On December 10th, 2025 the KFBMA Wealth Management team hosted their annual client holiday party at the Tree of Life event space in the Farrow Building located in the Regatta Bay Commons business complex. Over 100 Friends and clients joined the group to celebrate the season and hear from two high profile guest speakers Kyle Bass & Rob Sechan.
Krueger, Fosdyck, Brown, McCall and Associates (“KFBMA”) was founded on March 27th, 2025 after the group of nine left Merrill Lynch after 19 years. The allure of the independent wealth management space, combined with the safety and security of Goldman Sachs Custody Solutions provided the opportunity for long time partners Tim, Cory, Jerry and Collin to own the business and make strategic decisions on how to best service their high-net-worth clientele. The team selected NewEdge Advisors out of New Orleans to provide the independence infrastructure and technology in an ever-evolving wealth management space. Conflict-free and fiduciary advice were core pillars in the decision to leave the large wirehouse model and transition their clients to Goldman Sachs. KFBMA has grown to 12 local employees since the transition in March and have roughly $1.3 Billion in assets under management.
The evening was kicked off with a cocktail reception and introductory comments by Tim Krueger who introduced NewEdge CEO Alex Goss. Mr. Goss then introduced the keynote speakers, Rob and Kyle. Rob is a weekly guest on CNBC and one of the most highly respected Financial Advisors in the country. He runs the Ultra High Net Worth division called NewEdge Wealth. Kyle Bass is one of the most respected macro investors in the country and the multi-billionaire made his money by consistently being ahead of the curve on some of the most consequential economic developments in the past two decades. Rob and Kyle shared their thoughts on the global markets, geopolitical landscape and stock market outlook for 2026 in a fireside chat format. Cory Fosdyck closed the evening by thanking the speakers and guests for their support of the new venture.
KFBMA brings over 125 years of combined experience and has been recognized by Forbes as a top wealth management team in Florida. They have three CFP practitioners and emphasize the importance of having a thorough financial plan in place to dictate the asset allocation and security selection decisions. They are also committed to the greater Destin community and serve or support numerous non-profit organizations to help improve and shape the area. Cory serves on the Board of Directors for the Destin Charity Wine Auction Foundation, Northwest Florida State College, and Ascension Sacred Heart Hospital. “My life purpose is to Serve People, Solve Problems & Impact the Community,” Fosdyck said. “I was intrigued by the national trend to leave the professional safety of the wirehouse model and saw many of my friends and colleagues doing it. However, after completing our due diligence, it became apparent that forming KFBMA and partnering with NewEdge would allow me to further pursue my personal mission statement.”
KFBMA is located at the front entrance of Regatta Bay at 4481 Legendary Drive. They can be reached at (850) 801-4481 or at http://www.kfbma.com/ .