We shape futures.
Your wealth wasn’t a handout — it’s the result of your hard work. Now, it’s time to secure your financial future. We can help.
At KFA, we’ve got your back.
KFA started back in 2015 when John Fennig stepped away from his position at Ameriprise Financial. He knew that people needed independent, sound financial and investment advice. Since then, we’ve been growing steadily as an SEC-Registered Independent Advisory Firm.
Officially, we’re financial advisors, but to our clients, we’re the ones who help shape their futures.
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Our Team.
John Fennig
John Fennig is the founder and a private wealth advisor of KFA Private Wealth Group. As both a Certified Financial…
Alan Parces
Chief of Staff
Alan retired from the US Army as a First Sergeant of the National Capitol Response Company (NCR) after 23 years of service…
Kevin Deans
Vice President + Private Wealth Advisor
Kevin Deans is a Private Wealth Advisor and a Chartered Retirement Planning Counselor (CRPC) at KFA Private Wealth Group…
Jason Epps
Vice President + Private Wealth Advisor
For more than eighteen years, Jason’s focus has been to empower his clients; enabling them to achieve all they desire…
Charles Gibbons
Vice President + Private Wealth Advisor
Charles Gibbons is a Private Wealth Advisor and a Chartered Retirement Planning Counselor (CRPC) at KFA Private Wealth Group…
Prema Nair
Senior Tax Manager
Prema Nair is a detail-oriented certified public accountant with 20 years of experience. Her areas of specialization include working in all…
James P. Patterson
Vice President + Private Wealth Advisor
James P. Patterson is a Vice President, Private Wealth Advisor, Certified Financial Planner (CFP®) and Chartered Retirement Planning…
Michael Rettinger
Vice President + Private Wealth Advisor
Michael F. Rettinger is a Private Wealth Advisor, Certified Financial Planner (CFP), and a Chartered Retirement Planning Counselor…
Annette Bobby
Senior Tax Analyst
Annette Bobby is a Senior Tax Analyst at KFA Private Wealth Group. As a Certified Public Account, Annette specializes in…
Sean Obetz
Tax Manager
Sean is a tax manager at KFA Private Wealth Group, LLC. Sean graduated from Shippensburg University with a Bachelor’s degree…
Jessica Yusufova
Tax Manager
Jessica Yusufova is a tax manager at KFA Private Wealth Group, LLC. After graduating from Baruch University…
Nick Sullivan
Senior Financial Advisor
With over a decade of experience helping a multitude of clients, Nick draws from these perspectives to develop …
Tricia Lepofsky
Financial Advisor
Tricia is a Financial Advisor who transitioned from opera to finance. Through the American College of Financial Services, she has completed…
Matthew Trail
Financial Analyst
Matthew Trail is a paraplanner working with Michael Rettinger at KFA Private Wealth Group. Prior to joining KFA, he …
Theron Weimer
Senior Financial Advisor
Terry Weimer is a Financial Advisor for KFA Private Wealth Group. Prior to joining KFA, Terry retired as a Colonel…
Lisa Schaefer
Financial Advisor
As a Financial Advisor, Lisa is passionate about helping her clients build and protect their wealth, align their financial plans…
Danny Weinstein
Financial Advisor
Danny is a Financial Advisor at KFA Private Wealth Group. After studying and receiving a Bachelor of Arts in Economics…
Tyler Mills
Compliance Manager
Ty Mills is the Compliance Manager at KFA Private Wealth Group. Prior to joining KFA, Ty was a Lead Regulatory…
Barbara Gauthier
Client Service Associate
Barbara is a client service associate in KFA’s tax department. She was born in Washington, DC and has always…
Alya Lepp
Tax Analyst
Alya Lepp is a Tax Analyst at KFA Private Wealth Group. Upon graduating from George Mason University…
Tahiya Morgante
Compliance Analyst
Tahiya is a Compliance Analyst with KFA Private Wealth Group. Prior to joining KFA, she was an Assistant Vice President…
Jeanmarie Spradlin
Client Service Coordinator
Jeanmarie Spradlin joined KFA in November of 2018 as a Client Service Coordinator. She spent the previous 25 years…
Betsy Trimber
Client Service Coordinator
Betsy has worked in many different sectors, including the Department of Defense, higher education, consulting firms…
Shannon Young
Client Communications Director
Shannon Young is a Client Communications Director with KFA’s tax department. Previously, she spent seven years…
Arabella Zhang
Tax Associate
Arabella Zhang is a Tax Associate at KFA Private Wealth Group. She began her career in tax as an intern with a local public…
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