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

Danny Lacey

Financial Advisor

MS

512-410-0739 VP/V
240-379-6909 FAX
info@kramerwealth.com

Danny Lacey has been a key player at Kramer Wealth Managers since 2001, where he brings his flair for visionary planning and dynamic leadership to the western states. As a partner and advisor, Danny specializes in crafting forward-thinking strategies for a diverse range of clients, from pre-retirees and retirees to corporate executives, business owners, and not-for-profit organizations. He’s all about challenging assumptions, sparking dreams, and turning those visions into actionable plans.

Danny’s credentials are as impressive as his career—he holds Series 7, 66, and life insurance licenses. He’s a prominent voice in the industry, having shared his insights nationwide, including being invited to present a TEDx talk. Academically, Danny graduated with honors in the College of Social Studies from Wesleyan University and earned an MS in Administration and Supervision from Gallaudet University.

When he’s not strategizing financial futures, Danny is deeply involved in his community. He previously served on the boards of the Texas School for the Deaf Foundation, Communication Service for the Deaf, and USA Deaf Sports. A true sports enthusiast, he enjoys watching college and professional football, basketball, soccer, and golf but his greatest joy comes from spending time with his wife, Debbie and their two kids in vibrant Austin, Texas.

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

A: My favorite part of working with clients is our collaborative approach. We work together to set specific, achievable goals and tailor a plan to meet their unique needs. Over the years, our regular video calls and meetings have fostered strong relationships. It’s incredibly rewarding to see my clients achieve their goals and feel confident about their future.

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. Neither Kramer Wealth Managers nor Osaic Wealth offers tax or legal advice.

Lisa Dewing

Operations Manager

CFP® | NIC-A

240-379-6929 x1301 V
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 and Series 66 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.

Outside the office, Lisa is deeply involved in her community and church. She provides pro bono interpreting services and mentors student interpreters from her alma mater. When she’s not working or volunteering, Lisa enjoys cheering on her son at baseball games and supporting her daughter’s theater, dance, and piano performances alongside her husband, Jamie.

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. Neither Kramer Wealth Managers nor Osaic Wealth offers tax or legal advice.