Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for KW Capital Advisors
Team photo for KW Capital Advisors

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Our advisors

Advisor photo for Scott Koplar

Scott Koplar

AAMS®, APMA®

Financial Advisor

Senior Vice President of KW Capital Advisors
Learn more about Scott Koplar Visit Scott Koplar's website
Advisor photo for Zoe Whitmore

Zoe Whitmore

CFP®, CPWA®, MBA

Private Wealth Advisor

Managing Director of KW Capital Advisors
Learn more about Zoe Whitmore Visit Zoe Whitmore's website
Advisor photo for Nate Gann

Nate Gann

APMA®

Financial Advisor

Learn more about Nate Gann Visit Nate Gann's website


Our team

Traci Kammerer

Traci Kammerer

Practice Manager

Deirdre Carroll

Deirdre Carroll

Client Service Coordinator