Kasch, Levitch, Mc Aleer & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Roger E Kasch

Roger E Kasch

CFP®, ChFC®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Roger E Kasch's website
Leonard Levitch

Leonard Levitch

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Leonard Levitch's website
Patrick McAleer

Patrick McAleer

CFP®, ADPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Patrick McAleer's website
Chad Dean

Chad Dean

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chad Dean's website
John Gerard

John Gerard

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit John Gerard's website
Kyle Geblein

Kyle Geblein

APMA®

Financial Advisor

Financial Planning Analyst
Visit Kyle Geblein's website

Team

Kelly Phillips

Kelly Phillips

Client Service Manager

Mary Johnson

Mary Johnson

Receptionist

Kristen Hebert

Kristen Hebert

Marketing Manager

Cheryl Pearson

Cheryl Pearson

Paraplanner

Jenny Childress

Jenny Childress

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager