We are a small, nimble, and experienced team dedicated to earning your trust, striving daily to be ahead of the curve, and striving to deliver high-touch client service.
Meet the Team
Phillip J McKellop, CEO
Following a European upbringing, the son of a US military officer and South Tyrolean mother, at the age of 18, Phillip moved to the United States to pursue what the free enterprise system allowed… pursuit of the “The American Dream”… and many would say he succeeded. With little more than $40 to his name, he began designing a new life for himself.
He began his career in the financial industry over 20 years ago, helping others who were determined to achieve well-being, regardless of the odds. He thinks in truly unconventional ways, with high moral expectations.
Phillip loves mountain biking, boating and free-dive spear fishing. He’s involved with Amazon Xpeditions, Go To Nations’ water well drilling projects and Salvation Army’s Red Kettle Campaign. He speaks fluent Italian.
Phillip has met the requirements by the American College and has the industry-wide recognized designation of Life Underwriter Training Council Fellow (LUTCF). His registration credentials include FINRA Series 24: General Securities Principal, FINRA Series 7: General Securities Representative, NASAA Series 63: Uniform Securities Agent State Law, and is a licensed life, variable annuity and health insurance agent.
We invite you to visit BrokerCheck to view Phillip’s FINRA standing. His CRD# is 2205239.
Trisha Bailey, MBA
Chief Operating Officer
Following careers with the State Department in Seoul, Korea, and a real estate developer, Trisha discovered the financial services industry. She grew up in Plant City, Florida, and was an honor graduate of the University of Florida with a B.S. in Food and Resource Economics, and a minor in Communications. She has earned a Master of Agribusiness Management, and is currently pursuing her doctorate in Econometrics from UF, as well.
What Trisha loves most about her work is helping make difficult concepts easy for people. Friends and clients expect her to give the hard truth- whether they like it or not, with a spoonful of sugar, of course. Phillip refers to her as “the ultimate diplomat”. She has a desire to empower and enlighten people. She believes life is challenging enough, without being overwhelmed by one’s financial picture.
She enjoys adventure racing, international mission trips, surfing and reading. She’s involved with City Rescue Mission’s Birthday Bash, The National FFA Foundation’s Impact 100 and FFA GO: Africa, Act4 The Nations’ Mission Team, Salvation Army’s Red Kettle Campaign, Go To Nations and Hillsborough County Farm Bureau. She speaks conversational Spanish and studies Mandarin Chinese and Portuguese.
Trisha holds the FINRA Series 24: General Securities Principal, FINRA Series 7: General Securities Representative, NASAA Series 66: Uniformed Combined State Law, and is a licensed life, variable annuity and health insurance agent.
You can view her FINRA standing at BrokerCheck. Her CRD# is 4841515.
Client Service Specialist
As Verso’s Client Service Specialist, Susan embodies a spirit of excellence.
Susan brings a lifetime of experience to Verso. She was the valedictorian of her university graduating class, which shows her aspiration to be the best. She has worked in the pharmaceutical, technology, and financial services industries which means she has a broad perspective and doesn’t do things because that’s how they’ve always been done. She has been a business owner, so she knows the importance of attention to detail and follow-through. Most importantly, she was a servant and care-giver in the last years of her Mom’s 99 years of life.
Susan and her family are Verso clients. Phillip and Susan have known each other since the late 1990s. Not only is she accustomed to the Verso client experience, but she has worked to enhance it by bringing efficiency and tenacity in solving client issues.
Susan is an avid tennis player and is involved in Redeemer Church. She loves her Italian convertible, chardonnay, and her Ponte Vedra Beach life surrounded by fun friends.