https://vimeo.com/1072568913/99032d2fac?share=copy Hello everyone, and welcome back to our quarterly market update. I'm Danny Lacey, and today we're diving into what happened during the first quarter of 2025 and—more importantly—what it…
Financial planning isn’t just about making money—it’s about making the right decisions at the right time. Each decade of life presents new opportunities and challenges, and avoiding common financial pitfalls…
2025 is well underway, and at Kramer Wealth Managers, we believe it’s important to be aware of key changes that could impact your financial planning. Several tax laws introduced under…
https://vimeo.com/1046532534/69a2a330bc?ts=0&share=copy Happy 2025! We hope your year is off to a great start. Traditionally, our annual market recap blog highlights what happened in the markets and economy over the past…
The new year is just around the corner, and now is the perfect time to give your finances a boost. While it’s easy to let money matters slip during the…
In the latest tax bracket updates, the IRS announced an approximate 2.8% inflation adjustment for 2025 that will slightly raise income thresholds across federal tax brackets. This means that taxpayers…
Choosing the Right Financial Professional: Which One Fits Your Needs? Understanding the credentials and roles of financial professionals is crucial for making informed decisions and ensuring your financial needs are…
https://vimeo.com/1017291040?share=copy Transcript: Hello everyone, I will share the quarterly market insights for Q3 2024. Stocks posted solid gains in the third quarter as investors welcomed the Fed’s decision regarding interest…
Navigating the world of personal finance can be overwhelming, but you don't have to do it alone. A financial advisor can be your guide, helping you make informed decisions and…
https://vimeo.com/996298777?share=copy Presidential election years can bring heightened market volatility as investors grapple with potential policy shifts. This stems from investor uncertainty surrounding potential policy changes by the incoming administration. However,…
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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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This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.
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240-379-6929 V
240-439-6889 VP
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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.
