Black Lives Matter

Like so many others, we are deeply disturbed, infuriated, and saddened by the murders of George Floyd, Ahmaud Arbery, and Breonna Taylor, and many other senseless killings before them. We recognize the hurt and outrage caused by these deaths but also by a much longer history of racism in this country that continues today. We acknowledge the pain that is deeply felt in the hearts of millions of people. Kramer Wealth Managers affirms that racism, inequality, intolerance, and hatred have no place in our society.

We stand in solidarity with the black community and the Black Deaf community. We have been actively listening and having ongoing dialogue, but we recognize this is not enough. We need to do more. We need to do better for people of color in our Deaf community and within the financial industry. We need to take action to dismantle racist structures, and through that important process, we can begin taking steps toward equity and social change.

We recognize that simply making a public statement condemning racism is not allyship. These are empty words when not accompanied by action. We are engaging our team to pursue ways we can get involved, joining many companies in committing to make permanent social changes. It is crucial that all of us commit ourselves individually and collectively to take action to make our society more just and equal. If we aren’t actively working to help fix the problem, we are allowing it to continue, and that is unacceptable.

We believe that education leads to change. We can all start by actively working to increase our own awareness of racial inequality. We are reviewing this helpful list of reading materials, films, and other resources and encourage others to check them out as well: https://fortune.com/2020/06/05/antiracist-books-donations-black-owned-businesses-resources/

We will also be looking to forge partnerships with organizations that promote diversity, inclusion, particularly within the Deaf community and the financial industry.

Here are some recommended organizations to support:

National Black Deaf Advocates – www.nbda.org

HEARD- www.behearddc.org

Wall Street Bound, Inc. – www.wallstreetbound.org

Adrianna Rocha

Client Relations Specialist

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
info@kramerwealth.com

Since joining Kramer Wealth Managers in 2021, Adrianna Rocha has been a client service dynamo, ensuring every client interaction is seamless and delightful. She’s the go-to guru for all things client experience, handling everything from videophone chats to scheduling meetings and processing forms with a smile. Her goal? To make sure every client feels valued and well-cared-for.

Adrianna graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017 and brings nearly a decade of customer service experience to our team. She thrives on personal connections, celebrating both her achievements and those of our clients. When she’s not busy at work, you might find her indulging in her passions—dogs, houseplants, essential oils, and the tantalizing flavors of Mexican cuisine. Proud fur-mama to her adorable Aussie mix, Ziva. Adrianna brings a touch of warmth and enthusiasm to everything she does.

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

A:  I enjoy client service because it allows me to help people and make a positive impact. Using my listening skills to understand client needs and solve problems is satisfying. I love turning negative experiences positive and the daily variety of challenges.

Adrianna is not registered with Osaic Wealth.

Adrianna Rocha

Client Relations Specialist

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
info@kramerwealth.com

Adrianna Rocha joined Kramer Wealth Managers in 2021.

Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.

Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.

Adrianna is not registered with Osaic Wealth.

Jack Morley

Client Relations Specialist

240-379-6929 V
240-439-6889 VP
240-379-6909 FAX
info@kramerwealth.com

Jack Morley has been a vital part of the Kramer Wealth Managers team since 2010, starting with various projects and officially joining full-time in 2013. As our go-to Account Service Specialist, Jack is the friendly face and reliable voice who ensures a smooth client experience. He’s the linchpin in client communications, handling account maintenance and bridging connections between clients and our advisory team.

A 1998 graduate of Gallaudet University with a BA in Psychology, Jack brings a wealth of customer service experience from retail and human services. His handyman skills are a bonus, making him the resident problem-solver and DIY enthusiast. Outside the office, Jack enjoys long walks with his dog Bailey.

Married for 25 years to his wonderful wife, Monica, Jack is also the devoted dad to two dynamic daughters who keep him on his toes. When he’s not walking Bailey—he’s likely tinkering on a new project or spending quality time with his family.

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

A:  I enjoy assisting clients in maintaining their accounts and ensuring there is a smooth transition in between changes being made within their accounts.

Jack is not registered with Osaic Wealth.