As we prepare to close out another remarkable year, we want to express our deepest gratitude for your continued trust and partnership. At FourFront Wealth Management, 2025 was marked by meaningful expansion, strategic investments, and an unwavering commitment to the clients and families we serve—across 26 different states and counting.
🌟 Welcome Nolan Lewis, CFP® to the FourFront Family
We’re thrilled to introduce Nolan Lewis, CFP®, who brings eight years of experience in holistic financial planning to our growing team. A Philadelphia native and graduate of Syracuse University, Nolan recently relocated to Lakewood Ranch, Florida, where he is playing a key role in expanding our presence in the Southeast.
Nolan joins us with his own book of business and will also begin working with a select group of FourFront clients to deepen our personalized planning and relationship-driven service. He recently became engaged to his fiancée, Elizabeth, and we are excited to welcome them both to our broader FourFront community.
🧭 Strengthening the Team Behind the Scenes
As we grow, so does our commitment to excellence behind the scenes. This year we proudly:
- Advanced Tom Kazalski’s development toward his CFP® designation through continued coursework at The American College. Tom has become a planning technology expert within the firm, leading key integrations and serving as a go-to resource for our evolving FourFront MoneyMap planning system. He now works directly with select clients to craft more comprehensive, goal-driven plans.
- Appointed Jill Sherman to lead Wealth Management Operations. In this expanded role, Jill works closely with our partners at AssetMark and Cambridge Investment Research, helping ensure your portfolios remain aligned, responsive, and optimized for the future.
- Celebrated Michele Carrano, whose work in client service is foundational to your experience with us. Michele continues to lead our “Client Obsession” Department, ensuring that your needs remain at the forefront of our daily actions.
- Welcomed Alicia Easley as Executive Assistant to Adam Kazalski. Based in Little Rock, Arkansas, Alicia helps Adam manage firm-wide priorities so he can focus both in the business and on it - expanding our capabilities while keeping our service intimate and personalized.
🤝 Building Bonds, Not Just Business
Although we operate in a remote-first environment, we know the value of in-person collaboration. That's why our team gathered in December for a 3-day strategic retreat - a time for deep planning, shared vision, and shoulder-to-shoulder team bonding. While geography may separate us today, our connection to each other - and to you - has never been stronger.
We continue to close the distance with thoughtful communication, seamless technology, and a shared culture of responsiveness. Whether you work with us from the Southeast, the Northeast, the Midwest, or anywhere outside of our physical locations, know that you are part of a community that values presence over proximity.
🚀 Strategic Vision & Growth
In 2025, Adam Kazalski expanded his leadership as the President of the Exit Planning Institute Sarasota Chapter, convening a local network of professionals who support business owners in value-building and succession planning. He continues to collaborate with industry leaders, including our colleagues at AssetMark, to develop advanced strategies in exit, estate, and legacy planning.
🧡 Thank You
We are grateful for your continued trust in FourFront Wealth Management. Our promise to you is simple: to keep growing, innovating, and showing up-wherever you are-with the integrity and care that brought you here in the first place.
Wishing you and your loved ones a joyful close to the year and a prosperous start to 2026.
With gratitude,
The FourFront Wealth Management Team