Guiding your financial wealth,
Shaping your future
Guiding your financial wealth,
Shaping your future
Who We Are
We think differently about wealth management
Maridea is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance.
We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from differentiated capital management, cultivated on a foundation of individualized customer service.
Who We Are
As featured in
Who We Are
We think differently about wealth management
Maridea is a comprehensive financial services firm dedicated to providing clients with objective, thoughtful investment and financial guidance.
We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from differentiated capital management, cultivated on a foundation of individualized customer service.
Business Owners
Philanthropists
Families
Founders
Professionals
Retirees
Individuals
Financial Planning
Financial Planning
Maridea’s clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future.
Investment Management
Investment Management
Maridea offers industry-leding portfolio management services, leveraging diversified strategies to maximize returns while minimizing risk for clients’ investment portfolios.
Insurance & Risk Management
Insurance & Risk Management
Maridea offers comprehensive insurance services to safeguard and enhance clients’ financial portfolios through tailored coverage plans and risk management strategies.
Retirement & Multi-Generational Planning
Retirement & Multi-Generational Planning
Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.
Offering Services
Maridea & our partners have the expertise to address all your financial needs.
Customer Services Comes First
Meet Our Featured advisors
Allison & Marc Gagni
Meet the siblings at the helm of Gagni Wealth Management, Marc and Allison Gagni, co-founders and seasoned financial advisors. With roots dating back to 2007, Marc’s journey in the financial industry began under the mentorship of his father, Marlon. Beyond finance, Marc’s love for cars is rivaled only by his commitment to clients. A proud Texas Tech University alum, Marc brings a wealth of experience and knowledge to every client relationship.
Allison, also a proud Texas Tech graduate, is not just a financial advisor but a catalyst for change in San Antonio through her dedication to empowering women in financial literacy. With experience as a former registered representative of New York Life, she combines her industry expertise with a genuine passion for helping clients achieve financial independence. At Gagni Wealth Management, Marc and Allison blend their unique backgrounds and shared commitment to provide personalized financial guidance that transcends conventional advisory services.
Brian Sheehy
Brian Sheehy is a Senior Investment Advisor at Maridea Wealth with over three decades of experience helping individuals and families plan for their financial futures.
A graduate of Albion College, Brian began his career in 1994 and has since built a reputation for delivering thoughtful, personalized guidance across all areas of wealth management.
His areas of focus include retirement planning, investment advisory, asset allocation, and risk management—each tailored to meet the unique needs and goals of his clients.
Shanna Reed, AAMS®, CDFA®
Shanna Reed is a Senior Investment Advisor at Maridea Wealth Management, with more than 20 years of experience in financial services.
After beginning her career in the corporate world, Shanna’s passion for helping people take ownership of their financial futures led her to become an independent advisor and eventually co-found Heritage Financial Strategies. She holds FINRA Series 7 and 66 licenses, the Accredited Asset Management Specialist℠ (AAMS®) and Certified Divorce Financial Analyst (CDFA®) designations, and is currently working toward her CFP® certification.
Jason Odette
Jason is an Investment Advisor at Maridea Wealth Management with over 25 years of experience in financial planning, investment advisory, and wealth management. He has held key roles at VitalStone Financial, Curian Capital, Sun Life Financial, and HD Vest, focusing on retirement planning, asset management, and life insurance. Jason works closely with clients to develop tailored financial strategies for long-term financial security.
As an investment advisor, Jason holds multiple securities licenses, including the CFP, Series 7, Series 63, and Series 6. He earned a Bachelor of Arts in Business from Ft.
Ken Bauso, CFA, CFP
Ken Bauso is a Senior Investment Advisor at Maridea Wealth Management and Huckleberry Capital Management.
Prior to joining Maridea, he was a Senior Managing Director of Bear Stearns & Co. He joined Bear Stearns in 1995 after graduating from Rutgers University School of Business. Ken was the head of European merger arbitrage and event driven sales and trading desk at Bear Stearns, a position he held until mid-2008.
Mike Padilla
Mike Padilla is a Financial Advisor at Maridea Wealth with nearly two decades of experience helping individuals and families design strategies for budgeting, investing, retirement planning, and managing financial risks.
Before joining Maridea, Mike was the first hire at Hoot Wealth, where he helped build the firm’s advisory capabilities. He previously spent over ten years as a Wealth Advisor at Motley Fool Wealth Management®, serving mass-affluent and high-net-worth clients. Earlier in his career, he developed a strong foundation in risk management and insurance planning at Northwestern Mutual®.
We Seek Excellence
Founded by |
to support financial advisors.
Maridea Health Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
We Seek Excellence
We Invest In|
to make their vision a reality
At Maridea Wealth Management, our pursuit of excellence extends beyond financial expertise; it is the cornerstone of our recruiting philosophy as we seek individuals who share our unwavering commitment to exceptional client care and financial stewardship.