Krietzberg Wealth Management Team
Curtis Krietzberg, CFA, MBA
Principal
Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with close to 30 years of experience, works closely with wealthy individuals to help them achieve their financial goals. Curtis enhanced his investment expertise by...
David Krietzberg, CFP®, MBA, CBEC®
Principal
David Krietzberg, CFP®, MBA, CBEC®, a seasoned financial professional, helps private clients, business owners and non-profit organizations manage risk and preserve their wealth. David is a CERTIFIED FINANCIAL PLANNER™...
Felicia Garland, (JD*) CFP®
Family Wealth Advisor
FeliciaGarland@KrietzbergWealth.com
Felicia Garland, a CERTIFIED FINANCIAL PLANNER™ professional, applies her ten plus years of financial planning experience to help her clients build the financial resources they need to live the lives they desire. Prior to...
John Kozey, CFA, MBA, AWMA
Portfolio Strategist
John Kozey is a highly-credentialed portfolio strategist with an MBA in Finance from Cornell University, and a bachelor’s degree in Computer Science and Economics, magna cum laude, from Wilkes University. He holds the Chartered...
Frank Hackett, MBA
Senior Investment Associate
Frank Hackett, MBA, joined the Krietzberg Wealth Management team in 2016, bringing with him more than 11 years of experience in the financial industry. He works closely with the Krietzbergs on the administration of client portfolios...
Tom Singleton, CLTC
Family Wealth Advisor
(732) 383-2079
Tricia Krietzberg, APR
Practice Manager
As the Practice Manager for Krietzberg Wealth Management, Tricia calls upon her more than 25 years of management experience to provide leadership and support to the entire team. Though she had been actively involved since the company...
Tara Ogurek
Client Service Specialist
732-383-2079
Sheila Kushner
Client Service Specialist
Sheila Kushner, a Client Service Specialist at Krietzberg Wealth Management, assists clients in many ways, namely with the opening of new accounts and transfers. Before joining the team, she spent more than 15 years in the investment...
Arshdeep Kaur
Investment Assistant
Arshdeep Kaur, who has been with Krietzberg Wealth Management since 2017 when she was an undergraduate student, is currently working toward her M.B.A. in Finance at Fairleigh Dickinson University...
Kelly Garcia
Practice Assistant