At Cassandra Smalley Wealth Management we work with women business owners and high-achieving professionals to take the stress out of finances so that you can focus on your zone of genius and what matters most to you. We focus on the unique needs of women building wealth with the mission to help close the gender wealth gap and empower you to design your best life. Cassandra has helped thousands confidently take the leap from career life to retirement dream. Finances are deeply personal, but your goals are uniquely yours and do not need to fit into the traditional retirement ideals sold by the financial advice industry. Recognizing that women deserve more authentic connections with advice that is better aligned with their personal values, Cassandra’s practice gives you true one-on-one support to help you achieve success. Her areas of expertise include retirement planning, small business retirement plans, college planning, investing, tax planning, insurance needs, Social Security optimization, inherited wealth and life transitions, estate planning, employee benefits optimization, and strategies for business owners. With 20 years in financial services and seeing first-hand how critical it is for women to be engaged in financial planning conversations, Cassandra felt called to publish a book based on her experiences. Through stories in "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life," finances become more approachable, relatable, and applicable to the unique challenges women face. Topics range from career, motherhood, relationships, elder care, gender wealth gaps, life transitions, retirement needs, setting our kids up for success, creating a lasting legacy, and most importantly, building the joyful life you deserve. Cassandra is the proud mother of two daughters and is still in the very busy stage of sports mom life (from gymnastics to basketball, swim team, and Girl Scouts) and enjoying every moment. In her downtime, she enjoys visiting the nearby springs to paddleboard, kayak, explore nature, and tube down the river with her family. Accolades and recognition: Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine and Top Wealth Advisor Moms 2017-2020. Located in St. Petersburg/Clearwater/Tampa Bay area, Cassandra serves clients virtually across the US.

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.

James Lee is the founder and President of Lee Investment Management. James began his career with Federal Filings, Inc., a Washington DC-based financial news and research firm. James researched and analyzed legislation and regulations coming out of the nation’s capital and informed institutional investors on their impact on individual companies and industries. James helped to build the privately-held company and was a shareholder when it was acquired by Dow Jones Inc. James started Lee Investment Management in 1998 to provide clients with independent financial planning and investment advice. He now serves the needs of individuals, families, businesses and retirement plans. James earned his Bachelor of Arts Degree in Economics from the University of Virginia. He has taken post-baccalaureate coursework in the areas of Retirement Planning, Investments, Insurance, Employee Benefits, Tax Planning and Estate Planning. James is a CERTIFIED FINANCIAL PLANNER™ Professional. James believes strongly in the value of the financial planning process and has given back to the profession by actively participating in the activities of the Financial Planning Association®. James currently serves as Past President of the national board of directors of the Financial Planning Association®, the principal membership organization for CERTIFIED FINANCIAL PLANNER professionals and those who support the financial planning process. James is also a member of The National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of Fee-Only Financial Advisors. In addition to his work with the FPA, James has volunteered for a number of charities and boards. He has served on the on the Board of Directors of The Prevention Council, Saratoga Arts, and the Saratoga Youth Lacrosse Association. James is also the Administrator of the Town of Greenfield, NY’s Economic Development Revolving Loan Fund. He has previously served on Greenfield’s Planning Board and Board of Assessment Review. Barron's has named James one of "10 People to Watch in Wealth Management" in 2023. The Saratogian Newspaper has named James one of “Forty under 40” and a “Person Who’ll Make a Difference.” James is also a graduate of the Saratoga County Chamber of Commerce’s Leadership program. In his spare time, James enjoys spending time with his family, playing golf, skiing and relaxing on beautiful Lake George.