The Team

Kasch, Levitch, Mc Aleer & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Roger E Kasch

Roger E Kasch

Private Wealth Advisor

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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

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Leonard Levitch

Leonard Levitch

Private Wealth Advisor

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Designations

CFP®, BFA

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

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Patrick McAleer

Patrick McAleer

Private Wealth Advisor

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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

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Chad Dean

Chad Dean

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

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

Education

B.S. Finance, Virginia Tech

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W Scott Hurt

W Scott Hurt

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies

Education

University of Florida - BS Finance

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Our Staff

Cheryl Pearson

Cheryl Pearson

Paraplanner

Mary Johnson

Mary Johnson

Receptionist

Jenny Childress

Jenny Childress

Client Service Manager

John Gerard

John Gerard

Client Service Manager

Jeanine Graubics

Jeanine Graubics

Client Service Manager

Kelly Phillips

Kelly Phillips

Client Service Manager

Kristen Hebert

Kristen Hebert

Marketing Manager

Kyle Geblein

Associate Financial Advisor