We have over 30 years of experience

Our team takes the time to know our clients. We meet with you, get to know your family and we're available for you throughout a lifetime of new experiences.

Meet The Team

Why Choose Us?

Our firm was founded on the belief that what clients want most from their advisors is unbiased advice. All advisors at Kramer Wealth Managers are independent brokers. There are no proprietary products or sales quotas to meet. Instead, our independent broker/dealer allows each advisor to offer appropriate strategies for each clients’ objectives. The client and the advisor are on the same side of the table.

Having access to thousands of companies and products allow Kramer Wealth Managers to offer appropriate strategies for each clients’ objectives. In addition to our offices in Frederick, MD and Austin, TX, Kramer Wealth Managers advisors are licensed in 50 states and the District of Columbia to provide financial services to clients from all over the country.

We travel to over 30 cities throughout the United States to meet with clients face to face. We have five full-time staff dedicated to the service needs of our clients. Our advisors have over 80 years combined experience in the financial services industry.

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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.

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Financial Advisors

Lee Kramer

Founder/Financial Advisor

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Dave Frank

Financial Advisor

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Danny Lacey

Financial Advisor

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Stephanie Summers

Financial Advisor

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Jeremiah Thompson

Financial Advisor

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Support Team

Lisa Dewing

Operations Manager

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Tanna Jo Baldridge

Client Relations Specialist

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Jack Morley

Account Service Specialist

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Adrianna Rocha

Client Relations Specialist

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Maryland Office

9099 Ridgefield Drive Suite 101
Frederick, MD 21701

VP: (240) 439-6889
Voice: (240) 379-6929
Fax: (240) 379-6909

Texas Office

611 S. Congress Ave. Suite 440
Austin, TX 78704

VP/Voice: (512) 410-0739
Fax: (512) 692-2990

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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.

** Some services offered through independent strategic alliances/professional firms.

*** The securities products and services offered or provided by Osaic Wealth are not being provided or offered on behalf of the Federal Government.The offer of such securities is not sanctioned, recommended, or encouraged by the Federal Government. Osaic Wealth and Kramer Wealth Managers are not endorsed by or affiliated with the Federal Government.

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.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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Lee Kramer

Managing Partner and Financial Advisor

CFP® | ChFEBC℠ | MBA

240-439-6889 VP
240-379-6929 ext. 1302 V
info@kramerwealth.com

Lee Kramer launched Kramer Wealth Managers, formerly Kramer Financial, in 1985, turning his vision into a reality. As the founding advisor, Lee is the mastermind behind the firm’s comprehensive financial strategies, leading his team with a clear focus on delivering top-notch service. He has a knack for transforming financial complexities into straightforward, personalized plans for pre-retirees, retirees, corporate executives, business owners, and not-for-profit organizations.

A CERTIFIED FINANCIAL PLANNER® professional, Lee holds Series 7, 24, 63, 65, and life insurance licenses. His academic credentials include a B.S. from Wesleyan University and an MBA from Northeastern University, showcasing his strong foundation in financial expertise.

Outside of work, A seasoned marathoner, Lee has tackled several marathons, including a 50-mile ultra marathon, proving he’s as dedicated to his personal challenges as he is to his clients. He enjoys life with his wife, Bonnie, their two sons, and their playful family dog.

Q: If you could give one piece of financial advice to your younger self, what would it be?

A: I’d advise my younger self to start investing early, even with small amounts. The power of compound interest is incredible over time, and beginning sooner rather than later would make a significant difference in long-term wealth. Investing consistently, even modestly, allows your money to grow and work for you, giving you financial security and flexibility in the 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.

Dave Frank

Managing Partner, Financial Advisor

RFC | DBA | MBA | ChFEBC℠

240-575-2326 VP/V
240-379-6909 FAX
info@kramerwealth.com

Dave joined Kramer Wealth Managers in 1998. As a partner/advisor for Kramer Wealth Managers, Dave focuses on creating goal-aligned solutions for clients and leads Kramer’s advisory team for the south and mid-western states. Like his partners, he serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Dave’s strengths are his passion, intelligence, and powerful communication skills. Dave helps clients understand how their portfolio is truly functioning in relation to the vision for their future and helps make the appropriate changes.

Dave holds a Series 6, 63, 65 and life insurance licenses. After graduating cum laude from University of Massachusetts-Amherst, Dave earned his Master of Business Administration (MBA) degree from University of Massachusetts-Boston. Then in March 2010, Dave became the first deaf financial advisor to earn a Doctorate when he graduated from California Coast University with his Doctorate in Business Administration (DBA).

Dave has served the community as a sports coach/administrator for a number of years and is currently Head Coach for the USA Deaf Track and Field Team. He lives in Maryland with his wife, Audrey, and has three grown children and four grandchildren.

Danny Lacey

Managing Partner, Financial Advisor

MS

512-410-0739 VP/V
512-692-2990 FAX
info@kramerwealth.com

Danny joined Kramer Wealth Managers in 2001. As a partner/advisor for Kramer Wealth Managers, Danny focuses on developing the vision for clients and leads Kramer’s advisory team for the western states. He serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Danny helps to challenge assumptions and engage clients to dream and set goals then develops a plan to support their vision of the future.

Danny holds his series 7, 66, and life insurance licenses. He is an active leader in the industry, speaks frequently across the nation including an invitation to give a TEDxlsay Talk. Danny graduated with honors in the College of Social Studies from Wesleyan University in Connecticut and earned an MS in Administration and Supervision from Gallaudet University.

Danny serves as a board member for the Texas School for the Deaf Foundation, Communication Service for the Deaf and USA Deaf Sports. Danny is a true sports fan, loves to coach high school and college level sports but his true passion is his family. He lives in Austin, Texas with his wife, Debbie, and two children.

Stephanie Summers

Financial Advisor

ChFEBC℠ | RFC | MBA

301-563-9287 VP/V
240-575-2330 VP
240-379-6909 FAX
info@kramerwealth.com

Stephanie joined Kramer Wealth Managers in 2006. As an advisor for Kramer Wealth Managers, Stephanie focuses on creating a compelling vision with clients and initiates Kramer’s focus on woman advisors. Stephanie has been involved in finance since 1989 as an analyst for the Sallie Mae and Federal Government. Like her associates, Stephanie serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Stephanie’s assets are her warmth, humor and financial skill. She delights in helping clients truly understand their portfolio and how it functions to serve their dreams.

Stephanie holds her series 7, 66, and life insurance licenses. She is, in fact, the very first deaf woman advisor to ever earn the Series 7 General Securities license. Stephanie received her BS degree from Gallaudet University and her MBA from George Mason University.

Stephanie has a strong desire to see more deaf women empowered to broaden their financial literacy and take charge of their personal finances. She has served as a board member for Deaf Women United and various non-profit organizations. She is actively involved with other community organizations. Stephanie and her husband, Mark, are the parents of two very active twin boys.

Jeremiah Thompson

Financial Advisor

CFP® | ChFEBC℠ | MSPFP

240-397-6859 VP
240-379-6929 V
240-379-6909 FAX
info@kramerwealth.com

Jeremiah joined Kramer Wealth Managers in 2013.

As an advisor for Kramer Wealth Managers, Jeremiah strives to connect people to the process of financial management enabling them to understand and navigate their options. Like his associates, Jeremiah serves pre-retirees and retirees, corporate executives, business owners and non-for-profit organizations. Jeremiah helps clients to develop a complete, tailored strategy to address their current financial needs and achieve their long-term financial goals.

Jeremiah is a CERTIFIED FINANCIAL PLANNER™ professional, and he has his Series 7 General Securities Representative license, Series 66, and Life Insurance licenses. He received his Bachelor of Science degree in Business Management from Rochester Institute of Technology (RIT) and earned an MS in Personal Financial Planning and Financial Therapy Graduate Certificate from Kansas State University.

Jeremiah has an ambition to make financial literacy more accessible for the Deaf and Hard of Hearing community, which is why he started FYIFI, a website that provides the financial literacy content in American Sign Language (ASL). Also, he is an adjunct professor at Gallaudet University to teach college students about investments.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certificated Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Lisa Dewing

Operations Manager, Sign Language Interpreter

CFP® | NIC-A

240-379-6929 x1301 V
240-439-6889 VP
240-379-6909 FAX
info@kramerwealth.com

Lisa joined Kramer Wealth Managers in October 2000 while still enrolled at CCBC-
Catonsville in the Interpreter Preparation program. After completing her A.A.S. degree, she
later graduated Summa Cum Laude from the University of Maryland Global Campus, earning
a Bachelor’s of Science in Finance with a minor in Personal Financial Planning.

She also holds the following certifications/licenses:

      –  CERTIFIED FINANCIAL PLANNER™ professional

      – Registry of Interpreters for the Deaf NIC-Advanced certification
      – FINRA Series 7 General Securities Representative license
      – NASAA Series 66 Uniformed Combined State Law/Investment Advisor Representative license
      – Maryland Life and Health Insurance License


As an integral part of the company, Lisa’s responsibilities are broad and varied. She
oversees all aspects of company operations including client relations, compliance
standards, marketing and company brand initiatives, staff development, special projects,
and office management. She has a special passion for supporting clients during major life
transitions such as terminal illnesses or the loss of loved ones, with empathy, compassion,
and care.

Beyond her work, Lisa is actively involved in her church and community. She provides pro
bono interpreting services in the community and mentors student interpreters from her alma
mater. With her husband, Jamie, she can usually be found on the field at one of their son’s
baseball games or at one of their daughter’s theater, dance, or piano performances.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certificated Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Tanna Jo Baldridge

Client Relations Specialist

MBA

512-410-0739 VP/V
512-692-2990 FAX
info@kramerwealth.com

Tanna Jo joined Kramer Wealth Managers in 2018. Tanna Jo is the backbone of the Austin, TX
office, providing support to Danny Lacey and his clients all over the country. Her duties include
a combination of administrative, operational, and client service functions. As part of the
support staff, she schedules client meetings, prepares and processes client paperwork,
organizes and maintains client files and correspondence, and maintains client accounts for
such things as address changes, beneficiary changes, and bank information updates. Her bright
smile welcomes clients in the Austin office.


Tanna Jo graduated in 2010 with dual Bachelor’s degrees in Business Administration and
Accounting from Gallaudet University. She then obtained her Master’s in Business Management
from Newman University in 2014. Her prior work experience gives her a strong aptitude for
customer-focused service and meticulous attention to detail.


She holds her Series 7 General Securities Representative license and Series 63 license.
She grew up in Kansas and is a huge fan of the KC Chiefs/Royals and enjoys watching sports.
When not in the office, you can find her outdoors or traveling. In addition to her own pets, she
is a foster parent for cats and dogs and an animal rescue volunteer.

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.

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.