Broker Check

Meet Our Team

Breandan Kelly

Founder-CEO, Director of Investments

breandan.kelly@lpl.com

He has over two decades of experience working in the financial industry. He is focused on improving client outcomes through enriching client education and understanding client expectations.

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Catherine Byrd

Director of Operations

catherine.byrd@fmwmg.com

She has been in the financial industry for seven years where she started out in a large brokerage firm. She is studying finance at Florida Gulf Coast University.

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