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How We Work

We are committed to helping people and doing the right thing.  This works best when the people we work with are open to honest conversation and understand that there will be challenges along the way. We go above and beyond and we’re not your average advisors. Our focus is on being above-average advisors.

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How We Help

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

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Meet Breandan Kelly

Meet the Team

After spending nearly a decade working for multiple large financial institutions and finding that the most important thing to those institutions was not necessarily the client, Breandan Kelly decided to break away from “The Big Banks” to open the Gladstone Fort Myers branch. Breandan is obsessed with improving client outcomes through enriching client education and understanding client expectations.

Breandan believes the most important thing for a client to understand is “What ya’ got, why ya’ got it, and what it might do.” Breandan believes that pursuing an active risk management strategy is the best way for clients to pursue their goals. In his free time, Breandan enjoys being with wife Dana, and their two young children Sean and Avery. Breandan and family particularly enjoy going to Disney World to unwind.

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