The Team

Kaiser, Huber and Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Joseph Kaiser

Joseph Kaiser

Private Wealth Advisor

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Designations

CLU®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

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Chris Cook

Chris Cook

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Education

Bachelor of Science, Purdue University, West Lafayette, IN

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Jason Rush

Jason Rush

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

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Our Staff

Dawn Kaiser

Office Manager

John "Jack" Kaiser

Paraplanner

Tammy Kelly

Office Manager

A. Isaiah Knox

Paraplanner

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Qualifications

  • Kelley School of Business, Bachelors of Finance

Roles & Responsibilities

  • Financial planning and advice/product solutions