Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Accredited Asset Management Specialist

Education

  • B.A. Business Administration, Furman University

Interests

  • Golf, Bike Riding and Tennis

Community participation

Central Virginia Foodbank, FEEDMORE

Annual Food Drive 2009 - 2021

Juvenile Diabetes Research Foundation (JDRF)

  • JDRF One Walk 2011-2020

Sponsor -Deep Run Booster Bash

February 27, 2016 at the Rockville Recreation Center

Eagle Sponsor-Midlothian Athletics Booster Association Golf Tournament

April 18, 2016 at Salisbury Country Club

Awards & recognition

  • Ameriprise Circle of Success, 1993-2019
  • Five Star Wealth Manager, 2012-2013, 2015-2018
  • Ameriprise Hall of Fame, 2019
  • Forbes Best-in-State Wealth Advisors, 2020 - 2021

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Kasch, Levitch, McAleer & Associates team. This achievement would not have been possible without you.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.