Our Team

Charles F. Kreitler

CFP®
PRESIDENT,
KREITLER FINANCIAL
WEALTH MANAGER

Robert Kreitler

CFP®
FOUNDING PARTNER,
KREITLER FINANCIAL
WEALTH MANAGER

AMY ALFANO

OFFICE CONCIERGE

SANDY BLANCHARD

OPERATIONS AND COMPLIANCE MANAGER

BERNADETTE T. HUANG

CFA®, CFP®
FINANCIAL PLANNER

MICHELLE MCNULTY

DIRECTOR OF FINANCE
BRANCH EXECUTIVE

KERSTI T. MELCHIORE

FPQP™
DIRECTOR OF CLIENT EXPERIENCE

JACOB W. NESS

CFP®
FINANCIAL PLANNER

BEAU TILLINGHAST

CFP®
RELATIONSHIP MANAGER

DWAYNE TYRIL

CFA®
DIRECTOR, INVESTMENTS

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