relationships.  

She has been a licensed Florida insurance professional for over 25 years. Jeanann focuses primarily on delivering comprehensive insurance solutions to support clients at every stage of life. She works closely with clients to navigate Medicare, as well as individual and group health insurance options. Jean prepares life, long-term care, and disability insurance quotes and applications, ensuring each solution aligns with her clients’ unique needs. She also reviews existing annuity contracts to identify opportunities to reduce fees, enhance benefits, and develop more effective income strategies for retirement. 

Throughout her career, Jeanann has worked with respected firms including Ameriprise, LPL Financial, and Prudential, gaining extensive experience in both client service and insurance solutions. She prides herself on building lasting relationships and truly understanding her clients’ lives, often remembering the personal details that matter most and following up in meaningful ways. 

Outside of work, Jeanann is a proud mother and family-oriented individual. She raised her daughter, Kayla, as a single mom and shares a close bond with her stepdaughter, Tasha, and niece, Ashley, all of whom she deeply admires. Her faith, family, and the opportunity to make a difference in others’ lives are at the center of everything she does. 

In her free time, Jeanann enjoys staying active through workouts and biking, attending concerts, and spending quality time with friends. She is also passionate about giving back, supporting causes such as Samaritan’s Purse, World Vision (where she sponsors a child in Bangladesh), local churches, St. Jude Children’s Research Hospital, and outreach efforts providing essentials to those experiencing homelessness. 

Jeanann’s greatest fulfillment comes from helping others, whether that’s guiding a client toward homeownership, protecting a family’s future, or simply being someone her clients can rely on. She lives in Oldsmar with her daughter, Kayla. Jeanann enjoys attending Harborside Christian Church, volunteering with the 2-year-olds at Harborside, and being active in her singles group. Some of her other interests include riding bikes, attending concerts, babysitting, and spending time with friends and family. 

Keila joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. Based in our Tampa, Florida office, Keila supports our client service associates by assisting them with overflow work and day-to-day operations. She also works closely with advisors to help clients toward their financial goals. 

She stepped into the role of junior client service associate upon arriving at Flaharty Asset Management in March 2025. Keila was previously a personal banker for two years, which helped her build a strong foundation in client relationships and financial services. She chose to transition into asset management to focus more deeply on the areas of finance that truly inspired her and aligned with her long-term career goals. 

Faith, family, and friends are everything to Keila. She’s married to her high school sweetheart and they have one son. Life with her boys is rough, rowdy, and full of energy, but Keila wouldn’t have it any other way. There’s never a dull moment in their household.  

Keila and her husband both come from big families. They have two dogs, Fang, a rescued Great Dane/lab mix with striking blue eyes, and Sage, a feisty and energetic Doberman who doubles as Keila’s second-best cuddle buddy (after her son, of course). The Garcia family also has a cat named Kitty.  

Keila also has quite a few hobbies, some more established than others. Some of her favorite hobbies include reading, gardening, and going on adventures. Being active in her community is also important to Keila and her family. One charitable organization that holds a special place in Keila’s heart is the Ronald McDonald House Foundation. After her nieces were born at 22 weeks, the foundation provided a home for her family during that very difficult time, which meant a lot to the whole family.  

Education: Bachelor of Business Administration from Stetson University 

Madison joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. Since moving to the finance space in 2022, Madison has had the unique opportunity to focus on delivering a thoughtful experience for clients with each interaction. Her role stretches beyond external marketing, and she looks forward to trying to elevate the brand of Modern Wealth Management in our Tampa Bay office. 

Prior to joining Modern Wealth, Madison served as executive director at The Arc Tampa Bay Foundation for 10 years. Her time in the non-profit sector was very fulfilling and purposeful, giving Madison a great perspective of the needs of the community and how every person can make a difference. The team she worked on grew an endowment that can sustain the immediate needs of the organization and the people it serves with intellectual and developmental disabilities in perpetuity, while bringing in benefactors to support the needs of tomorrow. 

Philanthropy has been important to Madison from a very young age, as her parents set a great example of giving back for her and her siblings. Madison has served as a member of The Omelette Party Committee, the longest running black-tie fundraiser in Tampa Bay, since 2014. The Omelette Party Committee has raised hundreds of thousands of dollars annually to support The Arc Tampa Bay Foundation and the people it serves with special needs, while spreading awareness of this inspiring population. 

Madison married her college sweetheart in 2013, and they welcomed their son, Holt, in 2016. They have a rescue dog named Penny and love being around their friends and nearby family. They travel as much as possible and love everything from a Disney Cruise to a New York City adventure or Giants Causeway in Northern Ireland (if you’ve never heard of it, look it up immediately!). 

One of Madison’s other favorite hobbies is needlepointing. In addition to “cheeky” pillows and canvases that have been turned into Christmas ornaments for our family tree, she has stitched a needlepoint belt for her husband every year since they’ve been married and hope they will be passed down to their son one day when he’s old enough. They serve as a great reminder to big life events or memories we’ve had together. 

Larry joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He specializes in helping high-net-worth families and business owners toward their financial goals. Larry has more than two decades of experience in investment selection, asset protection, and estate planning.  

Larry earned his Chartered Retirement Planning Counselor® designation during the eight years he spent at Merrill Lynch as a senior financial advisor. He also previously served as a producing sales manager for Merrill Lynch and Bank of America Investments.  

Larry has been a registered advisor since 1998 and is registered in Florida, California, Georgia, Illinois, North Carolina, New Jersey, Ohio, Texas, and Vermont. 

In addition to earning his Chartered Retirement Planning Counselor® designation, Larry has obtained his Accredited Investment Fiduciary (AIF®) and Professional Plan Consultant (PPC®) designations. He also holds his Series 7, 63, and 65 licenses as well as life insurance, health insurance, and variable annuity registrations and licenses. 

Larry went to the University of Colorado, initially on an Air Force ROTC scholarship. He is very involved in the community, especially through his charity work. Larry is also on the team selection committee of the ReliaQuest Bowl that’s hosted each year at Raymond James Stadium in Tampa. 

Brian joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He has provided financial and wealth management guidance in the Tampa Bay area since 1997.  

Brian focuses on retirement planning and investment strategies for business owners and executives. He’s obtained his Accredited Investment Fiduciary (AIF®) designation and his Series 7, 63, and 65 licenses. Additionally, Brian holds insurance registrations and licenses in health insurance, life insurance, and variable annuity. He is registered in Florida, California, Ohio, Pennsylvania, Ohio, and Texas.  

Before joining Flaharty Asset Management, Brian was a senior vice president of investments at Merrill Lynch. He also previously owned and managed a financial advisor franchise. 

Brian received his Bachelor of Science in economics from the University of Pittsburgh. He lives in Palm Harbor with his family.  

Kerri joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. She supports the Punta Gorda office advisory team with client service, including opening and maintaining accounts, and coordinating transactions to help facilitate an efficient client experience. Kerri also assists with day-to-day operations so advisors can remain focused on delivering personalized financial guidance. 

Kerri started her career in the financial services field as a client associate with Merrill Lynch in 1994. She has also worked for Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management), Wells Fargo Advisors, Trilith Wealth Management, and Flaharty Asset Management. 

Kerri is originally from New York, but has called Florida home since 1991. She has three amazing sons who are all grown and doing very well in their careers. Two of them are college soccer coaches and one is a fireman. They make Kerri proud every single day and are absolutely the light of her life. 

Along with her family, Kerri is thankful for her two dogs and her good friends that bring her happiness, support, and comfort every day. Her family is there for her through good and difficult times, her friends make life more enjoyable and meaningful, and her dogs bring unconditional love, joy, and companionship. Spending time with them is what matters most to Kerri, and they are a big part of what makes her life fulfilling. Kerri also enjoys baking, reading, hiking, and fishing. 

Experience: Financial services since 2015 

Education: Studied business management/administration and financial services 

Stafford joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He works closely with individuals, families, business owners, and athletes to help them navigate important financial decisions and pursue their long-term financial goals. His role includes investment planning, retirement planning, wealth management strategies, risk management discussions, and helping clients create organized financial structures that align with their personal and professional priorities. 

Before joining Modern Wealth, Stafford served as a financial advisor and senior vice president with Flaharty Asset Management. Prior to that, he worked as a Financial Advisor with Merrill Lynch. Before entering the financial services industry, Stafford spent more than 15 years in operations management and business development roles, experiences that helped shape his client-first approach and strong focus on communication, leadership, and problem-solving. 

Family has always been a central part of Stafford’s life and values. Originally from Guyana in South America, Stafford spent part of his childhood living throughout the Caribbean before moving to Tampa, Florida at age 12, where he has lived ever since. Those experiences helped shape his appreciation for relationships, community, and the importance of creating opportunities for future generations. He enjoys building meaningful relationships, spending time with loved ones, and maintaining strong connections both personally and professionally. Stafford values loyalty, consistency, and creating lasting relationships built on trust. 

The relationships Stafford builds with family, friends, and the people he has the privilege of serving are the most important things in his life. Having experienced different cultures and communities throughout Stafford’s early life, he developed a deep appreciation for trust, loyalty, and staying connected to the people who matter most. 

Stafford enjoys traveling, spending time near the water, following sports, grilling and cooking outdoors, and exploring new restaurants and experiences throughout the Tampa Bay area and beyond. 

Mat joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He believes that informed clients make better financial decisions. Mat’s approach centers on education, helping individuals and families understand not just what to do with their money, but why it matters. By simplifying complex financial concepts and tying them to each client’s unique goals, he empowers them to move forward with clarity and confidence. 

Throughout his career, Mat has worked with a wide range of investors and financial strategies, giving him a well-rounded perspective on the planning process. From traditional investments to more sophisticated solutions, he focuses on integrating each piece into a cohesive strategy that reflects his clients’ priorities. His commitment to a fiduciary standard guides every recommendation he makes and reflects his dedication to serving clients’ best interests. 

For Mat, financial planning is about more than numbers; it’s about helping people live the lives they want. Whether preparing for retirement, managing risk, or navigating major life transitions, he works closely with clients to build lasting relationships grounded in trust, communication, and ongoing education. 

Originally from Cleveland, Ohio, Mat lives in Nokomis, Florida, with his wife, Debbie. They have three daughters currently pursuing careers in history, biology, and engineering. 

Education: Bachelor of Arts in economics; Master of Finance 

Hunter joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. With the support of an experienced team, Hunter enjoys doing his part to deliver an investment management experience tailored to what each client values most. For some clients, that means greater clarity and organization around their financial decisions. For others, it means pursuing their financial goals with the support of an experienced team that helps coordinate and oversee key aspects of their financial plan. 

Prior to joining Modern Wealth Management, Hunter built his career helping high-net-worth individuals and families navigate complex financial decisions with clarity and confidence. In his role as Chief Investment Officer with Flaharty Asset Management, he focused on investment strategy, portfolio construction, due diligence, and helping clients stay disciplined through changing market environments. His career has been shaped by a commitment to deeply personal relationships, thoughtful planning, and delivering advice that supports families across generations. 

Hunter’s family is the most important thing in his life. His “FAM” doesn’t just include the three little ones he’s blessed to tuck in every night either. It extends to all those he confidently feels blessed to have in his life.   

Hunter enjoys studying investor psychology and learning about how people make decisions under uncertainty, especially when money, fear, and optimism are involved. He believes investing is not something you truly learn from a textbook and that markets are shaped by human emotion as much as by math. Hunter has always found that fascinating, which may be a polite way of saying he spends more free time thinking about investor behavior than most people would consider normal. 

Hunter considers himself to be a collector of knowledge and experiences. The knowledge and experiences he’s accrued includes but isn’t limited to investment education-based (earning the four-year Chartered Financial Analyst® designation charter, teaching as a professor of finance, and publishing research), testing the limits of the human body (seven marathons, an Ironman world championship bid, one lifetime hole-in-one), and being slightly quirky to entertain the kids (circus juggling and authoring children’s books). 

Experience: Financial advisor since 2006 

Education: Bachelor of Arts in management and political science; graduated with honors 

Andy joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He strives to help great people make informed decisions so they can enjoy today with confidence for tomorrow. It’s important to Andy to understand his clients’ values and goals and design a plan to help them toward their goals in a meaningful way. Andy builds relationships with clients with the goal of helping them connect with the people and causes they care about most.   

Andy has served as a financial advisor since 2006. He previously spent eight years at Ameriprise Financial prior to arriving at Flaharty Asset Management in 2014. Andy has realized throughout his career that conventional financial planning often assumes there is a single correct path, whether it’s a formula to be followed or sequence of steps beginning with the “right” investment or “correct” budget. However, he wants people to understand that there is never just one way. When people are faced with countless possible paths, he enjoys showing them how the process of planning becomes not merely technical, but philosophical. Andy’s belief is that financial planning is not just the management of money. It reflects your own inner framework of meaning, shaped as much by your spirit and mind as by the mechanics of the market. 

Andy is married with two sons. He’s passionate about his career, as he gets to see the outcome of his hard work. Andy loves splitting time between relationships and analysis. Outside of work, you can find Andy spending time with his kids, golfing, staying physically active, playing drums and guitar, traveling, and reading. Andy is also a board member of Polywogs Charities Inc., which is a charitable group that provides significant financial contributions each year to Pinellas County-based organizations, including R’ Club Child Care, All Children’s Hospital, Children’s Dream Fund, St. Petersburg Free Clinic, First Tee of St. Petersburg, and Ready for Life. 

Education: Bachelor’s degree in sociology with a minor in child psychology from Montclair State University 

Melisa joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. She supports our advisory team with client service and account management, including opening and maintaining accounts, coordinating transactions, and ensuring a smooth and efficient client experience. Melisa also assists with day-to-day operations so our advisors can remain focused on delivering personalized financial guidance. 

Her career also includes a 10-year stint with Merrill Lynch, where she built a strong foundation in financial services and client support. Melisa then joined Flaharty Asset Management in 2021, where she supported advisors and clients with account administration, operations, and relationship management. 

Melisa is married and has three children, including twins, and loves spending quality time with her family whenever she can. Her children are her biggest motivation, and the reason Melisa strives to grow both personally and professionally. In her free time, Melisa enjoys going to the beach, being outdoors, and making memories with her kids.  

Melisa proudly supports Ronald McDonald House Charities. Her twins were born at 23 weeks, and during that time, her family stayed at a Ronald McDonald House in Philadelphia for several weeks. She believes it’s an incredible organization that provides support and comfort to families during very difficult times. 

Melisa was born and raised in New Jersey. She appreciates both the fast-paced energy of the Northeast and the more relaxed lifestyle of Florida. Melisa’s personal experiences, including navigating challenges with her family, have shaped her perspective and allow her to connect with clients on a more meaningful and empathetic level. 

Education: Equine Business Administration from Delaware Valley University 

Megan joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. As a client experience manager, Megan works closely with Stafford Lawrence and Andy Oswald to support clients and help ensure a seamless service experience. In addition to client support, she assists with operational coordination, technology support, and executive travel management. 

Megan joined Flaharty Asset Management in 2017 as a receptionist and advanced into her current client service role through her strong organizational skills, adaptability, and commitment to client relationships. Before entering the financial services industry, she worked as a coordinator for a medical communications journal in New Jersey and previously trained horses at a show jumping facility following her graduation from Delaware Valley University with a degree in Equine Business Administration. 

She appreciates Modern Wealth Management’s comprehensive approach to planning and the ability to provide clients with access to specialized services including tax planning, estate planning, insurance, and retirement plan support. 

Outside of the office, Megan enjoys endurance athletics and wellness-focused living. She participates in marathons, ultramarathons, triathlons, strength training, and yoga, and is active in Tampa Bay running clubs. She also holds a NASM Certified Personal Trainer certification and a Plant-Based Nutrition Certificate through eCornell. 

Megan lives in Safety Harbor, Florida, with her husband, Michael. In her free time, she enjoys reading, visiting Disney World, spending time with family, and advocating for animal welfare. 

Education: Associate of Arts degree; attended the University of South Florida and Florida Atlantic University 

Joe joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He works closely with advisors and clients to create financial plans, portfolio implementation, and overall client experience.  

Joe also specializes in technology and cybersecurity, helping ensure both client data and internal systems are secure, efficient, and aligned with modern high-level practices. From protecting the digital identity of clients to improving how they interact with their financial plan, Joe enjoys helping clients feel more organized, confident, and secure in every aspect of their financial world. He is also a member of ISC2, a global nonprofit focused on advancing cybersecurity education and professional standards, where he earned the ISC2 (cc) designation. 

Joe arrived at Flaharty Asset Management in 2015. He has previous experience with working in a fast-paced advisory environment supporting high-net-worth clients with investment management, financial planning, and operational processes. 

Joe lives in Florida with his wife, Aly, and their three children, Wesley, Daisy, and Sebastian. Life outside of work for Joe is centered around family. He enjoys spending time with them, whether they’re at the beach, traveling, riding bikes, metal detecting, racing RC cars, video games, or just enjoying a pool day together. 

Some of Joe’s other hobbies include fly fishing (salt and freshwater), saltwater aquariums, building things with his hands (especially metal work and jewelry), free diving, learning about cybersecurity, and staying on top of new technology trends.  

Joe used to catch his own saltwater fish and put them in his aquariums during his time in Boca Raton. He’s passionate about supporting causes that help families, children, and animals in need. Joe especially appreciates organizations focused on animal rescue and welfare, as well as efforts that provide education and financial literacy to underserved communities.