Dmitriy Katsnelson
Deputy Chief Investment Officer
Dmitriy joined the firm in 2015 through the acquisition of...
Brent Katterheinrich
Assistant Vice President, Investments
Brent Katterheinrich joined the firm in 2014, originally as a...
Randy Kaufman
Senior Vice President
Joining the team in 2023 through the acquisition of Heron...
Thomas J. Kavanagh, CFP®, CPWA®️
Senior Vice President
Tom works extensively with our wealth advisors and clients on...
Jack Keating, CFP®
Senior Advisor Associate
Jack is a senior advisor associate based in the firm’s...
Riley Keenan
Senior Advisor Associate
Riley serves as a Senior Advisor Associate in our New...
Stephen Kepler, CFP®, CDFA®
Vice President
Stephen Kepler is a Vice President and Advisor in the...
B. Kelly Keydel, CFP®, MBA, CDFA®
Managing Director
Kelly Keydel is a Managing Director and Financial Advisor based...
Chris Kiessling, CFP®, BFA™
Senior Vice President
Chris is a financial advisor in our Potomac office and...
Benjamin D. Kille, CFP®, CIMA®, AIF®
Managing Director
Ben brings over 30 years of experience in the financial...
Paul Kim
Assistant Vice President
Paul is an Assistant Vice President and advisor based in...
Matthew Kleiman, J.D.
Advisor Associate
Matt is an advisor associate in our Delafield, WI office,...
Mark Knipfer, CIMA®
Senior Vice President, Business Development - Investments
Mark is a Senior Vice President doing Business Development for...
Myka Koenen, CFP®
Assistant Vice President
Myka has been with the firm since 2014 and serves...
Martha Kolbow
Assistant Vice President, Client Service
Martha is an Assistant Vice President, Client Service in the...
Max Kortegast, CFP®
Senior Advisor Associate
Max is a Senior Advisor Associate based in the firm’s...
