Justin Rees, CFP®
President & Senior Wealth Advisor
A veteran of the financial services industry, Justin prides himself on delivering a world-class experience to everyone who walks in the door at Cambria Wealth Management. As President and Founder of the firm, Justin brings his talents from a diverse background into every element of the client experience.
Born and raised in Sarasota, Florida, Justin benefited from top-tier educational opportunities provided in the area, attending Pine View and excelling as the top-scoring graduate of the inaugural class of the International Baccalaureate program at Riverview High School...
Roman Spear, CFP®, CLU®
Operations Manager & Wealth Advisor
Roman holds a dual role at Cambria Wealth Management, overseeing the firm's day-to-day operations while also working directly with clients as a Wealth Advisor. The combination suits him well: he is equally focused on building the systems that keep the firm running efficiently and on working with clients to plan for their financial futures. That dual perspective, both behind-the-scenes and client-facing, allows him to identify where the planning process can be made clearer, simpler, and more responsive for Cambria Wealth clients.
Kayley Burnett
Client Relations Specialist
As a Client Relations Specialist, Kayley brings empathy, organization, and creativity to every client interaction. Often the first friendly voice clients encounter at Cambria Wealth Management, she ensures each experience is warm, seamless, and personalized. Her commitment to attentive service and clear communication helps foster lasting relationships built on trust and understanding.
Justine Pollack
Client Experience Specialist
As a Client Experience Specialist, Justine plays an integral role in delivering a seamless, high-touch client experience. She brings a thoughtful, detail-oriented approach to her work, ensuring that every interaction is handled with care, presence, and purpose.
Her background in luxury hospitality shaped her belief that exceptional service is not only about precision and organization, but truly starts on a personal level.
Carter Kegle
Wealth Management Associate
Carter Kegle is a rising junior at Rollins College in Winter Park, Florida, where he is pursuing a degree in Finance. Carter is also a member of the Rollins Men’s Swimming Team and serves on the Business Student Leadership Council.
Originally from East Grand Rapids, Michigan, Carter brings a strong foundation in investing, financial markets, and wealth management built through both...
