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,...
Sasha Knapp
Client Service Associate
Sasha is a Client Service Associate in our New York...
Mark Knipfer, CIMA®
Senior Vice President, Business Development - Investments
Mark is a Senior Vice President doing Business Development for...
Myka Koenen, CFP®
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®
Assistant Vice President
Max is an advisor based in the firm’s Potomac, MD...
Kevin Kosgard
Senior Vice President
Kevin joined the firm as a senior vice president of...
John Kovacs
Managing Director
John Kovacs is a Managing Director and our Palm Beach...
Sonia Kraus, FPQP®
Senior Advisor Associate
Joining the team in 2023 through the acquisition of Heron...
