Kasch, Levitch, Mc Aleer & Associates

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Roger E Kasch

Roger E Kasch

CFP®, ChFC®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Roger E Kasch's website
Leonard Levitch

Leonard Levitch

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Leonard Levitch's website
Patrick McAleer

Patrick McAleer

CFP®, ADPA®

Private Wealth Advisor

Financial Planning Specialist
Visit Patrick McAleer's website
Chad Dean

Chad Dean

CFP®, APMA®

Financial Advisor

Financial Planning Analyst
Visit Chad Dean's website
Kyle Geblein

Kyle Geblein

APMA®

Financial Advisor

Financial Planning Analyst
Visit Kyle Geblein's website
John Gerard

John Gerard

APMA®

Financial Advisor

Visit John Gerard's website
Adam Peachee

Adam Peachee

FPQP

Financial Advisor

Visit Adam Peachee's website

Team

Cheryl Pearson

Cheryl Pearson

Paraplanner

Mary Johnson

Mary Johnson

Receptionist

Jenny Childress

Jenny Childress

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager

Kelly Phillips

Kelly Phillips

Client Service Manager

Kristen Hebert

Kristen Hebert

Marketing Manager