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Tanna Jo Kolb | Client Relations Representative MBA
512-309-5754 VP/V | 512-692-2990 FAX | email@example.com
Tanna Jo joined Kramer Wealth Managers in 2018. Tanna Jo is the backbone of the Austin, TX office, providing support to Danny Lacey and his clients all over the country. Her duties include a combination of administrative, operational, and client service functions. As part of the support staff, she schedules client meetings, prepares and processes client paperwork, organizes and maintains client files and correspondence, and maintains client accounts for such things as address changes, beneficiary changes, and bank information updates. Her bright smile welcomes clients in the Austin office.
“THE HIGH QUALITY OF SERVICE WE OFFER AT KRAMER WEALTH MANAGERS IS CRITICAL FOR OUR CLIENTS.”
Tanna Jo graduated in 2010 with dual Bachelor’s degrees in Business Administration and Accounting from Gallaudet University. She then obtained her Master’s in Management from Newman University in 2014. Her prior work experience gives her a strong aptitude for customer-focused service and meticulous attention to detail. She grew up in Kansas and is a huge fan of the KC Royals and Kansas University sports. When not in the office, you can find her outdoors or with her several children of the four-legged variety. In addition to her own animals, she is a foster parent for cats and dogs and a rescue volunteer for Lucky Lab Rescue.
Tanna Jo is not registered with FSC Securities Corporation.
Colleen Smith | New Business Administrator
240-379-6929, ext. 1304 VOICE | 240-439-6889 VP | 240-379-6909 FAX | firstname.lastname@example.org
Colleen Smith joined Kramer Wealth Managers in 2016.
Colleen is responsible for all the new client and new account preparation and processing, making sure that all the necessary forms are completed correctly to effect transactions per each client’s wishes.She knows that meticulous attention to detail is paramount to managing client portfolios.She provides solid connection to all tiers of the organization to ensure seamless workflow. She is also a great asset to the customer service team helping to provide top-notch service to our clients.
“I ENJOY BEING INVOLVED WITH THE DETAILS IN THE PROCESS OF HELPING OUR CLIENTS ESTABLISH A PLAN TO MEET THEIR OBJECTIVES.”
Colleen graduated with a Bachelor of Science degree in Deaf Studies from Towson University in 2015 and comes to us with a background in a variety of customer service positions.She is a native of Maryland, and enjoys spending time with her husband, Adam.
Colleen Smith is not registered with FSC Securities Corporation.
Jeremiah Thompson | Client Relations Manager
240-379-6929 V | 240-439-6889 VP | 240-379-6909 FAX | email@example.com
Jeremiah joined Kramer Wealth Managers in 2013
Jeremiah is responsible for client experiences and service.He also works with our advisors to analyze the information gathered from client meetings. He crunches the numbers and prepares the reports used to complete the analysis so we can be in a better position to make recommendations for each client.He strives to connect people to the process of financial management enabling them to understand and navigate their options.He has his Series 7 General Securities Representative license, Series 66, and Maryland Life and Health insurance license.
“THE HIGH QUALITY OF SERVICE WE OFFER AT KRAMER WEALTH MANAGERS IS CRITICAL FOR CLIENTS.”
Jeremiah received his Bachelor of Science degree in Business Management from Rochester Institute of Technology (RIT). He was able to complete five different internships with several companies before graduating from RIT giving him a broad spectrum of experiences and opportunity to experience different business environments.
“I ENJOY HELPING CLIENT TAKE CONTROL OF THEIR FINANCES AND ACHIEVE THEIR ESTABLISHED GOALS.”
He grew up in Kansas and became an avid fan of sports especially baseball and football. He enjoys helping college students get involved with entrepreneurship by developing their ideas into reality. He has participated with different non-profit organizations like The Ability Experience, Arc of Monroe, and Habitat for Humanity.
Jeremiah is a Registered Assistant with FSC Securities Corporation.
Jack Morley | Account Service Specialist
240-379-6929 VOICE | 240-439-6889 VP | 240-379-6909 FAX | firstname.lastname@example.org
Jack joined the Kramer Wealth Managers team in 2010 assisting with various temporary projects. He became a full-time member of the team in 2013.
Jack supports Kramer Wealth Managers in the role of Account Service Specialist. His main responsibility to to protect the client experience and to ensure seamless communication between clients and the advisory team. He is often our first line of connection with clients and establishes relationship. He is responsible for account maintenance and acts as a liason between our clients and the companies with whom we work to ensure efficient account transactions.
“I FEEL A SENSE OF CONNECTION WITH THE CLIENTS WHEN I AM ABLE TO ASSIST THEM.”
Jack graduated from Gallaudet University with a BA in Psychology in 1998. He comes to Kramer Wealth Managers with a strong customer service background ranging from retail to human services. He is also a skilled handyman and enjoys working with his hands. He serves his community as a volunteer at Catoctin Quaker Camp, helping children achieve both physical and emotional goals.
Jack has been married for 17 years to his wife, Monica. He is the proud father of two multi-talented girls who demand his attention. He has been coaching soccer at various levels for over 25 years.
Jack is not registered with FSC Securities Corporation.
Lisa Dewing | Operations Manager, Sign Language Interpreter NIC-A
240-379-6929 x1301 VOICE | 240-439-6889 VP | 240-379-6909 FAX | email@example.com
Lisa started with Kramer Financial in October 2000 while still enrolled at CCBC- Catonsville in the Interpreter Preparation program.
After graduating there with her A.A.S. degree, she later became a nationally certified interpreter when she received her RID NIC-Advanced designation. She also went on to be Series 7 and Series 66 Registered as well as obtain her Maryland Life and Health insurance license.
“I LOVE THAT I CAN TAKE COMPLEX FINANCIAL CONCEPTS AND TERMS AND USE MY SKILLS AS AN INTERPRETER TO EXPLAIN THEM TO CLIENTS.”
Lisa’s responsibilities are broad and varied. She oversees all aspects of company operations and oversees our client relations managers, compliance standards, marketing and company brand initiatives, staff interpreters, and office management responsibilities along with many smaller details such as trading, handling technical issues, and human resources issues, among many others.
“THE MOST REWARDING PART IS SEEING THE CLIENTS AFTER THEY HAVE WORKED WITH US.”
Lisa is actively involved in her church and community. She and her husband, Jamie, keep busy with their two young children. Lisa Dewing is a Registered Assistant with FSC Securities Corporation.
STEPHANIE SUMMERS | Financial Advisor ChFEBCSM | RFC | MBA
301-563-9287 VP/V | 240-575-2330 VP | 240-379-6909 FAX | firstname.lastname@example.org
Stephanie joined Kramer Wealth Managers in 2006. As an advisor for Kramer Wealth Managers, Stephanie focuses on creating a compelling vision with clients and initiates Kramer’s focus on woman advisors. Stephanie has been involved in finance since 1989 as an analyst for the Sallie Mae and Federal Government. Like her associates, Stephanie serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Stephanie’s assets are her warmth, humor and financial skill. She delights in helping clients truly understand their portfolio and how it functions to serve their dreams.
“THE MOST REWARDING PART OF WHAT I DO IS WHEN I SEE CLIENTS ATTAIN THEIR GOALS.”
Stephanie holds her series 7, 66, and life insurance licenses. She is, in fact, the very first deaf woman advisor to ever earn the Series 7 General Securities license. Stephanie received her BS degree from Gallaudet University and her MBA from George Mason University.
“NOTHING PLEASES ME MORE THAN WHEN CONFUSION LEAVES THE CLIENT’S MIND AND UNDERSTANDING REPLACES IT.”
Stephanie has a strong desire to see more deaf women empowered to broaden their financial literacy and take charge of their personal finances. She has served as a board member for Deaf Women United and various non-profit organizations. She is actively involved with other community organizations. Stephanie and her husband, Mark, are the parents of two very active twin boys.
Dave Frank | Managing Partner, Financial Advisor RFC | DBA | MBA | ChFEBCSM
240-575-2326 VP/V | 240-379-6909 FAX | email@example.com
Dave joined Kramer Wealth Managers in 1998. As a partner/advisor for Kramer Wealth Managers, Dave focuses on creating goal-aligned solutions for clients and leads Kramer’s advisory team for the south and mid-western states. Like his partners, he serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Dave’s strengths are his passion, intelligence, and powerful communication skills. Dave helps clients understand how their portfolio is truly functioning in relation to the vision for their future and helps make the appropriate changes.
“I HAVE A PASSION FOR BEING ABLE TO CONNECT WITH MY CLIENTS.”
Dave holds a Series 6, 63 and life insurance licenses. After graduating cum laude from University of Massachusetts-Amherst, Dave earned his Master of Business Administration (MBA) degree from University of Massachusetts-Boston. Then in March 2010, Dave became the first deaf financial advisor to earn a Doctorate when he graduated from California Coast University with his Doctorate in Business Administration (DBA).
“IT’S IMPORTANT THAT CLIENTS UNDERSTAND THEY ARE ALWAYS FREE TO CONTACT ME WHENEVER THEY SEEK INFORMATION.”
Dave has served the community as a sports coach/administrator for a number of years and is currently Long Distance Coach for the USA Deaf Track and Field Team. He lives in Maryland with his wife, Audrey, and has three grown children and three grandchildren.
Danny Lacey | Managing Partner Advisor MS
512-410-0739 VP/V | 512-692-2990 FAX | firstname.lastname@example.org
Danny joined Kramer Wealth Managers in 2001. As a partner/advisor for Kramer Wealth Managers, Danny focuses on developing the vision for clients and leads Kramer’s advisory team for the western states. He serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Danny helps to challenge assumptions and engage clients to dream and set goals then develops a plan to support their vision of the future.
“IT’S ALWAYS ABOUT THEM. THEIR VISION AND GOALS ARE THEIR OWN; THEY JUST NEED OUR GUIDANCE ALONG THE WAY.”
Danny holds his series 7, 66, and life insurance licenses. He is an active leader in the industry, speaks frequently across the nation including an invitation to give a TEDxlsay Talk. Danny graduated with honors in the College of Social Studies from Wesleyan University in Connecticut and earned an MS in Administration and Supervision from Gallaudet University.
“I TAKE GREAT PRIDE IN ACCOMMODATING A VARIETY OF COMMUNICATION STYLES AND MATCH MY STYLE WITH OTHERS.”
Danny serves as a board member for the Texas School for the Deaf Foundation, Communication Service for the Deaf and USA Deaf Sports. Danny is a true sports fan, loves to coach high school and college level sports but his true passion is his family. He lives in Austin, Texas with his wife, Debbie, and two children.
Lee Kramer | Founder, Financial Advisor CFP® | QFP | ChFEBCSM | CDFA™ | CFS | RFC | MBA
240-439-6889 VP | 240-379-6929 ext. 1302 V | email@example.com
Lee started Kramer Wealth Managers, formerly Kramer Financial, in 1985.
As founding advisor for Kramer Wealth Managers, Lee focuses on the complete financial picture for clients and leads Kramer’s team of partners and staff. He has served thousands of pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Lee ensures clients have a solid vision for their future and has his clients’ best interests in mind as he crafts strategies unique to each one.
“OUR GOAL IS TO MOVE BEYOND MERE ‘CUSTOMER SATISFACTION’ AND TOWARD ‘CLIENT ENTHUSIASM.”
Lee is a Certified Financial Planner™ professional, and he holds his series 7, 24, 63, 65, and life insurance licenses. He is a member of FSC Securities’ President’s Club. Lee received his B.S. degree from Wesleyan University in Connecticut and earned an MBA from Northeastern University.
“A FOCUS ON EXCELLENCE MEANS WE TAKE TIME, WE WORK HARD AND THINK CAREFULLY ABOUT EACH CLIENT’S UNIQUE GOALS.”
Lee has served on the board of various non-profit and community organizations including his current service as a board member for the Maryland School for the Deaf Foundation. Lee has completed several marathons including on 50-mile ultra marathon and enjoys spending time with his wife, Bonnie, two sons and their family dog.
Certified Financial Planner Board of Standards inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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