In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Roger E Kasch

Roger E Kasch

CFP®, ChFC®, AAMS®

Private Wealth Advisor

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

Leonard Levitch

CFP®, BFA

Private Wealth Advisor

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

Patrick McAleer

CFP®, ADPA®

Private Wealth Advisor

Financial Planning Specialist
Learn more about Patrick McAleer Visit Patrick McAleer's website
Adam Peachee

Adam Peachee

FPQP

Financial Advisor

Learn more about Adam Peachee Visit Adam Peachee's website
Chad Dean

Chad Dean

CFP®, APMA®

Financial Advisor

Financial Planning Analyst
Learn more about Chad Dean Visit Chad Dean's website
John Gerard

John Gerard

APMA®

Financial Advisor

Learn more about John Gerard Visit John Gerard's website
Kyle Geblein

Kyle Geblein

APMA®

Financial Advisor

Financial Planning Analyst
Learn more about Kyle Geblein Visit Kyle Geblein's website

Our team

Jenny Childress

Jenny Childress

Client Service Manager

Personal Intro

Jenny is a native of Baltimore,Maryland but considers Virginia her home. An alumna of VA Tech, Jenny received her MS in Biological Oceanography from the University of Rhode Island. She and her husband Tod have a daughter, Riley, a son, Royce and a black lab, Lex.After 13 years at home raising their kids, Jenny re-entered to work force in 2013 in the part-time marketing role at Kasch, Levitch, McAleer &Associates.

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Jeanine Graubics

Jeanine Graubics

Client Service Manager

Personal Intro

Jeanine is a proud graduate of VA Tech (B.S. Finance) and has lived most of her life in Richmond (Mechanicsville) along with her husband, two sons and two (thankfully female) dogs. Life outside the office involves lots of cheering… her oldest son in baseball, her youngest son marching at VMI and, of course, the Hokies. She also enjoys running races with friends, visiting wineries, reading and watching movies.

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Kristen Hebert

Kristen Hebert

Marketing Manager

Mary Johnson

Mary Johnson

Receptionist,

Client Concierge
Kelly Phillips

Kelly Phillips

Client Service Manager

Personal Intro

Kelly was born in Richmond, VA but spent half of her life growing up in Roswell, GA before attending the College of Charleston in Charleston, SC. She has two dogs, Vixie and Bella, who keep her laughing. Kelly plays on several soccer teams, enjoys running half marathons with friends, and baking. She makes delicious cake pops and has been selling them to friends, family and at craft shows for the last few years.

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Cheryl Pearson

Cheryl Pearson

Paraplanner

Personal Intro

Cheryl was born in Richmond, VA and currently resides inMidlothian, VA. She and her husband James have a daughter, Caitlin, a son,Brandon and a dog, Lucky. Outside of the office, Cheryl enjoys spending time with family, attending soccer games and watching Law & Order: SVU.

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