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

Wealth Management Advisor

My Team

 
Carl Fancy IV

Carl Fancy IV

Associate Financial Representative
Office 407-754-0500

Carl joined the firm in 2021. He received his Bachelor’s of Science degree in Medical & Molecular Biology from MCPHS University in Boston, MA. He holds his Florida Life, Health and Variable Annuities license. Carl has a sales and insurance background.

 
Jason T Vogt

Jason T Vogt, MBA, ChFC®, CFP®

Associate Wealth Management Advisor
Office 407-754-0509

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 registration, and the Florida Life, Health, and Variable Annuities license.

Jason has been married to his wife DJ for 7 years. They have a 3 year old son and 1 year old daughter.

Jason is responsible for:

  • Client Portfolio Analysis
  • Service on Retirement Plans
  • Day-to-day administration of the team's investment practice

 

 
Katie M Thagard

Katie M Thagard, RICP®, CLU®, ChFC®

Associate Wealth Management Advisor
Office 407-754-0552

Katie joined Steve's practice in 2014 from The Bank of New York Mellon. 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. Katie earned her Retirement Income Certified Professional® designation in 2015, and her Chartered Life Underwriter® designation in 2018. 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
 
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
 
 

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