Broker Check


Meet Our Team

Breandan Kelly

Managing Partner

Breandan.Kelly@365WealthPartners.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

Chief Operating Officer

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

Managing Partner

Joe.Mastroianni@365WealthPartners.com

"A wise man has money in his head but never in his heart" - Jonathan SwiftThis 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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Chad Stine

Managing Partner

Chad.Stine@365WealthPartners.com

My name is Chad Stine. I’m transitioning out of the field of medicine and into the FMWMG I grew up In Louisville, KY until elementary school when the economy forced my dad, a union welder, to relocate us to Florida. Although we...

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