Kasch, Levitch, Mc Aleer & 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

Roger E Kasch, Private Wealth Advisor serving the Glen Allen, VA area - Ameriprise Advisors

Roger E Kasch

CFP®, ChFC®, 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
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
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®

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

Cheryl Pearson

Cheryl Pearson

Paraplanner

Pam Senfield

Pam Senfield

Client Service Manager

Personal Intro

Pam lives on a small farm in Ashland with her family as well as her pets including a llama and goats. She and her husband, Matt, have three children. Pam loves to spend time with her family, watching her kids play their sports while being their biggest supporter, enjoying nature, crafting, and spending time with her friends.

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Amy Powers

Amy Powers

Receptionist,

Client Concierge

Personal Intro

I grew up in Henrico moved to Goochland when I married my husband Duane over 2 decades ago. We have 3 boys and 2 dogs. I enjoy spending time with my family & friends, singing, making crafts, cooking, baking, bowling, line dancing, watching NASCAR & NHRA racing. I also enjoy jelly belly jellybeans.

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Kristen Hebert

Kristen Hebert

Marketing Manager

Domenica Bellantuono

Domenica Bellantuono

Client Service Specialist

Jenny Childress

Jenny Childress

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager

Kelly Phillips

Kelly Phillips

Client Service Manager

Anna Grasso

Anna Grasso

Paraplanner

Roles & Responsibilities

  • Client Service Meeting Prep and Follow Up
  • Data Gathering & Entry
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