Meet Our Team

Kesia Sondrini

Director of Advisor Relationship Management

Kesia brings nearly 20 years of experience within the Financial Services Industry having held key leadership roles at two of the world’s largest global banks, Wells Fargo, and HSBC. While in her role at these major institutions, she forged a track record of exceptional performance, coaching and leading.

It is Kesia’s determination, drive for excellence and no-nonsense approach that has earned her the respect of her colleagues, subordinates, and superiors.

Kesia carries her winning style seamlessly from the office to home, taking great pride in her role as a “super mom” and wife to her two daughters Nadia (12) and Alexandra (8) and her husband of 13 years Todd. Kesia carries her competitive spirit onto the courts as an avid tennis player and ladies club champion within her community of Olde Cypress.

Kesia holds a Bachelor of Science degree in Finance from the University of Massachusetts, Dartmouth.

Phone: 239-330-4190

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales