PROVIDING CUSTOMIZED SERVICES

FOR DISCERNING CLIENTS

Mike Kanner

President

John Jennings

Financial Advisor

Emily Smith

Director of Client Services

Norman Wells

 Financial Advisor

Garrick Cashatt

Financial Advisor

Keith Lambert

Relationship Manager

KEITH LAMBERT

Relationship Manager

 

Keith Lambert is our Relationship Manager with The Kanner Group. Keith is an integral part of the Kanner Group’s planning team and assists clients in formulating a plan that is personal to them because he recognizes that there is no “one size fits all” financial plan.  His process starts by developing a thorough understanding of client’s current financial resources. From there, he helps identify each client’s goals that are important to them. Keith then constructs an actionable plan consisting of long-term savings, investment and tax strategies that are optimized to provide clients with a simplified road map to achieving their long-term goals. Finally, Keith assists our team by ensuring that clients are consistently in line with their long-term plan and on track to meet their goals.

A Vero Beach native, Keith graduated from Master’s Academy before receiving his Bachelor’s in Finance from Southeastern University. In his spare time, you will find Keith spending time outdoors and staying active at the gym or on the beach. He enjoys living in Florida where he spends time with close family and friends. Keith is a member of The Hundred Club here in Indian River County and takes pleasure in finding ways to give back to his local community.

KEITH LAMBERT

Relationship Manager

 

Keith Lambert is our Relationship Manager with The Kanner Group. Keith is an integral part of the Kanner Group’s planning team and assists clients in formulating a plan that is personal to them because he recognizes that there is no “one size fits all” financial plan.  His process starts by developing a thorough understanding of client’s current financial resources. From there, he helps identify each client’s goals that are important to them. Keith then constructs an actionable plan consisting of long-term savings, investment and tax strategies that are optimized to provide clients with a simplified road map to achieving their long-term goals. Finally, Keith assists our team by ensuring that clients are consistently in line with their long-term plan and on track to meet their goals.

A Vero Beach native, Keith graduated from Master’s Academy before receiving his Bachelor’s in Finance from Southeastern University. In his spare time, you will find Keith spending time outdoors and staying active at the gym or on the beach. He enjoys living in Florida where he spends time with close family and friends. Keith is a member of The Hundred Club here in Indian River County and takes pleasure in finding ways to give back to his local community.

Mike Kanner

President

John Jennings

Financial Advisor

Emily Smith

Director of Client Services

Norman Wells

 Financial Advisor

Garrick Cashatt

Financial Advisor

Keith Lambert

Relationship Manager