- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Gradient Securities, LLC||2 years, 1 month||Nov 2013 - Dec 2015|
|Tkg Advisors, LLC||4 years, 10 months||Sep 2013 - Present|
|Lpl Financial, LLC||6 years, 5 months||Jun 2007 - Nov 2013|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Accredited Asset Management SpecialistDesignationIndividuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
The Kotys Group
$58.8MTotal Assets Under Management
N/ATotal Assets Under Advisement
$111.6KEstimated Average Account Balance