https://vimeo.com/804634561 We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types. Stocks, mutual funds, IRAs,…
https://vimeo.com/813319188 People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is a quote that says,…
https://vimeo.com/817302997 In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as 401(k) and 403(b). This…
https://vimeo.com/816977032 Quarterly Market Insights: Q1 2023 Hello everyone, we would like to share some market insights about the past quarter. During the first quarter of this year, stocks within US…
https://vimeo.com/804631151 Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does not mean it is…
https://vimeo.com/804625324 In today’s vlog, I will be discussing the SECURE Act 2.0: Expanded Roth Contributions. This is our third vlog about the changes within the SECURE Act 2.0 which became…
https://vimeo.com/808788128 Hello, everyone. We wanted to share a quick update with all of you about Silicon Valley Bank (SVB) and Signature Bank. I would like to share about SVB first.…
https://vimeo.com/798533939 In today’s vlog, I will be discussing the SECURE Act 2.0: 529 Plan rollovers to Roth IRAs. Before I elaborate about it, we shared our vlog about the changes…
https://vimeo.com/781939790 Emotions and Your Money Investing in the stock market can sometimes feel like riding a rollercoaster, full of ups and downs. There’s the thrill and excitement when the market…
https://vimeo.com/788008872 SECURE Act 2.0: Required Minimum Distribution (RMD) On December 23, 2022, the Congress passed the SECURE Act 2.0 to upgrade the Setting Every Community Up for Retirement Enhancement…
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*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. Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with Osaic Wealth. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither Osaic Wealth, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.
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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.
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.
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.
