Our People

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,...

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...