Carter Hansen

You’re making good money. So why does it still feel like you’re always behind? You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now. You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way. That’s where I come in. I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances. Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like. Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours. If you’re tired of carrying the weight of it all alone, I’ve got you.

Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.

Evan Eastman is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, retirement planning, portfolio management, and tax minimization. With over thirteen years of industry experience, he has dedicated his career to serving business owners, executives, and high net worth families. Evan's background includes hosting financial strategy seminars and retirement planning sessions for corporate executives and their employees nationwide. Evan holds a Bachelor's Degree from the University of South Florida and has completed an Accredited Certificate Program at the Yale School of Management. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team emphasize an integrated and customized approach to wealth management, staying current with market conditions, tax laws, and innovative strategies to support clients’ unique financial goals. Beyond his professional pursuits, Evan participates actively in community organizations such as the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. He is also involved with various clubs and civic groups. In his personal time, Evan enjoys boating, cooking, dancing, music, reading, singing, swimming, traveling, and spending time with his family.

Dino Jambresic is a Planning Consultant at Fidelity Investments, where he guides clients through their financial planning needs. He collaborates closely with clients to develop plans tailored to their goals, time horizons, and investment requirements. Dino emphasizes building strong client relationships through close collaboration. He has been with Fidelity Investments since 2010, holding various roles including Relationship Manager, Financial Representative, Retirements Specialist, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects his extensive experience within the firm and expertise in financial planning. Outside of his professional work, Dino enjoys cooking and baking, exploring food, attending social events with friends, watching movies, spending time with pets, and playing soccer.

Luke Morris is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He works with a diverse client base including professionals, business owners, and retirees to address their unique financial needs through customized planning aimed at protecting, preserving, and growing their assets. Luke's career in the financial industry began in 2007 and includes roles such as Financial Consultant and Investment Representative at Fidelity Investments, Senior Associate at John Hancock, Financial Advisor at Levin Financial Group, and Risk Associate at Capital One Auto Finance. His experience spans various aspects of financial consulting and investment management. Outside of his professional role, Luke enjoys activities such as boating, golfing, snowboarding, traveling, outdoor adventures, and exploring culinary experiences.

Nick Redhead is a Financial Consultant who focuses on helping clients simplify their financial lives by developing strategies to accumulate, preserve, and transfer wealth. He works closely with clients to understand their needs and build financial confidence through personalized guidance and ongoing partnership. Nick has experience as a Financial Representative at Charles Schwab from 2022 to 2023 and served as a Financial Consultant partner at Equitable Advisors from 2019 to 2021. Outside of his professional work, Nick has personal interests in fitness, food, football, golf, and movies.