LLC Owners

Employees Results 1 - 4 of 4

  • Richard E. Krichbaum, CFP®, MBA

    Richard E. Krichbaum, CFP®, MBA

    President

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    P: 239-454-1117 ext:12
    F: 239-454-0249

    Rick holds an MBA in Finance from Youngstown State University in Youngstown, Ohio and is a Certified Financial Planner. Prior to establishing Marquis Wealth Management Group (formerly MNS Financial Management) in 1999, Rick was the Vice President of Finance for The Mariner Group and South Seas ...

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  • Kim Sands, AIF®

    Kim Sands, AIF®

    Partner, Client Services Manager

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    P: 239-454-1117 ext:15
    F: 239-454-0249

    Kim holds a Masters in Business Management from Hodges University in Fort Myers, Florida. She completed the Series 65 licensing in 2001. Kim began working for Marquis Wealth Management Group in 1999 and assumed the position of Client Services Manager.As Client Services Manager, Kim is the primary ...

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  • Trevor Whitley, CFA, CFP®, AIF®

    Trevor Whitley, CFA, CFP®, AIF®

    Partner, Financial Advisor

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    P: 239-454-1117 ext:13
    F: 239-454-0249

    Trevor holds a B.B.A. with dual majors in Finance and Family Business from Stetson University’s School of Business Administration in DeLand, Florida. He graduated summa cum laude and as one of five in the first class of Family Business majors in the country in May of 2006.Trevor grew up in Fort ...

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  • Brian P. O'Connell, CFP®

    Brian P. O'Connell, CFP®

    Partner, Financial Advisor

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    P: 239-454-1117 ext:14
    F: 239-454-0249

    Brian holds a B.S. in Finance from the Warrington College of Business at The University of Florida.  Brian began his career as a Financial Consultant with Merrill Lynch, where he earned the Merrill Lynch Certified Financial Manager designation.  A native of Southwest Florida, Brian ...

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