Meet the Team
“As each has received a gift, use it to serve one another as good stewards of God’s varied grace” - 1 Peter 4:10
Tryssa Pacciulli
Founder & Financial Advisor
Tryssa Pacciulli is the Founder & Lead Financial Advisor at Your Financial Legacy. After spending 15 years in the financial services industry working for a Fortune 500 company and a couple Wealth Management firms, she felt God calling her to start a values based financial planning practice. Tryssa knows the impact that solid financial advice can have on someones life so because of this, she believes that everyone deserves access to an independent, fiduciary, Financial Advisor. No matter what stage of life you are at, whether its just getting started, getting ready to retire or already enjoying your retirement years, she created Your Financial Legacy just for you!
Throughout Tryssa's career she has focused on educating her clients about the value of financial planning and helping to chart a path to their goals. Mrs. Pacciulli has worked extensively with employees at the University of Florida, the Department of Corrections, FHP, various county school boards and other state agencies throughout North Central Florida. Well versed in the Florida Retirement System, she is able to provide counseling on the Pension Plan, Deferred Retirement Option Program (DROP) & FRS Investment Plan. She also brings with her a wealth of knowledge on employer sponsored plans, such as the 457b Deferred Comp, 403b Retirement Savings Plans, the Optional Retirement Plan (SUSORP) and many more.
Tryssa is originally from Brazil, grew up in Miami, then came to Gainesville for college. She is quite passionate about her calling as a Financial Advisor, because as a child she saw first-hand how a lack of guidance and financial planning can affect a family for generations. Tryssa made it her personal mission that her career be focused on providing financial guidance, graduating from the University of Florida with a degree in finance in 2008. She has also devoted much time and energy in acquiring multiple investment licenses over the years. Tryssa is very involved with the local community and with her church. She has volunteered in numerous ways, by mentoring youth, providing financial literacy in schools and teaching at Westside Baptist Church. Tryssa has taught Dave Ramsey’s Financial Peace University for 10 years and has completed the Ramsey Financial Coach Master Training.
Tryssa’s heart lies in serving people, whether through behavioral finance or on mission trips. Trilingual with Spanish, Portuguese and English, she has served numerous times as a translator and volunteer on medical and dental mission trips in the indigenous villages of the Amazon Basin. Tryssa is married to her high school sweetheart, Johnny and they have two little girls. She loves being out on the water, listening to audiobooks and spending time with family.
Isabela Picoli
Administrative Assistant
Isabela Picoli serves as the Administrative Assistant at Your Financial Legacy. She is originally from Brazil, but has lived in Florida for over half of her life. During her childhood, she saw her parents handling money in a healthy and responsible way, always living at or below their means, which helped shape her view of money. In high school, at her father’s direction, she enrolled in the Academy of Finance, a 4-year magnet program at her school, where she was introduced to finance and learned basic financial principles.
While earning her B.S. in Biology at the University of Florida and the years following her graduation, Isabela came across people her age who considered making unwise financial decisions due to their lack of basic financial knowledge. She realized just how important her parents’ example and the basic financial principles she learned in high school had been to her life, and how beneficial it is to learn these principles at a young age. This led to her desire to help people, especially the younger generation, to be financially literate and have good money habits.
Outside of work, Isabela is involved in International and Children’s ministry through her church and has served on mission trips to the Amazon River Basin as a Vacation Bible School leader and Portuguese translator. She also enjoys going to the beach, visiting extended family in Brazil, and spending time with her parents and twin sister.
Brian Kelly
Financial Paraplanner
Brian Kelly is the Financial Paraplanner at Your Financial Legacy. Born and raised in Orlando, he understood the value and importance of financial literacy through his different experiences in high school. Firstly, working as a Volunteer Income Tax Assistance Preparer, then interning for Florida Prosperity Partnership, a non-profit that provides economic security through a statewide coalition of organizations, and finally graduating from an esteemed Academy of Finance magnet program.
Brian came to Gainesville to study at the University of Florida where he is currently pursuing his master’s degree in Information Systems and Operations Management alongside his B.S. in Finance at the University of Florida. Through his studies, he hopes to efficiently integrate the data science technology of information systems within the financial services allowing him to better help others.
Beyond the workplace, Brian enjoys all the amenities and opportunities the University has to offer such as competing in intramural flag football and softball, bowling for the club bowling team, serving on the Management committee and as a Counselor for Kesem, an organization that supports children through and beyond a parent’s cancer, and living a healthy lifestyle utilizing the university gym.
Compliance Back Office - Inspire Advisors
Aaron Moon
Chief Compliance Officer
Aaron serves as the Chief Compliance Officer & Chief Operating Officer of Inspire Advisors. Inspire Advisors works with independent financial planning practices all across the country, such as Your Financial Legacy, on industry compliance regulation. Aaron ensures that all the firm’s activities are aligned, organized, efficient and compliant. Aspiring to use business as ministry, Aaron joined the management team at Inspire in 2015 as operations were beginning to form. Having a background in financial advising and an MBA from Biola University, Aaron is passionate about using his training and education to inspire change in the world through the way people invest their money.
We Work For You
Our priority is to help you achieve your financial goals. We do this by talking through your personal situation, learning about your dreams and understanding your comfort level with investing. We spend a lot of time educating our clients and empowering them to reach their financial goals, while leaving a legacy for generations to come. We absolutely love what we do and are honored that we get to walk alongside clients on their financial journey. We know that financial planning is not a one and done process, it takes years of intentionality and we want you to know that we will be here to walk you through it all, each step of the way.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help you better prepare for the future. If you are looking for a compassionate team of professionals to guide you, we would love the opportunity to meet you and work with you!