Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.





Team

Kaity Muray

Kaity Muray

Practice Manager,

Client Concierge

Personal Intro

Kaity was born and raised in Tampa. She came to us after working in management in the food service industry, wanting to expand her professional horizons. When she’s not at work Kaity enjoys reading, painting, sculpting, crafts, DIY’s (anything that allows her to express herself creatively) as well as spending time with her 2 cats and her fianc� Quinn.

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Aviana McDaniel

Aviana McDaniel

Client Service Specialist

Personal Intro

Aviana McDaniel is currently working towards a master's degree! She started working at Ameriprise to learn about business and expand her professional skillset. When not at work, Aviana enjoys spending time with her family on their small horse farm.

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