Kathleen Laseter is a CFP® professional with 12 years of experience in financial advising. She has been with Blueprint Wealth Management, LLC dba Parady Wealth Management since 2016 and has extensive experience managing multiple related entities, including her own CPA firm which she has operated since 1993. Outside of advising, she is the sole owner of Kathleen Laseter CPA, LLC, providing income tax return preparation and accounting services. Parady Wealth Management offers discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. The firm employs a model-driven, sub-advised approach using portfolios managed by CreativeOne, with services that include portfolio management, sub-adviser selection, and retirement rollover analysis.

Kelly Burkhead is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Parady Wealth Management. She has been with Blueprint Wealth Management, LLC dba Parady Wealth Management since 2016 and has additional experience from Parady Financial Group and Fidelity. Outside of her advisory role, she is vice president of sales at a licensed insurance agency affiliated with the firm, where she meets with clients to prepare and present retirement income strategies. Parady Wealth Management provides discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. The firm employs a model-driven, sub-advised approach with a focus on portfolio management, sub-adviser selection, and retirement rollover analysis.

Jared Vock is a financial advisor with Parady Wealth Management, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo, Morgan Stanley, and Merrill Lynch. He is also a licensed insurance agent with Parady Financial Group. Parady Wealth Management offers discretionary investment management and model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. The firm uses a model-driven, sub-advised approach with portfolio management and retirement rollover analysis services.