Steven M Thagard, MBA, CLU®, ChFC®, REBC®, CFP®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Mary Katherine Thagard

Mary Katherine Thagard, CFP®, ChFC®, CLU®

Associate Wealth Management Advisor
Office 407-754-0511

Mary joined the Thagard team in 2008, after working in the mortgage industry.  She graduated in three years from the University of Florida, with a Bachelors Degree in Business Administration.  She is an Associate Wealth Management Advisor, and earned her CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2014 and her CLU® (Chartered Life Underwriter®) designation in 2015. Her primary role is to support and service Steve's investment practice. She is Series 7 and Series 63 licensed.  She also holds her Florida Life, Health, and Variable Annuities license.

Mary is responsible for:

  • Service on Retirement Plans
  • Preparation of 401(k) proposals and installation
  • Client Portfolio Analysis
  • Investment Strategy
  • Day-to-day administration of the team’s investment practice
 
Katie M Thagard

Katie M Thagard, RICP®, CLU®

Associate Wealth Management Advisor
Office 407-754-0540
Katie joined Steve's practice in 2014 from another financial institution.  She graduated in three years from The University of Florida with a Bachelor of Science Degree in Marketing.  She is an Associate Wealth Management Advisor, and earned her Retirement Income Certified Professional® designation in 2015.  She holds her Series 7 Securities license, Series 66, and her Florida Life, Health, and Variable Annuities license.
Katie is responsible for:
 
  • Running Financial Plans 
  • Service on Insurance business 
  • Service on Investment accounts
  • Marketing
 
Jason T Vogt

Jason T Vogt, MBA

Associate Wealth Management Advisor
Office 407-754-0500

Jason joined the Thagard team in 2015 after 9 years in a client service role with another financial institution. He has a Bachelor's degree from Florida State University in Finance and Real Estate, and a Master of Business Administration degree from Rollins College. Jason holds his Series 7 Securities license, and his 215 Florida Life, Health.

Jason is responsible for:

  • Client Portfolio Analysis

  • Service on Retirement Plans

  • Day-to-day administration of the team's investment practice

 
 

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