MEET OUR TEAM

Our advisors have decades of experience in the financial services business and the credentials to match. They're committed to helping you and giving back to their communities.

Founding Partners

Craig Phillips, CFP®, AIF

As a founding partner, Craig has 30+ years in the industry. He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis.  For years he shared his expertise on the nationally syndicated radio show “Talking Money”. He is a life long Clearwater native with a knack for finding adventure. 

 Dave Stieh, CFP®

Dave is the resident operations guru. Prior to transitioning to financial services he prepared individual and corporate tax returns giving him a keen eye for detail and helping him develop Client 1st’s holistic approach to financial planning. He was an early adopter of the now many crucial tech tools we use. He constantly looks for ways to make Client 1st better and more efficient at what it does best– serving clients.

Michelle Mabry, CFP®, AIF

Michelle began her career at what is now Ameriprise in 1989. There she realized how much she enjoyed the planning process and helping clients visualize and reach their goals. In 2008, she went independent and hasn’t looked back. Michelle loves to share what she knows and her articles have been featured in the Wall Street Journal, CNBC, and Ivestopedia. 

Craig Phillips, CFP®, AIF

As a founding partner, Craig has 30+ years in the industry. He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis.  For years he shared his expertise on the nationally syndicated radio show “Talking Money”. He is a life long Clearwater native with a knack for finding adventure. 

Michelle Mabry, CFP®, AIF

Michelle began her career at what is now Ameriprise in 1989. There she realized how much she enjoyed the planning process and helping clients visualize and reach their goals. In 2008, she went independent and hasn’t looked back. Michelle loves to share what she knows and her articles have been featured in the Wall Street Journal, CNBC, and Ivestopedia. 

 Dave Stieh, CFP®

Dave is the resident operations guru. Prior to transitioning to financial services he prepared individual and corporate tax returns giving him a keen eye for detail and helping him develop Client 1st’s holistic approach to financial planning. He was an early adopter of the now many crucial tech tools we use. He constantly looks for ways to make Client 1st better and more efficient at what it does best– serving clients.

Shuan Fedder

A native of Indiana, Shaun found his way to Vero Beach working as a Vice President and Wealth Advisor at The Northern Trust Company before transitioning to Client 1st as the Managing Partner for the Vero Beach office. Shaun has extensive experience working with sophisticated estate plans, complicate property transfers, and family trusts and limited partnerships. 

Morgan Mabry, CFP®

Works on all things operations from portfolio management to this fine website. She began her career at Client 1st and dove right into the CFP program. She enjoys problem solving and research aspects of financial planning. When she is not at the office she is probably out running, playing with her pup, or trying to find someone to go out to eat with. 

Linda Robbins 

Linda has years of experience in client services and administration. A New Jersey native, she relocated to Florida in 2002 and became office manager of a small investment advisory firm in Stuart, Florida. After 10 years in the industry she came on with Client 1st in 2013 and now works remotely from the beautiful Rocky Mount, North Carolina. 

Pam Hearn 

At Client 1st, Pam manages the day to day administration needs. She joined the team from Ameriprise where she helped clients with account servicing needs. She enjoys the every day client interactions. Pam is an active member of Hebron Baptist Church. She enjoys spending time with friends and family, and relishing in the time she gets to spend with her grandkids.

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