Meet the Team

A dedicated team, with one mission – great outcomes for our clients.

At Cambria Wealth Management we know that retirement is the biggest financial decision most people will ever make. It is the accumulation of a lifetime of work and experience, and the decisions you make as you approach and transition into retirement can have long-lasting and sometimes irreparable consequences.

Justin Rees

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. Justin then attended the University of Florida where he earned his Bachelor’s degree in Agricultural Engineering and was honored to be named as the graduation speaker for the College of Engineering commencement, speaking in front of more than 7,000 attendees.

Justin’s transition to the financial services industry came after he earned his MBA at the University of Florida, specializing in financial strategy and investment analysis. He applied his knowledge of financial markets and valuation strategies first in the investment banking sector of the industry, where he provided securities research and market analysis on several large corporate acquisitions, cross-border mergers and public-market transactions.

Justin combined this intensive training in the corporate finance industry with his desire to help individuals and families pursue their financial goals when he transitioned into wealth management more than a decade ago. By building comprehensive financial plans for clients and guiding them as they live out their retirement journeys, Justin is able to combine his passions for creativity, analysis, design and educating clients into one role. Justin’s background and training are integrated into the planning and investment strategies at the core of the Cambria Wealth culture. His attention to detail and focus on process are evident in the client service experience and the day-to-day operations of the firm. And his adherence to core values of honesty, integrity, discipline and excellence show in both the big decisions and small details at Cambria Wealth.

In his free time, Justin also enjoys continuing to explore his Agricultural Engineering background by working on his small “hobby farm” just east of Sarasota. He also enjoys Crossfit, reading, cooking and barbequing, and other experiences in nature, including running, visiting local parks and enjoying the beautiful beaches of Sarasota.

Roman Spear
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.

Much of Roman's career has been spent supporting both clients and advisors. As a Regional Director at Vestwell, he consulted with financial advisory teams across the country on delivering 401(k) guidance to their business-owner clients, giving him broad insight into the practices that distinguish strong service. Later, as a VP Financial Consultant at Charles Schwab, he worked directly with individual investors, helping them translate market complexity into clear, actionable decisions.

These two vantage points, one advising the advisors and one advising the investor, inform how he approaches client relationships today.

Roman earned his Bachelor of Science in Biology from Florida State University, a background that developed his analytical approach well before he entered finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter®, credentials that reflect his expertise across comprehensive planning and risk and insurance strategy.

A native Floridian, Roman lives in Sarasota with his wife, Morgan, and their children, Capri and Monroe. Outside of the office, he enjoys camping, CrossFit, reading, and, most recently, working to improve his standing on the Peloton leaderboard.

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.

Prior to joining Cambria Wealth Management, Kayley owned and operated a successful small business specializing in custom, curated charcuterie boards. She hosted interactive workshops and cultivated a strong online community by sharing her passion for food and hospitality through creative social media content. This entrepreneurial experience strengthened her skills in client engagement, event coordination, and creative presentation—qualities she now brings to the world of wealth management.

Originally from Philadelphia, Pennsylvania (go Birds!), Kayley earned her degree in Business Management from West Chester University. In 2024, she relocated to Sarasota with her family and shortly thereafter welcomed her first son. Outside of work, Kayley enjoys beach weekends with her family and caring for her two cats.

Kayley’s approachable nature, attention to detail, and genuine care for others make her a valued member of the Cambria team and a trusted resource for clients.

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. She is known for her ability to anticipate needs and create an environment where each client feels comfortable, cared for, and truly seen.

With a lifelong interest in finance and a curiosity around money and investing, Justine was drawn to a path where she could combine her client-centered approach with a desire to serve others in a more meaningful and lasting way. This calling ultimately led her to wealth management.

Originally from Pittsburgh, Pennsylvania, Justine holds a Bachelor of Science in Psychology with a concentration in Neuroscience, bringing a unique understanding of human behavior to her work with clients. She is dedicated to continuous growth and takes pride in contributing to an experience where clients feel confident, valued, and exceptionally well cared for.

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 his academic studies and personal investing experience. He is eager to spend the summer with Cambria Wealth Management gaining firsthand exposure to portfolio construction, investment analysis, financial planning, and client relationships.

As a collegiate athlete, Carter has cultivated a deep appreciation for discipline, consistency, teamwork, and time management, qualities he applies directly to his work with clients and colleagues. He is particularly interested in understanding how successful advisors build trust with clients, communicate complex financial concepts, and create long-term strategies that help individuals and families achieve their financial goals.

Having spent much of his life visiting Longboat Key with family, Carter is excited to spend the summer on Florida's Gulf Coast working alongside experienced professionals and applying his skills in a real-world wealth management setting.

Outside of academics, athletics, and investing, Carter enjoys spending time with family and friends, traveling, and exploring topics across business, finance, and personal development.

Your Team of Experts

Cambria Wealth Management partners with a team of professionals who are committed to serving client needs in every aspect of the financial planning process. Our local relationships with tax, estate, insurance, banking, real estate and legal professionals ensure that you will have a full team there for you whenever you need them. We work closely with this trusted team of local affiliates, but can also integrate into your existing professional relationships.

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