The Team

Koogler Financial Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Patricia Koogler

Patricia Koogler

Private Wealth Advisor

More about me...

Designations

CPA, CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments

Education

Bachelor of Business Administration, James Madison University, Harrisonburg, VA

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Andrew Kester

Andrew Kester

Associate Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science, Biology, Bridgewater College '03, Bridgewater, Virginia

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Josh Dean

Financial Advisor

More about me...

Top Areas of Focus

  • Business Retirement Plans
  • Investments
  • Investment Management

Education

B.S. Business Administration, Eastern Mennonite University, Harrisonburg, VA, A.A. Disaster Management, Hesston College, Hesston, KS

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Our Staff

Marie Blackard

Operations Manager