Kasch, Levitch, Mc Aleer & Associates

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Leonard Levitch

Leonard Levitch

Private Wealth Advisor

Visit Leonard Levitch's website
Patrick McAleer

Patrick McAleer

Private Wealth Advisor

Visit Patrick McAleer's website
Roger E Kasch

Roger E Kasch

Private Wealth Advisor

Visit Roger E Kasch's website
Chad Dean

Chad Dean

Financial Advisor

Visit Chad Dean's website
Kyle Geblein

Kyle Geblein

Financial Advisor

Visit Kyle Geblein's website
John Gerard

John Gerard

Financial Advisor

Visit John Gerard's website

Team

Jenny Childress

Jenny Childress

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager

Mary Johnson

Mary Johnson

Receptionist

Kelly Phillips

Kelly Phillips

Client Service Manager

Cheryl Pearson

Cheryl Pearson

Paraplanner

Kristen Hebert

Kristen Hebert

Marketing Manager