The Kukla McGinnis Brown Team

We help our clients and their families make sound financial decisions. This is the core business of the Kukla McGinnis Brown Team. On the surface, it appears that all financial advisors make the same promises. We differentiate ourselves in the industry in three key ways:

We help our clients establish and implement a plan that is in line with their goals. Most importantly, we help them see it through by providing objective, disciplined advice. We take the emotion out of the decision-making process. This helps our clients stay on track in order to achieve their goals.

We have a succession plan in place in order to see our client’s families through multiple generations. The advisors on our team range in age from late 60s to early 30s. We created this team intentionally so our clients can be assured we will be here for them and for their children.

Many people come to us for investment advice, but they stay with us for everything else. We serve as our clients’ Family CFO, advising on every aspect of their financial lives.

We hope you will contact us with questions.

 




Contact The Kukla McGinnis Brown Team

afaerber@monetagroup.com

Meet the Team

Chali Beard
Client Service Manager
Hunter Brown
MBA, CFP®
Partner
Tarah Chandler
Client Service Administrator
Carolyn Duggan
Client Service Manager
Alicia Faerber
CFP®
Operations Manager
Sean Follis
CFP®
Advisor
Kara Gibson
Client Service Administrator
Emily Haislar
FPQP™
Client Service Manager
Jane Heine
FPQP™
Operations Manager
Kevin Hennessy
Client Service Manager
Laura Hessel
CFP®, CDFA™
Senior Advisor
Donald Kukla
CPA, CFP®, PFS
Partner
Ingrid Lee
CFP®
Advisor
Stephanie Martin
Client Service Manager
Patrick McGinnis
CFA®, CFP®
Partner
Joshua McLain
Client Service Manager
Joshua Rauterkus
Client Service Manager
Brittany Root
Client Service Manager
Lindsay Taylor
J.D., CFP®
Advisor