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Our Team

Our team of professionals is as dedicated and talented as the clients we serve. We are selective in the people we hire and those who join our family of clients. This committed team shares a common vision, responsible advice’ and individual service. Our collective experience strengthens our ability to help families win together.

Joel  Malakoff

Joel W. Malakoff, CFP®

LPL Registered Principal & Wealth Advisor

Kathleen Malakoff

Kathleen Malakoff

LPL Registered Administrative Associate

Service Support Team

Jared Harper

Jared Harper

LPL Registered Administrative Associate

Kellie Raasch

Kellie Raasch CFP ®

LPL Registered Administrative Associate

Katie Raasch

Katie Raasch

Representative Assistant

Peggy Lynch

Peggy Lynch

Administrative & Marketing Associate

Micah Johnson

Micah Johnson

Representative Assistant

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