Krietzberg Wealth Management Team | Krietzberg Wealth Management

Curtis Krietzberg, CFA, MBA

Principal

(732) 383-2060

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

(732) 383-2061

David@KrietzbergWealth.com

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

(732) 383-2081

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

(732) 383-2065

Frank@Krietzbergwealth.com

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

(201) 556-4614

(732) 383-2079

Tom@KrietzbergWealth.com

Tom has earned a CLTC, which stands for "Certified in Long-Term Care," a designation granted by the Corporation for Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the...

Tricia Krietzberg, APR

Practice Manager

(732) 383-2062

trish@krietzbergwealth.com

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

732-383-2088

732-383-2079

Tara@KrietzbergWealth.com

Tara helps clients open new accounts, process required paperwork, and coordinate withdrawals and deposits, among other items. Tara joined the team in 2020 with nearly 20 years of experience in the financial industry working directly...

Sheila Kushner

Client Service Specialist

(732) 383-2066

Sheila@KrietzbergWealth.com

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

Practice Assistant

(732) 383-2063

Arshdeep@KrietzbergWealth.com

Arshdeep Kaur is a student majoring in Finance at Fairleigh Dickinson University. She joined Krietzberg Wealth Management in 2017 to learn the industry in a hands-on manner. As a general practice assistant, Arshdeep works on a variety...

Kelly Garcia

Practice Assistant

(732) 383-2064

kelly@krietzbergwealth.com

Kelly Garcia, a Practice Assistant, works directly with our clients to schedule regular meetings with advisors, and provides quality client support in a number of ways. Kelly joined Krietzberg Wealth Management in 2018 after having...