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.
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.
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.