Parady Wealth Management

Matthew Smith is a financial advisor at Parady Wealth Management with Series 63 and Series 65 credentials and over nine years of industry experience. His prior roles include positions at Allianz Life Insurance Company of North America and Questar Capital Corporation. Parady Wealth Management provides discretionary investment management and third-party manager selection to individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios managed through a sub-advisory relationship and serves a high client volume per advisor while also offering affiliated insurance and tax preparation services under separate agreements.

Kathleen Laseter is a CFP® professional with 11 years of experience at Blueprint Wealth Management, LLC dba Parady Wealth Management. She has held various roles within affiliated entities including Parady Financial Group, Inc. and Parady Tax Solutions LLC. Laseter is also the owner of Kathleen Laseter CPA, LLC, a certified public accounting firm focused on income tax return preparation and accounting. She serves as an Investment Advisory Board Member for The Redemptorists of the Baltimore Province. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios managed through a sub-advisory relationship, and is notable for its integration with affiliated insurance and tax/accounting services offered under separate agreements.

Kelly Burkhead is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Parady Wealth Management. She has worked with the firm and its affiliated entities since 2012, including roles at Parady Investments, LLC and Parady Financial Group. Burkhead is also the Vice President of Sales at Parady Financial Group, a licensed insurance agency where she prepares and presents retirement income strategies. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios and a sub-advisory relationship to deliver portfolio management at scale, supported by affiliated insurance and tax preparation services offered through separate agreements.

Andre Baldo is a financial advisor at Parady Wealth Management with a Series 65 designation. He has been with the firm since 2025 and has prior experience with Risk Strategies and Arsenal Insurance Management. Outside of his advisory role, he serves as a Program Business Analyst at RSC Insurance Brokerage, Inc., the parent company of Parady Wealth Management. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios managed by CreativeOne Wealth Management and is notable for its high client-to-advisor ratio and formal affiliations with insurance and tax service providers.

Jared Vock is a financial advisor at Parady Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo, and Merrill Lynch. Outside of his advisory role, Jared is a licensed insurance agent with Parady Financial Group. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios managed through a sub-advisory relationship and offers additional insurance and tax preparation services through affiliated entities.