Aspire Private Capital

Thomas Kelly is a financial advisor at Aspire Private Capital with 14 years of industry experience. He holds a Series 65 designation and has worked at Aspire since 2014. Kelly also owns Covenant Private Capital, an insurance and annuity product sales firm, and works as a marketing consultant for Aspire Insurance Solutions. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and often recommends third-party sub-advisers through the GeoWealth platform.

Wesley Taylor is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aspire Private Capital. He previously worked for The Vanguard Group and Edward Jones. Outside of his advisory role, he is involved in individual insurance sales, focusing on annuities and life insurance. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, retirement consulting, and selective tax services. The firm employs a range of analytical approaches and frequently uses third-party sub-advisers and model portfolios through the GeoWealth platform.

John Philpott is a financial advisor with Aspire Private Capital and holds a Series 65 designation. He has 16 years of industry experience, including five years at Global Financial Private Capital. Outside of financial advising, he owns and brokers real estate through Pier 28 Realty and serves as president of Estate and Retirement Consultants, which offers fixed life and annuity products. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various asset classes and often employing third-party sub-advisers.

Jaime Guevara is a financial advisor at Aspire Private Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aspire since 2016. Outside of his advisory role, he works as a freelance English-Spanish interpreter for state and federal agencies. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, retirement consulting, and tax services, commonly employing third-party sub-advisers and model solutions to serve its clients.

Trenton Derrick is a financial advisor at Aspire Private Capital with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Vanguard Group and 7 Mile Advisors. He also leads Derrick Financial Solutions, LLC, which provides insurance, annuity sales, and financial planning services. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, retirement plan consulting, and tax consulting, utilizing a mix of fundamental, technical, and cyclical analysis across various asset classes.

Thomas Farrell is a CFP® professional at Aspire Private Capital with 18 years of industry experience. He has worked with firms including Wells Fargo Clearing and Edward Jones before joining Aspire in 2014. Farrell is also an independent insurance sales agent focusing on insurance and annuity products. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides investment management, financial planning, and retirement consulting, utilizing a range of third-party sub-advisers and model portfolios through the GeoWealth platform.

Gregory Padgitt is a CFP® with 18 years of experience in the financial services industry. He is currently with Aspire Private Capital and has previously worked at Nationwide Securities LLC, Nationwide Financial, and LPL Financial. Outside of his advisory role, he is involved with Plushenko Enterprises LLC. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and selective tax consulting, frequently using third-party sub-advisers and model solutions through the GeoWealth platform.

Antonio Burkett is a CFP® with 13 years of industry experience, currently serving as an advisor at Aspire Private Capital since 2018. He previously worked at LPL Financial LLC and Morton Malloy Realty. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides investment management, financial planning, retirement consulting, and selective tax consulting, often utilizing third-party sub-advisers and model portfolios through the GeoWealth platform.