Wealth Management Partners, LLC

Thomas Curtis is a CFP® with 31 years of experience in the financial services industry. He has been with Wealth Management Partners, LLC since 2020 and previously worked with Raymond James Financial Services from 2009 to 2020. Curtis holds Series 63 and Series 65 licenses. Wealth Management Partners serves individuals, trusts, retirement plans, and business entities, providing discretionary asset management along with financial planning and consulting. The firm uses a combination of fundamental, technical, and quantitative analysis, including the use of options, derivatives, and margin trading in separately managed accounts.

Mitra Shahi is an advisor at Wealth Management Partners, LLC, based in Los Angeles, CA, with experience dating back to 2000 through roles at Dapa Corp and Pesar Corp. She joined Wealth Management Partners in 2026 as part of the firm’s seven-advisor team. Wealth Management Partners serves individuals, trusts, employer retirement plans, and business entities, providing discretionary asset management alongside financial planning and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, with a distinctive focus on documented use of derivatives and borrowing within separately managed accounts.

Albert Brown is a financial advisor at Wealth Management Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2009 to 2020. Wealth Management Partners serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, and quantitative analysis to manage portfolios that may include options, derivatives, and margin trading within separately managed accounts.

Laura Barnard is a CFP® with 10 years of industry experience, currently serving as an advisor at Wealth Management Partners, LLC. Her prior roles include positions at LPL Financial and Raymond James Financial Services. Wealth Management Partners serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, and quantitative analysis to manage portfolios that may include derivatives and margin trading, distinguishing its approach within the team advisory space.

Pasha Shemirani is a financial advisor with Wealth Management Partners, LLC in Los Angeles, CA. She joined the firm in 2026 and has prior experience with Parda Group starting in 2025. She has been a student since 2016. Wealth Management Partners serves individuals, trusts, retirement plans, and business entities, offering discretionary asset management, financial planning, and consulting. The firm employs fundamental, technical, and quantitative analysis, with strategies that include the use of options, derivatives, and margin trading in separately managed accounts.

Kristi Thompson is a financial advisor at Wealth Management Partners, LLC in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Wealth Management Partners, she worked at Gringos Tex-Mex and Macy's. Wealth Management Partners serves individuals, trusts, retirement plans, and business entities, offering discretionary asset management and financial planning with a notable approach that includes the documented use of derivatives and margin trading in separately managed accounts.

Guillermo Monge is a financial advisor with Wealth Management Partners, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Wealth Management Partners since 2020, following seven years at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Wealth Management Partners serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, and quantitative analysis, including the use of options, derivatives, and margin trading within separately managed accounts, distinguishing it from many peers.

Gregory Bryson is a financial advisor with Wealth Management Partners, LLC in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Wealth Management Partners in 2020, he worked at Raymond James Financial and Raymond James Financial Services from 2007 to 2020. He serves as Treasurer on the Board of Directors for the Intermountain Center for Human Development. Wealth Management Partners serves individuals, trusts, employer retirement plans, and business entities by offering discretionary asset management alongside financial planning and retirement consulting. The firm employs fundamental, technical, and quantitative analysis to manage portfolios that may include derivatives and margin trading, distinguishing it from many peers in the advisory space.

Morgan Brown is a financial advisor at Wealth Management Partners, LLC in Tucson, AZ, with 25 years of industry experience. He holds a Series 66 designation and has worked at Wealth Management Partners since 2005, including its current form since 2020, and previously at Raymond James Financial from 2009 to 2020. Wealth Management Partners serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, and quantitative analysis, including derivatives and margin trading in separately managed accounts, distinguishing it from many team firms.