Wealth Management Partners, LLC

Thomas Curtis IV is a CFP® professional with 32 years of industry experience, currently serving at Wealth Management Partners, LLC where he has worked since 2020. His career includes roles at Raymond James Financial and various positions related to insurance from 2011 to 2022. Wealth Management Partners, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm manages approximately $793 million in assets, employing a mix of fundamental, technical, and quantitative investment strategies with active use of derivatives, margin, and digital asset advisory services.

Mitra Shahi is an advisor at Wealth Management Partners, LLC with no prior industry experience. She has been with Wealth Management Partners since 2026 and held roles at Pesar Corp and Dapa Corp before that. Wealth Management Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative investment approaches and actively uses derivatives, margin, and digital asset advisory services.

Albert Brown Jr. is a financial advisor at Wealth Management Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Raymond James Financial Services for 11 years. Brown has been with Wealth Management Partners since 2020. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a blend of fundamental, technical, and quantitative investment strategies, including active use of derivatives and margin transactions.

Laura Barnard is a CFP® professional with 10 years of industry experience. She is currently with Wealth Management Partners, LLC, where she has worked since 2018 and previously from 2015 to 2018. Her prior experience includes roles at LPL Financial and Raymond James Financial Services. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, standalone financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and quantitative models and is notable for its active use of derivatives, margin transactions, and advisory work related to digital assets.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Kristi Thompson is a financial advisor with Wealth Management Partners, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Wealth Management Partners, she worked in the retail and hospitality sectors, including roles at Gringos Tex-Mex and Macy’s. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and quantitative models, and is noted for its active use of derivatives, margin transactions, and advisory services related to digital assets.

Guillermo Monge is a financial advisor with Wealth Management Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He joined Wealth Management Partners in 2020 after seven years with Raymond James Financial Services. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and uses a combination of fundamental, technical, and quantitative investment approaches, incorporating derivatives and margin transactions as part of its active portfolio management.

Gregory Bryson is a financial advisor with Wealth Management Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc., where he spent over a decade. Bryson serves as Treasurer on the Board of Directors for the Intermountain Center for Human Development. Wealth Management Partners, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a combination of fundamental, technical, and quantitative investment approaches, including active use of options, derivatives, and margin, and also offers extensive planning services across tax, real estate, corporate structure, and retirement consulting.

Morgan Brown is a financial advisor with Wealth Management Partners, LLC in Tucson, AZ, holding a Series 66 designation and 25 years of industry experience. He has worked at Wealth Management Partners since 2005 and previously at Raymond James Financial and Raymond James Financial Services from 2009 to 2020. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a combination of fundamental, technical, and quantitative investment methods, including active use of derivatives, margin transactions, and advisory services related to digital assets.