Director of Strategic Planning
Jared was born and raised in Baltimore, MD, Jared has now lived in Tampa for more than 7 years.
He earned his Bachelor's of Business Administration from Emory University in Atlanta, GA and later graduated from Kennesaw State University with his Master's of Business Administration at the top of his class as part of the Beta Gamma Sigma honor society.
Prior to joining Edward Jones in 2015, Jared spent most of his career developing individual retail locations, focused on providing superior customer service, finding creative solutions when problems arose, and uncovering opportunities that others may have overlooked through effective use of data analysis. Across several industries, he consistently improved profitability by simultaneously generating increased revenue and streamlining processes for improved operational efficiency. The foundation upon which he has built his current practice, though, has always been a superior focus on client service. Each Edward Jones office contains just one Advisor, so when you become his client, you work with him directly, not a member of his team; you have a direct line of communication to him, and do not have to go through a switchboard to find someone to speak with. Working with individuals, sole proprietors, independent contractors, and small business, he partners with you to determine the financial goals that are most important to you, determining what you want to accomplish with your money, and more than just designing a portfolio to achieve those goals, he keeps you focused and on track to accomplishing those outcomes through highly customized growth, protective, and tax-advantaged strategies.
He has been married to Amanda for 11 years and now has two boys - Asher, who is 3.5, and Adam who is just 4 months old. To Jared, there is nothing more important than family and friends, and his ultimate goal is to provide the peace of mind you need so that you can enjoy whatever time you get to spend with yours.
Chief Executive Officer
Kurt was born in Boston, Massachusetts, raised on a ranch in Montana, and spent years in Florida, Wisconsin and South Texas. He is the founder of ORCVirtual, Inc. (formally Office Remote Control LLC). He has over 35 years of administrative assistance in a variety of industries including real estate, banking, loan processing, mortgage, non-profit, death care, entertainment, education, and manufacturing. He is recognized in the industry as a leading expert and for demonstrating dedication and excellence in management and leadership.
Kurt received his education at Stetson University (DeLand, Florida), University of South Florida (Tampa, Florida), Concordia University-Wisconsin (Mequon), University of Wisconsin-Milwaukee. He is a professional musician and singer having sung with the Brevard Symphony Orchestra and does choral and vocal workshops as a clinician.
Kurt resides in the Tampa, Florida area with his partner, Robin, and their Yorkie (Nikki) and Main Coon (Ender).
Junior Director of Social Media and Member-At-Large
(bio coming soon)
Amy was born in Satellite Beach, Florida and grew up in the Clearwater/Dunedin area. She is a 1987 graduate of Dunedin High School and received her certification as a Medical Assistant in 1989 while living in the Jacksonville, Florida area. Amy has extensive experience working in the medical industry for more than 28 years.
Amy has two grown children and two grandchildren. In 2015 she married her high school sweetheart and together they have four children and 2 grandchildren. They are enjoying being grandparents and are proud that family always comes first.
Director of Graphic Arts
Robin Ainslie received the start of his education at Milwaukee Area Technical College (Wisconsin) where he quickly rose to be a star player and an award-winning graphic designer. He immediately joined the graphics team at Poblocki Sign Company of Milwaukee where he was team lead on multiple design projects and won numerous awards for his work. Among his credits include Associated Bank, Baird Financial, Marcus Center for the Performing Arts, Aurora HealthCare and Harley Davidson. He is a master at logo creation, sign design, and corporate branding and re-branding.
Robin resides in Tampa, Florida with his partner, Kurt. He can be seen frequenting local thrift stores seeking out treasures. Robin is a self-proclaimed 'Trekkie' and Sci-Fi aficionado.
Chief Information Officer
Director of Technology
Michael was born in Binghampton New York. He spent a few years in North Carolina, before ending up in Tallahassee, Florida. From there he moved to Fort Walton Beach before finally settling in Dunedin, Florida. He has over 32 years in the Information Technology field. Starting in mainframe computers, to networking and desktop support.
Michael got his start in IT in the United States Marine Corps. He spent 14 year serving our country. This included 6 years in Okinawa. From there he became a contractor at MacDill, Air Force Base testing for Y2K compatibility for the military. After that he moved on to PricewaterhouseCoopers where he started as a network technician in the Network Operation Center. He continued his career there as a supervisor before finally moving on to be a manager in the call center. In this role, he had a team of 18 staff who supported all the smartphones within the company of 35000 people. After the call center was outsourced to India, he moved to a small company called Health Integrated where he was involved with everything IT related. From asset management all the way to budgeting. After leaving that company, he moved to his current role with Greenway Health. Here, he manages another call center team. His vast experiences include IT support for the military, financial and the health industry.
Michael currently resides in Lutz, Florida. He has been married to his high school sweetheart for almost 2 years and between them, they have 4 beautiful children, 3 girls and 1 boy. They have 1 grandson and are expecting there second grandson this May.
Chief Relationship Officer and Director of Client Relations
Brenda was born in Great Falls, Montana; and grew up in the Armington/Belt area of Montana, graduating from Belt Valley High School in 1985. After getting married to Vernon in 1987, they lived near Rapid City, South Dakota for eight years; and finally settled in the area of Spokane, Washington.
Brenda was a military wife, spending many years as a stay-at-home Mom. In 1998, she obtained her A.A.S. Degree as a Medical Secretary from Spokane Community College, and is a member of Phi Theta Kappa Honor Society. Brenda has held a variety of roles/titles, including Daycare Owner/Operator, Caregiver, CNA, Receptionist, Bookkeeper, Pastoral Coordinator, Accounting Assistant, Customer Service/Order Management Coordinator, Administrative Assistant, and Executive Assistant. Volunteering is important to Brenda, having volunteered over the years as a member & past President of CWOC, Religious Education Teacher, Phi Theta Kappa Leadership team member, and NICU Nanny.
Brenda’s family is her pride and joy! She has one son, two daughters, one daughter-in-law, and one grandson (whom she is blessed to babysit). Now that her children are grown, family time is spent camping, traveling, watching movies, and playing games. In her spare time, Brenda enjoys acting, writing, and long drives/traveling with Vernon.
Sophie - Executive Assistant to the CEO; Marketing Coordinator
Brenda - Senior Client Services Coordinator
Miguel - Spanish Language Services Assistant
William - Sales and Referrals
Dawn - Client Services Assistant
Chris - Client Services Assistant
Dimitri - Visual Media Specialist
Giorgio - Social Media Specialist
Raffaella - Client Services Assistant
Tonya - Accounts Receivable/Payable