Kelton Burgess was born in Arkansas to a military family, and raised in Pittsburgh, PA. He earned his undergraduate from the University of Pittsburgh in 1999 and his Law Degree from the Thomas Kline (formerly Duquesne University) School of Law in 2004. After law school, Kelton worked in San Francisco, CA at one of the largest litigation law firms in the world. In 2012 he shifted his practice to Estate Planning when he founded his own firm in San Francisco.
In 2015, he married his wife Sylvia, and when his daughter was born, he and his family left California and returned to his hometown of Pittsburgh. It was then he began working in the financial services industry as an in-house estate planning attorney. Kelton was given ring-side seats to the methods and strategies of the routine ‘Big Box’ financial services industry’s planning and retirement strategies. It was in 2019 that Kelton knew he had to make a change. He knew there was a better way to serve his community, and it was then that he opened his own financial services firm.
Kelton continues to own and operate the region’s top-rated estate planning law firm, but in 2019, he also launched KMB Financial, LLC, which ultimately evolved into Cranberry Wealth. Cranberry Wealth is a full-service retirement planning firm specializing in wholistic planning strategies for retirement and near-retirement individuals. Kelton is not the typical Financial Advisor, but rather he is a Retirement Specialist. He brings over twenty years of legal experience, coupled with nearly a decade of experience working with advisors to the table in order to help Western Pennsylvanians navigate the complexities of retirement planning.
Sylvia began at Cranberry Wealth with its inception in 2019 and serves as Chief Financial Officer. As a native San Franciscan, she and Kelton met in 2013 in California when she was working as a bank officer, and he was practicing law. With Sylvia’s background in banking, she acts as the CFO at his law firm and Cranberry Wealth. She also leads strategic decision-making ensuring that both prospective and existing clients have a positive experience with Cranberry Wealth. She and the team at Cranberry Wealth help both individuals and families hone their retirement goals and realize their financial ambitions.
Susan Acon has a multi-function role at Cranberry Wealth. First, Susan is our Client Relations Manager. With her excellent communications skills, collaborative approach, her caring demeanor and personable nature, Susan offers invaluable support to our clients.
Susan is also our firm’s Office Manager. With her Master of Business Administration, she focuses on streamlining office processes and business metrics, including the accuracy and clarity of every interaction with our clients and management of staff members. Susan also assists in the planning and implementation of improvements and participates in the facilitation of our educational seminars.
Outside of work, Susan likes to spend quality time with her husband, family, and friends. She also enjoys kayaking, going on vacations, cheering on the Pittsburgh sports teams and exploring the greater Pittsburgh area.
Our team is excited for the opportunity to help you achieve your financial goals. Fill out the form and we will begin the process of identifying needs and courses of action that fit your wants and needs.
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