Built on Trust. Backed by Experience.

Over 40 years of personalized planning and lifelong partnership.

Why Choose Kramer Wealth Managers

At Kramer Wealth Managers, we believe that true wealth encompasses more than just financial assets—it includes your values, experiences, and goals. Our mission is to help you define and reach your personal vision of wealth through a comprehensive, personalized approach.

Personalized Financial Planning
Every client is different. We take the time to understand your life, your family, and your goals—then build a plan that grows with you.

Experience You Can Rely On
With 40+ years of advising across generations, we bring expertise in retirement planning, estate design, tax strategies, insurance, college funding, and more.

Accessible and Inclusive
We proudly serve the Deaf and hard-of-hearing community with ASL-fluent advisors and educational tools like an ASL glossary and financial vlogs.

Trusted Guidance
We’re independent, transparent, and always on your side—offering guidance rooted in trust, not sales quotas.

What We Do?

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 understand the considerable responsibility of looking after a families wealth,
and with being a resource for whatever questions or needs may arise Kramer Wealth Managers; we are the humanity behind the numbers.

Meet the Team

Lee Kramer

Financial Advisor

Dave Frank

Financial Advisor

Danny Lacey

Financial Advisor

Stephanie Summers

Financial Advisor

Jeremiah Thompson

Financial Advisor

Lisa Dewing

Operations Manager

Tanna Jo Baldridge

Registered Client Relations Specialist

Jack Morley

Client Relations Specialist

Adrianna Rocha

Client Relations Specialist

Allison Laszczynski

Operations Administrator

Raj Guettler

Client Relations Representative

Meet Our Team

Lisa Dewing

Financial Advisor
Director of Operations
Managing Partner

CFP® | NIC-A

240-379-6929 x1301 Voice
240-540-4799 Text
240-439-6889 VP
240-379-6909 Fax
info@kramerwealth.com

Lisa Dewing brought her talents to Kramer Wealth Managers in October 2000, while still pursuing her Interpreter Preparation program at CCBC-Catonsville. After completing her A.A.S. degree, she graduated Summa Cum Laude from the University of Maryland Global Campus with a Bachelor of Science in Finance and a minor in Personal Financial Planning.

Lisa’s impressive qualifications include being a CERTIFIED FINANCIAL PLANNER® professional and holding a Registry of Interpreters for the Deaf NIC-Advanced certification. She also holds Series 7, Series 66, and Series 24 licenses, as well as a Maryland Life and Health Insurance License.

At Kramer Wealth Managers, Lisa wears many hats. She expertly manages client relations, ensures compliance standards, leads marketing and branding initiatives, oversees staff development, and handles special projects and office management. Her unique blend of skills and compassionate approach shines particularly in her support for clients navigating major life transitions, offering them empathy and care during difficult times.

Lisa sits on the National Women’s Advisory Board for Osaic Wealth, Inc., representing the thousands of female professionals affiliated with the broker/dealer. She also sits on the Board of the Osaic NextGen Community, fostering professional development and collaboration among the next generation of financial advisors within the firm’s community.

When she’s not at work, Lisa is giving back to her community and church through pro bono interpreting services and mentoring interpreting students. A self-proclaimed true crime junkie with a special love for Dateline, she also cherishes time with her husband and two children, whether that’s cheering at her son’s baseball games or supporting her daughter’s theater and performing arts pursuits.

Q: What’s the best piece of financial advice you’ve ever received?

A: My dad always told me to treat savings like a bill that must be paid every month. As soon as I get paid, I set aside a portion for savings. Don’t wait until the end of the month to see what money is left over to save.

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. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Alicia Pittman

Financial Advisor

CFDA® | NIC

717-905-4500 Voice/Text
240-439-6889 VP
240-379-6909 FAX
info@kramerwealth.com

Alicia Pittman believes that the best financial advice begins with listening. By taking the time to understand each client’s unique goals and circumstances, Alicia helps individuals and families make confident financial decisions through thoughtful planning and personalized guidance. Combining financial planning, tax planning, and divorce financial expertise, she is committed to helping clients build strategies that support their long-term goals. Before entering the financial services industry, Alicia spent nearly two decades as a sign language interpreter.

Known for a patient, educational approach, Alicia strives to simplify complex financial concepts, so clients feel informed, confident, and empowered to make decisions. Whether helping someone prepare for retirement, reduce their tax burden, or navigate a major life change, Alicia is committed to delivering advice that is both practical and personal.

Alicia holds FINRA Series 7, 63, and 65 securities licenses; life and health insurance license; and the Certified Divorce Financial Analyst® (CDFA®) designation. She also holds the Registry of Interpreters for the Deaf NIC (National Interpreter Certification) as well. She earned a bachelor’s degree from the University of North Carolina at Greensboro and a master’s degree from Gallaudet University. She is currently working toward becoming an Enrolled Agent (EA), further expanding her expertise in tax planning and preparation.

Outside the office, Alicia enjoys spending quality time with her spouse, Jay. They enjoy camping, golfing, and playing pickleball together. They also love relaxing with their dog, Cabernet.

Q: What’s your favorite part of working with clients?

A: My favorite part is seeing the moment when everything clicks. Financial planning doesn’t have to be intimidating, and I enjoy helping clients understand their options, feel confident in their decisions, and know they have a plan that’s designed around their goals and the life they want to build.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Rajena "Raj" Guettler

Registered Client Relations Representative

240-439-6889 VP
240-540-4799 Text
240-379-6929 Voice
240-379-6909 Fax
info@kramerwealth.com

Rajena “Raj” joined Kramer Wealth Managers in 2025 after graduating from Gallaudet University with dual degrees in Business Administration and Risk Management & Insurance. Inspired by a high school finance class and a visit to Kramer Wealth Managers, Raj discovered a passion for helping others—especially within the deaf community—understand and take control of their financial futures.

Raj is a Client Relations Representative, supporting both our clients and advisors. She ensures that clients feel understood, respected, and confident in their financial journey. Behind the scenes, she works closely with advisors by gathering and analyzing client data, researching financial strategies, preparing reports, and assisting with administrative tasks—allowing the advisory team to focus more on client relationships and personalized guidance.

Her goal is to create a welcoming, supportive space where clients feel empowered to reach their financial goals. She holds her Series 7 General Securities Representative license. In the long term, Raj aspires to become a financial advisor and continue the firm’s mission of serving the deaf community with care and expertise.

Outside of work, Raj is a dedicated athlete and sports enthusiast. Her proudest achievement is helping lead Gallaudet University’s women’s basketball team to its first-ever conference championship.

Q: What’s the best piece of financial advice you’ve ever received?

A: Start early and invest as much as you can. Time is one of the most powerful tools when it comes to building wealth. Even small amounts, when invested early, can grow significantly over time. The earlier you start, the more opportunities you have to let your money work for you. It’s advice that’s stuck with me—and one that I always share with others. Your future self will thank you.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Kramer Wealth Managers nor Osaic Wealth offers tax or legal advice.