Capella Financial Group
Phillip Laird
NPN: #18879900
I’m driven to provide my family with the things I never had growing up. Following the passing of my dad when I was just two years old, my childhood was far from picture-perfect as my mom and I struggled to piece life together. Financial planning was the furthest thing from our minds as we depended on outside assistance simply to make ends meet. From this lowest point, I built the life skills and familial bonds that sustain me to this day.
I’m fortunate to be able to bring my personal experience and values to the work that I do for others every day. Choosing who to work with when it comes to planning your financial future is not a decision to be made lightly, and I approach my role with the greatest degree of respect and responsibility. I take pride in treating each client like my own family, and am invested in securing your financial success.
My central goal is to provide you with reassurance and support as we work together to build a financial plan that will help you achieve your goals. The guidance I provide reflects what I would design for my own family, not a simple calculation of what makes sense on paper. I will do my best to take care of you when you need it the most.
It has been a long road from my beginnings to where I am today, and I have dedicated my career to helping others realize their aspirations. Through my background, I am able to relate to clients from a wide range of backgrounds and financial savvy. I understand that when you choose to work with me, you are investing your time and trust as well as your money. Together, we will develop a road map that shows you exactly what to do to help you get exactly where you want to go.
If you are looking for a partner in planning your financial future, would like to schedule a consultation, or are pursuing a career in financial advising, I would love to speak with you!
Jonathan Hardie
NPN: #18189599
As a first-born American citizen, my main focus is on generational wealth and legacy planning.
The son of a Jamaican father and Haitian born mother, hard work, education, and respect for my elders was engrained in me from an early age. As such, when my grandparents began passing away, it surprised me that my parents needed to take on such a large financial burden.
It wasn’t until my mother-in-law passed, that I got my firsthand experience in the ramifications of having assets, without a plan.
With an initial background in R&D Chemistry, attention to detail has always been important to me. And with new realizations and understanding of the financial and legal systems, I decided to focus that same energy into making sure the rest of my friends and family have a true financial plan.
Though the passion I have for research and development will never disappear, I’ve found planning for people to be much more rewarding than planning for patents.
My core tenant is that our parents and grandparents gave a lot to get us here; it is our job to make sure we do our best to pass it on.
Ryan Rotunno
NPN: #19989845
For the majority of my life, I have called Yardley, PA, home—a charming town located just forty minutes north of Philadelphia. Growing up amidst a bustling household with three siblings and hardworking, working-class parents, I learned the importance of resilience and determination from an early age. In 2013, I decided to embark on a new chapter and migrated southward to Florida in pursuit of fresh opportunities.
Throughout my upbringing, my parents crafted an extraordinary life for our family. Witnessing firsthand the profound sense of tranquility, stability, and honor that stems from effective financial planning, budgeting, saving, and investing deeply resonated with me. This revelation became the catalyst for my decision to enter the financial services industry. My driving force is to empower individuals, akin to my own parents, by helping to instill confidence in their financial well-being and providing unwavering security for their loved ones.
As a financial professional known for my multigenerational approach, I have the privilege of assisting a select group of clients and their families. Together, we navigate the intricate path of planning, tailored to reflect their unique life circumstances and long-term aspirations. Guided by an unyielding passion, I am devoted to delivering sound planning and value-added services that help pave the way for the achievement of their most cherished goals—goals that hold immense significance not only for themselves but also for their families and future generations.
Embracing a comprehensive approach, I address the fundamental pillars of wealth: investments, credit liabilities, risk management, and trust and estate planning strategies. By encompassing each of these aspects, I help to provide my clients with a holistic and personalized roadmap toward success, leaving no stone unturned in helping them to securing their financial prosperity.
Today, my commitment remains resolute in educating and inspiring as many individuals as possible to seize control of their finances. I firmly believe that financial literacy holds the key to unlocking a brighter future for all. Through my unwavering dedication, I aspire to impart my wealth of knowledge and expertise, empowering individuals from diverse backgrounds to embark on a path of financial independence and fulfillment.
Should you be seeking a consummate professional who combines extensive financial acumen with an authentic zeal for assisting others, I am here to guide you. Together, we will navigate the intricacies of financial planning, helping to enable you to achieve the liberty and serenity you rightfully deserve.
