Kuttin Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Kuttin Wealth Management
Team photo for Kuttin Wealth Management

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Advisors

Advisor photo for Jeffrey Alan Geller

Jeffrey Alan Geller

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Jeffrey Alan Geller's website
Advisor photo for Jonathan Kuttin

Jonathan Kuttin

Private Wealth Advisor

Chief Executive Officer of Kuttin Wealth Management
Visit Jonathan Kuttin's website
Advisor photo for Jacob Dunlap

Jacob Dunlap

CRPC, APMA®

Private Wealth Advisor

President of KWM Wealth Partners
Visit Jacob Dunlap's website
Advisor photo for Aaron David Schenkman

Aaron David Schenkman

APMA®

Financial Advisor

Managing Partner of Kuttin Wealth Management
Visit Aaron David Schenkman's website
Advisor photo for Evan Branfman

Evan Branfman

CRPC, AAMS®, AWMA®, CMFC, CRPS, APMA®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Visit Evan Branfman's website
Advisor photo for Scott Braun

Scott Braun

CFA®, APMA®

Private Wealth Advisor

Chief Investment Officer of Kuttin Wealth Management
Visit Scott Braun's website
Advisor photo for Gregory Colin Parsons

Gregory Colin Parsons

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Gregory Colin Parsons's website
Advisor photo for Mark Rasner

Mark Rasner

CFP®, BFA, ChFC®, CASL®, APMA®

Private Wealth Advisor

Visit Mark Rasner's website
Advisor photo for David Dick

David Dick

APMA®

Financial Advisor

Managing Partner of Kuttin Wealth Management
Visit David Dick's website
Advisor photo for Michael Rossetti

Michael Rossetti

APMA®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Visit Michael Rossetti's website
Advisor photo for Richard Kenna

Richard Kenna

CRPC, APMA®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Visit Richard Kenna's website
Advisor photo for Ashley Lang

Ashley Lang

BFA, CRPC, APMA®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Visit Ashley Lang's website


Team

Chris Klampfer

Chris Klampfer

Business Development Director

Personal Intro

Chris earned his Master's Degree in Accounting and his undergraduate degree in Business Administration from the University of Scranton. He began his career in the hospitality industry and quickly became the managing partner of two restaurants on Long Island. Chris later became one of the founding partners of a private equity real estate fund and in 2013, transitioned to Ameriprise Financial as a financial advisor.

Qualifications

  • MSA
  • AWMA®
  • CRPC®
  • CAS®
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Jacob Dunlap

Jacob Dunlap

Operations Director,

President of Kuttin Wealth Management
John Wellington

John Wellington

Operations Director,

Chief Operating Officer of Kuttin Wealth Management
Kristina Adamson

Kristina Adamson

Operations Director,

Chief Marketing Officer of Kuttin Wealth Management
Philip Wentzel

Philip Wentzel

Operations Manager

Scott Hlatky

Scott Hlatky

Business Development Director