As a seasoned financial advisor, having begun my career in 2001, I specialize in providing tailored investment planning advice to high-net-worth families. I've dedicated myself to collaborating with clients to create long-term, diversified investment strategies that align with their unique goals. To do so I strive to ensure seamless coordination with my clients' estate planning, investments, and taxes by working closely with their other specialized professionals.I earned my CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 2005, following my graduation with a bachelor’s degree in finance from the University of South Florida in 1999. Before founding Keybridge Wealth Management, I spent 20 years honing my expertise in finance and investment planning by associating myself with a nationally recognized financial services firm.I focus on assisting wealthy families with generational wealth planning, particularly executives nearing stock options vesting and pre-retirement phases of their careers.I am dedicated to recruiting the next generation of advisors to ensure longevity and effective succession planning at my firm and in the financial services industry. I support a scholarship initiative at the University of South Florida focused on students wanting to become financial advisors, personally donate to the Honors Scholarship initiative, and frequently speak at women’s events, with a particular focus on healthcare topics.I am deeply involved in my community. I serve as Chairman of the Board of Directors for the Morton Plant Mease Health Care Foundation and am a past co-chair of the Skip Cline Leadership Society. I also contribute as a member of the Financial Counseling Services Society of the Morton Plant Mease Health Care Foundation and, have been a “Big Sister” with with Big Brothers Big Sisters.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Keybridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who complete the CFP Board's initial and ongoing certification requirements.Insurance License Number OH40571