125 Half Mile Road
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®, 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™...
Family Wealth Advisor
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 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...
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...
Tricia brings her expertise as an accredited public relations professional and more than 25 years of management experience to the company as Practice Manager. Though she had been actively involved since the company first launched,...
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...