Broker Check

Our Story

There are so many people who need help reaching their financial goals, and some need help just understanding the often complex and confusing world of financial investing. That was the driving force behind brothers Curtis and David Krietzberg’s decision in 2005 to start Krietzberg Wealth Management.

Curtis, with his CFA designation, MBA, and experience as both a Securities Analyst at Merrill Lynch and the Regional Director of Investments for Lincoln Financial Advisors, brings valuable expertise in portfolio construction and risk management to the individual investor. David, with his MBA and CFP®, and time as both a Wealth Advisor at Morgan Stanley and a corporate banking executive, brings a unique understanding of the needs of the business owner.

Over the years, Curtis and David have applied their in-depth, holistic approach to help their trusted clients analyze their current financial situations and implement sound investment, risk management, and financial planning advice.

Brandi Woods

Client Service Associate

Brooke Vaccaro

Finance Assistant

Frank Hackett

Frank Hackett, MBA

Senior Investment Associate

John Kozey

John Kozey, CFA, MBA, AWMA

Portfolio Strategist

Marlene Rosario

Marlene Rosario

Client Service Associate

Tara Ogurek

Tara Ogurek

Client Service Specialist

Tiffany DeMatteo

Executive Assistant