Kita, Gorman and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Terence Kita, Financial Advisor serving the Conshohocken, PA area - Ameriprise Advisors

Terence Kita

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Terence Kita's website

Team

Stacey R. Heikkila

Stacey R. Heikkila

Paraplanner

Qualifications

  • • Stacey received her B.S. in Hotel, Restaurant, Institutional Management from Pennsylvania State University in December of 1998.
  • •Series 7, 66, and PA Life, Accident and Health licenses.
  • • She has over 17 years of experience with Ameriprise.
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