Meet the Team

Meet the Team

Strategies aren’t one size fits all, which is why every client gets our undivided attention - from planning to execution to follow-up. Our team takes a proactive approach in helping develop a strategy to address your specific financial goals. We feel a commitment to our community and want to help you better prepare for the future.

Sanjay Bhargava

Sanjay Bhargava

Chief Executive Officer

Brian Kerber

Brian Kerber

Chief Operating Officer

Anthony Kulka

Anthony Kulka

Chief Investment Officer

Matthew Schiller

Matthew Schiller

Wealth Advisor

Tiffany Boval

Tiffany Boval

Wealth Advisor

Ranjan Jagetia

Ranjan Jagetia

Wealth Advisor

Roger E. Godin

Roger E. Godin

Relationship Manager, Director of Financial Planning

Maura Mueller

Maura Mueller

Senior Client Service Associate

Elice Ottrix

Elice Ottrix

Executive Assistant to Ranjan Jagetia

Michelle Budin

Michelle Budin

Executive Assistant

DeAndra Norwood

DeAndra Norwood

Client Service Associate

deandra@jkinvestmentgroup.com

Michael Doherty

Michael Doherty

Investment Analyst

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!