Detailed planning is OUR CORE CAPABILITY

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and resolving any gaps that may have previously been overlooked.

Meet our Financial Team

Winfield S. Smathers
Winfield Smathers, AIF®
Managing Director, SBWM Financial Advisor, RJFS
Kathleen O. Kartsonas
Kathleen Kartsonas, CFA®, RJFS
Managing Director, SBWM
C. Reed Natali
Reed Natali, CFA, CFP®, CAP®
Financial advisor
Kyle D. Balliet
Kyle Balliet, CFP®
Financial Advisor
Ashby Daniels
Ashby Daniels, CFP®
Financial Advisor
Mark S. Summers
Mark Summers, AAMS®
Financial Advisor
Dena R. Karsin
Dena R. Karsin
Operations Manager Financial Advisor
Stacy Brown
Rachel Koller
Professional Client Associate
Rachel Koller
Stacy Brown
Administrative Assistant

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

LET’S FOLLOW WHERE YOUR ASPIRATIONS LEAD

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

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Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.