The firm, which is Central Pennsylvania only three-time award-winning team for three consecutive years*, adds investment committee, tax planning services and more
CAMP HILL, Pa., November 10, 2022 /PRNewswire/ — KCA Wealth Management (KCA), a holistic wealth and life management services company serving Central Pennsylvania with offices in camp hill, Hershey and Carlisle, announces the addition of several new resources, including an investment committee made up of five Chartered Financial Analysts (CFA®) and the integration of tax planning services with three Certified Public Accountants (CPA). The firm is also expanding its financial planning team by working with four additional Certified Financial Planners (CFP®) and a Juris Doctor (JD).
“Confidence comes from knowing that the team managing your finances holds the most important and respected designations in the industry with the necessary skills,” said Brian Kennedy, founder and director of KCA. “By expanding our team, we are adding even more diverse expertise in all areas of financial services. Our goal is to help members of our local community lead happier, healthier and more confident lives. By expanding our range of services, we are building a one-stop shop that will make life easier for our customers.”
KCA is also expanding its practice management team and adding additional support for risk management, health and health insurance planning, and employer-sponsored pension plan services. Those who join the KCA team virtually include:
Investment Committee/Asset Management
Jared Sutton CFA, CFP®
James Wessels CPA, PFS, CFA
Arid Holm CFA
Phyllis Vance CFA
Sean PhillipsCFA
Mark Kelly
Financial planning
Matt Boehnke CFP®
Mike Berry CFP®
Income tax planning / tax preparation
Mark Eliff CPA
Trust, estate, business and tax planning
Eric Johnson JD, CPA, CLU®, CHFC®
practice management
Taylor White
Clark Bus
Kevin Stych CFP®
Risk management, health insurance and health insurance
mike berryPCP
Andrew Jensen
Cindy Vandenburg
Pension plan services for employer-sponsored plans
Nate Maly
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KCA’s announcement follows its recent partnership with Everfi, a software company that helps solve societal problems through education and community engagement, to bring a financial education program to Central Pennsylvania students. Thanks to KCA Wealth Management $30,000 donation, KCA helped students in area schools to access Everfi’s various financial courses. The company’s goal is to make the Everfi program accessible to many more students in Central Pennsylvania.
To learn more about KCA and its extended team, visit KCAWealth.com.
About KCA Wealth Management
KCA Wealth Management is a holistic wealth and life management services company serving Central Pennsylvania with offices in camp hill, Hersheyand Carlisle. Through their full range of services, the team helps working professionals and retirees increase their confidence in the future by working with them to achieve their goals, solve their life problems and enjoy what they have worked hard for. to build. The partners Brian Kennedy (president) and Vincent Catalano (Vice President) are passionate about supporting the local community through educational courses, charity events, donations and volunteerism. For more information, visit KCAWealth.com.
Securities Offered Through Registered Representatives of Cambridge Investment Research, Inc., a Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a registered investment adviser. Cambridge and KCA Wealth Management are not affiliated. Cambridge does not provide tax advice.
* Outlets for awarding awards are: Central Penn Business Journal, Harrisburg Magazine and The Sentinel.
The Central Penn Business Journal’s award for Best Wealth Management Company and Best Insurance Company 2020-2022 and in the 2022 Finance, Investments and Insurance category is based on a poll of Journal readers. Three winners are selected for each category. The Harrisburg Magazine Simply the Best Reader’s Choice Awards for Best Financial Planner 2020-2022 and Best Investment Company 2020/2021 is based on a poll of the magazine’s readers. The best of the Sentinel Cumberland County The 2020 Finalist Award and the 2021/2022 Best Financial Advisor Award are based on a survey of The Sentinel readers. Businesses must be located or provide services in Cumberland County to qualify. Rewards shown are not based on investment returns. The award results were released in August of the year won.
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SOURCE KCA Wealth Management
