Jonna Keller is at First Security Investment Inc. (FSI), a Sarasota, FL-based firm specializing in comprehensive family wealth management. FSI's portfolio of services includes insurance, estate planning, and investment management, all tailored to the nuanced needs of its clients. Unlike traditional financial services providers, her approach prioritizes personalized financial strategies over product sales, ensuring that her solutions align seamlessly with clients' financial aspirations and life situations. With over 25 years in the financial industry, she has built her career on prioritizing client interests above profits from transaction fees or commissions. This client-first philosophy has fostered a deep sense of trust and reliance among her clients and established long-standing relationships based on integrity and mutual success. Her professional practice is dedicated to simplifying the financial planning process for her clients, providing them with clear, unbiased advice that helps them effectively manage and grow their wealth. She leverages her extensive experience and deep understanding of the financial markets to develop customized strategies that are both understandable and actionable, devoid of any hidden agendas. Her expertise in financial planning is particularly evident in her approach to wealth preservation and enhancement. She utilizes a range of sophisticated financial instruments, including trusts, wills, and comprehensive estate plans, to protect her clients' assets and ensure their efficient transfer to future generations. Tax planning is another critical area of her expertise. She is committed to reducing her clients' tax liabilities throughout their careers and into retirement by strategically managing tax impacts associated with their investments. She adopts a customized approach in retirement planning, thoroughly analyzing each client's financial situation to craft strategies that ensure sustainable long-term income. Her plans often incorporate a mix of investment options to deliver a steady flow of income during retirement. Her capabilities also extend to estate and legacy planning, where she assists her clients in understanding the value of their assets and devises plans for their distribution that minimize tax implications while ensuring their legacy intentions are fulfilled. She holds several prestigious qualifications, including Accredited Investment Fiduciary (AIF®), Chartered Retirement Planning Counselor (CRPC®), and Series 7, 63, and 65 securities registrations. Her dedication and leadership in the financial sector have been recognized with numerous accolades, including the AssetMark National Community Inspiration Award in 2017 and the 941 CEO Greater Goods Award in 2016. Philanthropy plays a significant role in her life. She is actively involved with various charitable organizations, particularly the Boys and Girls Clubs of Sarasota County, where her contributions have earned her several community service awards. Her philanthropic activities reflect her deep commitment to giving back to the community and supporting causes that enhance educational and cultural opportunities for youth. In her personal life, Jonna Keller finds balance through spending quality time with her family and friends. She enjoys traveling, fitness activities, and exploring culinary delights, especially those that incorporate fresh local seafood and produce. Her interests help rejuvenate her spirit and enrich her community engagements. Through her ethical practices and client-centered approach, she continues to guide the financial services industry, ensuring that her client's financial and personal needs are met with the highest standards of excellence and care.