Chris Storace, Principle
As an eleven year veteran, Chris attributes his successful client relationships to the skills he learned in the Navy; communication and attention to detail.
In addition to the wide variety of experience and education garnered in his military service, Chris has earned a Bachelor of Science degree in Business Administration with an emphasis in International Finance and is currently enrolled in the Certified Financial Planner course of study which is scheduled to conclude in November of 2014.
An avid fan of mixed martial arts, Chris studies Tae Kwon Do and Krav Maga. Chris works closely with professional athletes including some of the biggest names of the UFC. He is a certified Rescue Diver, plans to earn a pilot's license, and has a goal of striking one bucket list item off his list each year.
Whether you're starting your own business, saving for your dream vacation, or having dreams of dunking on Lebron, Chris is ready to help you do it.
Chris Storace in the News
Practice Management interview in Investor’s Business Daily
Niche Marketing article in Financial Planning Magazine
Advice on Making Loans to Friends and Family published in Money Magazine
Chris Storace is an Investment Advisor Representative (IAR) with Transamerica Financial Advisors, Inc.
Kevin Donnally, Financial Advisor
Clients in our practice come to Kevin for financial advice because Kevin is a family man cherishing the support of his wife Patricia, daughter Heather and son Ryan. It’s this dedication to his family that creates security, knowledge, responsibility and passion. As a 14 year resident of Orlando, Kevin enjoys his role in the community by volunteering to beautify his neighborhood, coaching little league and donating his time to the United Way of America.
Kevin is also an outdoorsman. He loves taking time to fish the inter-coastal waterways in his kayak, golf at the numerous courses throughout Florida and visiting the Florida state parks in the camper.
As a Dream Manager, Kevin has the pleasure of helping clients achieve dreams that may have previously seemed unattainable. Kevin can help you achieve some of life’s greatest goals including home ownership and starting a family while giving you the confidence of security and safety.
Kevin can often be found in front of a BBQ, either tailgating at a University of Central Florida football game or in his backyard enjoying the sunshine.
If it’s important to you, it’s important to Kevin.
Phone us for a time to meet Kevin and start your dream management today.
Katelyn Wright, Administration
Katelyn has extensive experience in providing high quality assistance and administrative support. As the first point of contact at Storace Wealth Services, Katelyn is responsible for the organization of the company.
Katelyn received her Bachelor's degree from the University of California at Davis and has since lived in San Francisco where she has built her work experience in the vibrant and fast paced start up company environment. She enjoys swimming, running, and yoga to keep her focused and driven on a daily basis.
Terry Thompson, Esquire
I like helping people. That is why I'm a lawyer. I went back to law school after a successful engineering and business career because I wanted to helpd defend the most defenseless of our citizens. i.e. the unborn and the elderly. I have done a lot of this type of law work on a pro bono basis and will continue to do so, but I also practice in many other areas.
One of the major focuses of my practice is estate planning. That is a shorthand way of saying planning for what happens to your children, your spouse, your home and your money when you pass away or when you are incapacitated. If you don’t decide what you want done the government will decide for you! (Not a good idea!) I can help you make this an easy and enjoyable process.
Because of my business and entrepreneurial background I have been asked to help many clients with issues in their businesses. I have helped start new businesses, form LLCs and corporations, obtain trademarks, write contracts, negotiate agreements and sell businesses. Many of my clients are small business owners that don’t have a legal department. I act as their legal advisor.
I’m married to my wife Dee. We have three married daughters and six grandchildren.
Take a tour of my web site and if you have any questions or want a free “no obligation” conference just give me a call.
Mark & Danielle Kackley, Realty
Buying or selling a home or investment property? Scratch golfer and local family man, Mark Kackley would love the the opportunity to help you. A former high school baseball coach and science teacher, Mark spends his free time with wife and business partner Danielle and their three daughters. You can often find them on the patio of Pete's Brass Rail & Car Wash in Danville, enjoying the afternoon sun and making the slow crawl toward putting his name on the wall!
View some of Mark and Danielle's current real estate opportunities or email them directly.
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