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Form CRS Disclosures Client Login

Our People

Randy Kaufman
Randy Kaufman

Senior Vice President

Thomas J. Kavanagh, CFP®, CPWA®
Thomas J. Kavanagh, CFP®, CPWA®

Senior Vice President

Jack Keating, CFP®
Jack Keating, CFP®

Assistant Vice President

Stephen Kepler, CFP®, CDFA®
Stephen Kepler, CFP®, CDFA®

Senior Vice President

Kelly Keydel, CFP®, MBA, CDFA®
Kelly Keydel, CFP®, MBA, CDFA®

Managing Director

Chris Kiessling, CFP®, BFA™
Chris Kiessling, CFP®, BFA™

Senior Vice President

Ben Kille, CFP®, CIMA®, AIF®
Ben Kille, CFP®, CIMA®, AIF®

Managing Director

Paul Kim
Paul Kim

Vice President

Myka Koenen, CFP®
Myka Koenen, CFP®

Vice President

Kevin Kosgard
Kevin Kosgard

Senior Vice President

John Kovacs
John Kovacs

Managing Director

Sonia Kraus, FPQP™
Sonia Kraus, FPQP™

Assistant Vice President

Joy Kuvareewong
Joy Kuvareewong

Assistant Vice President

Allaire Langdon, CFP®
Allaire Langdon, CFP®

Senior Vice President

Bruce Laning, CFA®
Bruce Laning, CFA®

Managing Director

Frank J. Lavrigata, CFP®
Frank J. Lavrigata, CFP®

Managing Director