Client Services Manager

Kim Sands, AIF®

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 liaison for all client service matters. In addition, Kim serves as the Office Administrator. In 2005, Kim was named a partner of Marquis Wealth Management Group. Kim has been married to her high school sweetheart since 1988. They have two daughters, Raychel and Victoria.
Career Summary
Partner, 2005 – 2021
Client Services Manager, 1999 – present
Marquis Wealth Management Group Executive Assistant, 1998 – 1999
Markham Norton Mosteller Wright & Co., P.A. Assistant, 1987-1998
Peterson & Peterson CPA’s, P.A.
Education
Masters of Science, Business Management
Hodges University, 2005 Bachelor of Science, Business Management
Hodges University, 2000
Professional Designations
Series 65 licensing
Accredited Investment Fiduciary, AIF®

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

Executive Assistant

Tracy Larmony

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 Customer Service. In 1989, Tracy and her daughter moved to Florida where she began working for Barnett Bank. Her responsibilities included client sales and service. It was with Barnett Bank that Tracy decided to take advantage of advancement opportunities available and enrolled in the General Banking program offered through the American Banking Association. Tracy completed the two year program in 1992 and earned her General Banking degree. After working for Barnett Bank for seven years, Tracy then took a position with Prudential Securities to further advance her financial services career.  She was promoted to Client Service Associate, assisting brokers and their clients before joining Marquis Wealth Management Group. Tracy is responsible for processing of new client accounts, verifying transfers of securities, client service and support, along with a variety of projects.
Career Summary
Executive Assistant, 2005 – present
Administrative Assistant, 2000 – 2005
Marquis Wealth Management Group Client Service Associate, 1997-2000
Prudential Securities Client Sales and Service Associate, 1989-1996
Barnett Bank of Florida
Education
Associates Degree – Business Administration
Nassau Community College, N.Y., 1985 General Banking Degree
American Bankers Association & New Accounts Certification, 1992
Professional Designations
Outstanding Professional Services Training Program – 1989

Financial Planning Assistant

Jamie Hensley

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 keeping up-to-date with client relations. Jamie also handles all marketing and/or public relations events, press releases, and Marquis’ involvement with the United Way of Lee County. Jamie graduated from Florida Gulf Coast University in May 2010 with a Bachelors degree in Communications, and a concentration in Public Relations and Interdisciplinary Studies. In addition to her growing interest in financial planning, Jamie enjoys spending time with her family and updating their current home.
Career Summary
Financial Planning Assistant, 2010 – Present
Administrative Assistant, 2009 – 2010
Marquis Wealth Management Group Fundraising Support Specialist, 2008 – 2009
Harry Chapin Food Bank, Fort Myers, FL
Education
B.A. in Communications with a Public Relations concentration, 2010
Minor in Interdisciplinary Studies
Florida Gulf Coast University, Fort Myers, FL

Associate Financial Advisor

Abbey Shupe, CFP®

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 & Compliance department. Her responsibilities included maintaining up to date financials for the company and assisting with multiple acquisitions, ensuring the company was both financially stable and in compliance with state regulation. Because of a growing interest in the wealth management field, in June of 2014, Abbey decided to move closer to her family and began working for Marquis Wealth Management Group in July 2014 as an Associate Financial Advisor.  She earned the CERTIFIED FINANCIAL PLANNER™ certification in April of 2018. Outside of her growing interest in the wealth management field, Abbey enjoys spending time with her family and friends on Lake June in Lake Placid, Florida.

Career Summary
Associate Financial Advisor, 2014 – Present
Marquis Wealth Management Group Finance and Compliance, 2013 – 2014
Heart of Florida Insurance Group, Deland, FL
Professional Designations
CERTIFIED FINANCIAL PLANNER™ professional – CFP^®
NASD Series 65 License
Florida Life, Health, and Variable Annuity Insurance License
Education
B.B.A. in Finance and Family Enterprise, 2013
Stetson University School of Business
DeLand, Florida

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 on both the Finance Committee and the Endowment Fund Board of the Episcopal Diocese of Southwest Florida. He also serves as Chairman of the St. Hilary’s Episcopal Church Endowment Fund Board. 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 serves on the Board of Advisors to the Stetson University Family Enterprise Center, and is Secretary of the Partnership for Philanthropic Planning of Lee County.

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
Gulf Coast Business Review 40 under 40, 2012