Broker Check


Meet Our Team

Breandan Kelly

Sr. Managing Partner

Breandan.Kelly@365WealthPartners.com

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

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Catherine Byrd

Chief Operating Officer/Managing Partner

Catherine.Byrd@365WealthPartners.com

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

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Joseph Mastroianni

Sr. Managing Partner

Joe.Mastroianni@365WealthPartners.com

"A wise man has money in his head but never in his heart" - Jonathan Swift - This is a great way to describe the way I help clients prioritize what's important to them and how to use the resources they have to live to the fullest and...

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