Our Team

Team Members In

Advisors

Laura Kiick

CFP®, CRPC

Vice President, Wealth Advisor

Aaron Klein

CFP®

Director, Wealth Advisor

Jason Kley

CFP®, AIF®, MBA

Vice President, Wealth Advisor

Lucas Klosterman

Senior Associate, Associate Wealth Advisor

Gerry Knotek

CFP®, CPA/PFS, CGMA®, IACCP®

Executive Vice President, Wealth Advisor

Ryan Koler

CFP®

Associate Director Wealth Advisor

Cody Koletic

CFP®

Senior Director, Wealth Advisor

Claude Koontz

CFA

Senior Vice President, Wealth Advisor

Kevin Koski

CPA

Vice President, Tax Advisor

Nick Krakosky

CFP®

Senior Director, Wealth Advisor