Partner, Financial Advisor

Brian P. O’Connell, CFP®

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 moved to Naples in 2003 to join Private Capital Management, LP, a value equity style portfolio manager whose roots stem from the Collier Family Office.  Brian joined Marquis Wealth Management Group in August 2008 as Financial Advisor, and has earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Individuals who have earned the CFP^® certification have met rigorous professional standards and abide by the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

As an active member within the community, Brian serves as a volunteer for The United Way of Lee County, and is current board member of the Southwest Florida Gator Club. Brian is also active within his local church, serving on the Parish Finance Committee.
Career Summary
Partner, 2013 – present
Financial Advisor, August, 2008 – present
Marquis Wealth Management Group Assistant Vice President, July 2006 – 2008
Client Services Officer, February 2003 – 2006
Private Capital Management, L.P. Financial Consultant, July 2001 – 2002
Orientation Financial Consultant, July 2000-2001
Merrill Lynch
Education
B.S. in Finance, 2000
University of Florida – Warrington College of Business
Gainesville, Florida
Professional Designations
CERTIFIED FINANCIAL PLANNER ^™ professional – CFP® 
FINRA Series 65 License 
Florida Life, Health, and Variable Annuity Insurance License

President

Richard Krichbaum, CFP®, MBA

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 Resort Company. Marquis Wealth Management Group provides investment advisory, financial planning, tax planning and insurance review services for clients of the firm.

Rick previously served on the Board of Directors for the United Way of Lee County, the Advisory Board for the University of South Florida, Fort Myers campus, the Bishop Verot High School Foundation board and the Board of Directors for Cypress Lake Country Club. He currently serves on the board of Classic Basketball, Inc., an organization that holds the nationally recognized City of Palms High School Basketball Tournament annually in Fort Myers. Rick is a member of the Estate Planning Council of Lee County, and the Financial Planning Association of Southwest Florida.

As a member of the community, Rick was active in South Fort Myers Little League Baseball as a team manager and as board member for 10 years, also serving on the Little League Board of Directors. In addition, he was also a coach for Lee County Youth Basketball and the YMCA basketball program.  

As the managing member of our firm, Rick has developed considerable experience in serving families and individuals who have been confronted with “unplanned events” with significant financial implications such as the loss of a loved one that managed the family’s affairs or individuals who may be in the process of divorce. In addition to the emotional toll on a family, these events present unique planning and administrative challenges requiring an experienced and organized team. Rick is well suited to act on the client’s behalf as the lead professional in coordinating the efforts of each of the client’s tax, legal and insurance professionals, to ensure that “the team” is pulling in the same direction for the ultimate benefit of the client.

Rick and his wife of over 44 years, Cathy, reside in Fort Myers. They have three adult children, Casey, Jamie, and Tyler and five grandchildren.

Career Summary
President of Marquis Wealth Management Group, 1999 – present
Vice President of Finance and Chief Financial Officer, 1984 – 1999
South Seas Resorts Company (SSRC) and its affiliate – The Mariner Group, Inc. (MGI)

Education
MBA in Finance Youngstown State University, Youngstown, Ohio
Bachelor of Science, Business Administration with a Major in Accounting Youngstown State University, Youngstown, Ohio

Professional Designations
CERTIFIED FINANCIAL PLANNER^TM Professional
Completed Series 65 licensing
Florida Insurance Agents License
Florida Life, Health, and Variable Annuity Insurance License
Fellow of the American Academy of Financial Management

Partner, Financial Advisor

Trevor Whitley, CFA, CFP®, AIF®

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 Myers and returned home after graduation. After interning with Marquis Wealth Management Group for two summers, he joined the company as a Financial Advisor in June, 2006. Trevor is both a CFA charterholder and a CFP^® certificant, and is a member of the CFA Society of Naples.

Trevor is active in the community and currently serves as Chairman of the Endowment Board of the Episcopal Diocese of Southwest Florida. He is Secretary of the Board of Directors of Classic Basketball, Inc, which organizes and funds the nationally renowned annual City of Palms Classic high school basketball tournament. Trevor also is a past President of the Planned Giving Council of Lee County. He and his wife welcomed their first child, Gabriel, in August 2021

Career Summary
Partner, 2011 – present
Financial Advisor, June, 2006 – present
Marquis Wealth Management Group
Education
B.B.A. in Finance and Family Business, 2006
Stetson University School of Business
DeLand, Florida
Professional Designations
Chartered Financial Analyst^® – CFA^®
CERTIFIED FINANCIAL PLANNER ^™ professional – CFP^®
Accredited Investment Fiduciary – AIF^®
FINRA Series 65 License
Florida Life, Health, and Variable Annuity Insurance License
Achievements
Eagle Scout, 2001