Our advisors

G Kenneth Kohlmaier

G Kenneth Kohlmaier

CFP®, JD

Private Wealth Advisor

Learn more about G Kenneth Kohlmaier Visit G Kenneth Kohlmaier's website
Anthony Beccone

Anthony Beccone

CFP®, CPA, MBA

Financial Advisor

Learn more about Anthony Beccone Visit Anthony Beccone's website
Kimberly Hoover

Kimberly Hoover

Financial Advisor

Learn more about Kimberly Hoover Visit Kimberly Hoover's website

Our team

Jenn Bailey

Jenn Bailey

Paraplanner

Qualifications

  • CFP

Roles & Responsibilities

  • Generate Financial Plans
  • Enter Trades and Money Movements
  • Assist in Training New Hires
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Joan Bailey

Joan Bailey

Office Manager

Keri Kohlmaier

Client Concierge