Kasch, Levitch, Mc Aleer & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Patrick McAleer, Private Wealth Advisor serving the Glen Allen, VA area - Ameriprise Advisors

Patrick McAleer

CFP®, ADPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Patrick McAleer's website
Roger E Kasch, Private Wealth Advisor serving the Glen Allen, VA area - Ameriprise Advisors

Roger E Kasch

CFP®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Roger E Kasch's website
Leonard Levitch, Private Wealth Advisor serving the Glen Allen, VA area - Ameriprise Advisors

Leonard Levitch

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Leonard Levitch's website
Chad Dean, Financial Advisor serving the Glen Allen, VA area - Ameriprise Advisors

Chad Dean

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chad Dean's website
Kyle Geblein, Financial Advisor serving the Glen Allen, VA area - Ameriprise Advisors

Kyle Geblein

CFP®, APMA®

Financial Advisor

Financial Planning Analyst
Visit Kyle Geblein's website
John Gerard, Financial Advisor serving the Glen Allen, VA area - Ameriprise Advisors

John Gerard

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit John Gerard's website

Team

Kelly Phillips

Kelly Phillips

Client Service Manager

Anna Grasso

Anna Grasso

Paraplanner

Roles & Responsibilities

  • Client Service Meeting Prep and Follow Up
  • Data Gathering & Entry
View more
Mary Johnson

Mary Johnson

Receptionist

Kristen Hebert

Kristen Hebert

Marketing Manager

Domenica Bellantuono

Domenica Bellantuono

Client Service Specialist

Roles & Responsibilities

  • Client Liaison
View more
Jenny Childress

Jenny Childress

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager

Cheryl Pearson

Cheryl Pearson

Paraplanner