seeing the equation from a whole new perspective.At Kramer Wealth Managers, our mission is to differentiate ourselves in the financial services industry by taking the role of wealth manager to a new level. We are specialists in helping families and individuals understand, plan and then act on their goals and dreams. We are trusted with intimate conversations, the considerable responsibility of looking after a family’s wealth, and with being a resource for whatever questions or needs may arise.
Lee Kramer | Founder, Financial Advisor CFP® | QFP | ChFEBCSM | CDFA™ | CFS | RFC | MBA240-439-6889 VP 240-379-6929 ext. 1302 V 240-379-6908 TTY firstname.lastname@example.org
“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.
Danny Lacey | Managing Partner, Financial Advisor MS512-410-0739 VP/V 512-692-2990 FAX email@example.com
“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. 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.
Lisa Dewing | Operations Manager, Sign Language Interpreter NIC-A240-379-6929 VOICE x1301 240-439-6889 VP 240-379-6908 TTY 240-379-6909 FAX firstname.lastname@example.org
“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.
Jack Morley | Account Service Specialist240-379-6929 VOICE 240-439-6889 VP 240-379-6908 TTY 240-379-6909 FAX email@example.com
“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
Dave Frank | Managing Partner, Financial Advisor RFC | DBA | MBA | ChFEBCSM240-575-2326 VP/V 240-379-6908 TTY240-379-6909 FAX firstname.lastname@example.org
“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 two grandchildren.
Stephanie Summers | Financial Advisor ChFEBCSM | RFC | MBA301-563-9287 VP/V 240-575-2330 VP240-379-6908 TTY 240-379-6909 FAX email@example.com
“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.
Colleen Smith | New Business Administrator240-379-6929, ext. 1304 VOICE 240-439-6889 VP 240-379-6908 TTY 240-379-6909 FAX firstname.lastname@example.org
Colleen Smith joined Kramer Wealth Managers in 2016.
“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 Manager240-379-6929 V 240-439-6889 VP 240-379-6908 TTY 240-379-6909 FAX email@example.com
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 clients 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.