Our Team

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Charles F. Kreitler

CFP®
PRESIDENT,
KREITLER FINANCIAL
WEALTH MANAGER

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Robert Kreitler

CFP®
FOUNDING PARTNER,
KREITLER FINANCIAL
WEALTH MANAGER

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AMY ALFANO

OFFICE CONCIERGE

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SANDY BLANCHARD

OPERATIONS AND COMPLIANCE MANAGER

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BERNADETTE T. HUANG

CFA®, CFP®
FINANCIAL PLANNER

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MICHELLE MCNULTY

DIRECTOR OF FINANCE
BRANCH EXECUTIVE

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KERSTI T. MELCHIORE

FPQP™
DIRECTOR OF CLIENT EXPERIENCE

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JACOB W. NESS

CFP®
FINANCIAL PLANNER

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BEAU TILLINGHAST

CFP®
FINANCIAL PLANNER

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DWAYNE TYRIL

CFA®
DIRECTOR, INVESTMENTS

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ALYSE UZARSKI

SENIOR ANALYST

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

The discipline of having to put your thoughts in order

with somebody else is a very useful thing.

Charlie Munger