Matt Wichman

President

Matt brings more than 24 years of experience to Key Planning Partners from all levels of the insurance industry.

Matt graduated from the University of Florida in 1988 with a Bachelor of Science in Business Finance and was also on the Florida Gators Football Team. He began his work in the insurance industry as a career agent with MetLife. In 1994, he joined John Alden/NorthStar Marketing as Life Brokerage Manager of the southeast region. Matt is a licensed life and health agent in the state of Florida, a member of National Brokerage Agencies, the National Association of Independent Life Brokerage Agencies, and Tampa Association of Insurance and Financial Advisors, and has served on several committees. Matt and his wife, Julie, live in South Tampa with their two children, Max and Julia.

Marie King Colbert, CFP^®, CLTC^®

Long-Term Care Planning Specialist

Marie graduated with Bachelor of Science degrees in Finance and Marketing from the University of Florida. After graduation Marie continued her professional development by becoming a Board Certified Financial Planner and Certified Long-Term Care professional.

She began her career in the financial services industry as an independent insurance agent with Northwestern Mutual. She soon transitioned into insurance brokerage, joining MRW Financial as Brokerage Manager and then Long-Term Care Planning Specialist with Key Planning Partners. Marie is certified and specializes in developing planning solutions to assist families with the rising cost of long-term care, as well as allowing families to maintain control of their care settings while protecting your family’s lifestyle and legacy. She is passionate about developing planning solutions that will allow her clients to remain in their own homes as long as possible. Marie is a 13 year financial services veteran who frequently presents seminars concerning VA Aid & Attendance benefits and Medicaid benefits and helps clients develop tax efficient plans to fund long-term care expenses.

The best-selling author of Tax-Free Money for Long Term Care, Marie is a licensed life and health agent in the state of Florida. Marie and her husband Patton live in South Tampa with their son Hal.

Tom Vassallo

Long-Term Care Planning Specialist

Tom brings over 30 years of long-term care experience to Key Planning Partners. Tom’s previous experience includes Sun Insurance Marketing Network, where he supported over 30,000 advisors for long term care and was nationally recognized as a long-term care expert. With Tom’s vast experience in long-term care, he will be a great asset in helping you and your family develop a plan to address your long-term care needs.

Tom lives in Sarasota with his wife Cassie where they have raised three sons. Their oldest, Tommy, is a senior at Colorado State University Pueblo and is a captain of the lacrosse team. Their middle son, Robby, is a freshman playing baseball at the University of South Carolina Salkehatchie. Their youngest son, Michael, is in the sixth grade and keeps them very busy.

Meredith Allen

Client Liaison

Meredith graduated with a bachelor’s degree in Sociology from Auburn University in 2004. She comes to us with experience working in long term care, as a Long Term Care Coordinator in managed Medicaid, where she assisted clients with gaining access to needed services through coordination and integration of medical and long term care services. She has hands on experience working with clients who have utilized long term care services and the need to plan.

As our Client Liaison, Meredith will help insure you have a great experience with Key Planning Partners throughout the planning process. Meredith will be responsible for all client scheduling, communication and, once accepted by our clients, assist with the planning follow-up to ensure all plans are fully implemented once approved. Meredith is from Port St. Joe, FL and moved to the Tampa area in 2013, residing in Palm Harbor with her 3 children- Kyleigh, Kelsey and Karter.