The Team

The Kohlmaier Group

Our Advisors

G Kenneth Kohlmaier

G Kenneth Kohlmaier

Private Wealth Advisor

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Designations

CFP®, JD

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning

Education

B.S. in Government and Psychology, Franklin and Marshall College, Lancaster, PA, Juris Doctorate, George Mason University, Fairfax, VA

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Jack Muscalus

Jack Muscalus

Private Wealth Advisor

Kimberly Hoover

Kimberly Hoover

Financial Advisor

Anthony Beccone

Anthony Beccone

Financial Advisor

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Designations

CFP®, CPA, MBA

Top Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies

Education

BS, Accounting and Business Administration, Lebanon Valley College, Annville, PA 2008, Masters in Business Administration, Lebanon Valley College, Annville, PA 2010

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Our Staff

Jenn Bailey

Jenn Bailey

Paraplanner

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Qualifications

  • CFP

Roles & Responsibilities

  • Generate Financial Plans
  • Enter Trades and Money Movements
  • Assist in Training New Hires
Joan Bailey

Joan Bailey

Office Manager

Keri Kohlmaier

Client Concierge