The Team

Kasch, Levitch, Mc Aleer & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Patrick McAleer

Patrick McAleer

Private Wealth Advisor

More about me...

Designations

CFP®, ADPA®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning

Education

B.S. Business Administration, Mary Washington College
CA Insurance #0I58556

VISIT MY WEBSITE

Roger E Kasch

Roger E Kasch

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

B.A. Business Administration, Furman University
CA Insurance #2095075

VISIT MY WEBSITE

Leonard Levitch

Leonard Levitch

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science, University of North Carolina-Chapel Hill
CA Insurance #0H37582

VISIT MY WEBSITE

Chad Dean

Chad Dean

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

B.S. Finance, Virginia Tech

VISIT MY WEBSITE

Kyle Geblein

Kyle Geblein

Financial Advisor

John Gerard

John Gerard

Financial Advisor

Our Staff

Kelly Phillips

Kelly Phillips

Client Service Manager

Mary Johnson

Mary Johnson

Receptionist

Kristen Hebert

Kristen Hebert

Marketing Manager

Jenny Childress

Jenny Childress

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager

Cheryl Pearson

Cheryl Pearson

Paraplanner