Team Members

Employees Results 1 - 7 of 7

  • 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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  • Tracy Larmony

    Tracy Larmony

    Executive Assistant

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    P: 239-454-1117 ext:18
    F: 239-454-0249

    Tracy Larmony holds an A.S. degree in Business Administration from Nassau Community College in New York. Upon graduating, Tracy began her career as a bank teller at Bank of New York and then moved to Maryland where she continued in the banking industry. Shortly, thereafter, Tracy was promoted to ...

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  • Jamie Krichbaum

    Jamie Krichbaum

    Financial Planning Assistant

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    P: 239-454-1117 ext:19
    F: 239-454-0249

    Jamie joined Marquis Wealth Management Group in March of 2009 as an Administrative Assistant, and was promoted to Financial Planning Assistant in May 2010. In this role, she is responsible for preparing client balance sheets and financial plans, researching and updating all client cost basis and ...

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  • Abbey Shupe

    Abbey Shupe

    Associate Financial Advisor

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    P: 239-454-1117 ext:21
    F: 239-454-0249

    Abbey holds a B.B.A with dual majors in Finance and Family Enterprise from Stetson University’s School of Business Administration in DeLand, Florida. She graduated cum laude in May of 2013. Upon graduating, Abbey began working for Heart of Florida Insurance Group, creating the Finance & ...

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