Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for 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
Advisor photo for Leonard Levitch

Leonard Levitch

CFP®, BFA

Private Wealth Advisor

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

Patrick McAleer

CFP®, ADPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Patrick McAleer Visit Patrick McAleer's website
Advisor photo for Chad Dean

Chad Dean

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chad Dean Visit Chad Dean's website
Advisor photo for Domenica Ackiss

Domenica Ackiss

Associate Financial Advisor

Learn more about Domenica Ackiss Visit Domenica Ackiss's website
Advisor photo for John Gerard

John Gerard

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Gerard Visit John Gerard's website
Advisor photo for Kyle Geblein

Kyle Geblein

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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 two black labs, Lex & Finn. Jenny joined KLM in 2013 in a marketing role before moving to client support for the Levitch team.

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Anna Grasso

Anna Grasso

Paraplanner

Roles & Responsibilities

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

Jeanine Graubics

Client Service Manager

Personal Intro

Jeanine is a proud graduate of VA Tech (B.S. Finance). She has lived most of her life in Hanover, where she currently makes her home with her husband and two dogs. She has two grown up sons. Life outside the office involves walks around her property with the pups and paddle boarding. She also enjoys running races with friends, visiting wineries, reading and watching movies.

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Kristen Hebert

Kristen Hebert

Marketing Manager

Personal Intro

Kristen has lived all over, but calls Virginia home. She is married to Kevin and they have 3 kids; Chase, Del and Bartley and 2 yellow labs. Kristen loves spending time with her family, sampling the local brewery scene, volunteering, and watching Alabama football (Roll Tide!)

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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, Pippa and Maezy, who keep her laughing. Kelly plays on several soccer teams, enjoys running half marathons, fostering dogs, 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. Outside of the office, Cheryl enjoys spending time with family, attending soccer games, working with RMC Events and watching Law & Order: SVU.

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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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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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