JK INVESTMENT GROUP - Key Persons
Anthony Kulka - Chief Investment Officer
Anthony is the Chief Investment Officer for JK Investment Group. Working alongside the advisors, he oversees the firm's overall research strategy through an approach based on Behavior Evaluation. He uses his strengths in quantitative analysis to translate information into insight. After six years working in retail banking and investments, he has experienced most facets of the investment advisory business including research, trading, account management, and customer service.
An alumnus of Cleveland State University, Anthony obtained a Master of Business Administration with a focus in finance. Outside of work, Anthony is avid about all things outdoors. His passion for food and his hometown makes him proud of the food scene that has come to develop in Cleveland.
Brian grew up locally in Strongsville Ohio with his Mother and Father. After completing high school, he went on to University of Cincinnati where he earned his BBA in Accounting. After college, Brian moved back to the Cleveland area where he attended Cleveland State and earned his MBA.
Upon returning to Cleveland, Brian quickly went into Big 5 accounting with Ernst & Young. This is where he first started to learn and uncover his passion for the financial services industry. He and Sanjay decided to begin to bring that passion for this business and work together and create JK Investment Group in 2002. Brian later branched out and has spent the last 15 years working on the distribution side of the business with companies like Ohio National and Transamerica. Upon gaining that experience, he decided to rejoin JK Investment Group and bring that level of experience back to the firm.
When away from the office, Brian spends most of his time with his wife (Sherri) and two daughters (Riley and Reese). He is an avid Cleveland sports fan, and has recently been transformed into a soccer fan through youth athletics. In addition, he is a car enthusiast and enjoys spending time on the golf course and with friends.
In her downtime, she enjoys time with her family and close friends. DeAndra loves cooking and trying new recipes with her husband, Steve and their 5 children. There is never a dull moment in the Norwood home, and they wouldn't have it any other way. Kennedy, the young entrepreneur, Steven II, the recent high school grad & budding data analyst, Zion, the scholar, Liam, the future academy nominated actor, and last but not least, Kamryn, the up-and-coming artist.
Job Titles:
- Executive Assistant to Ranjan Jagetia
Garrett is originally from Youngstown, where his immediate family still resides. Garrett attended Valparaiso University and obtained a degree in Sports Management with a minor in Business Administration. He was also a member of the tennis team while attending Valparaiso, where he finished Top-6 in the record book and was the Sportsmanship winner of the Horizon League conference in 2016. Garrett enjoys film, music, his two family dogs Wilson and Rider, and spending as much time as possible with friends and family. He is a huge fan of the Cleveland Cavaliers and the ATP Tour (tennis).
Before joining JK Investment Group, Lindsey was Regional Director in Ohio and Michigan for Fidelity Institutional Asset Management, where she oversaw the sale of branded mutual fund products by financial institutions, financial planners and insurers. In her decade at Fidelity, she also served as a senior regional investment consultant in Dallas, while raising over $5 billion in assets for Fidelity. and as a regional vice president in Northeast Ohio. Lindsey earned her bachelor's degree in business administration, with a focus on finance, at John Carroll University.
Lindsey and her husband David currently reside in Broadview Heights along with their four children, David, Ben, Max and Rose. In her limited free time Lindsey likes to run, golf and stay active in the community.
Job Titles:
- Chartered Retirement Plan Specialist
- Wealth Advisor
A Hiram College graduate, Matthew obtained his Bachelor of Arts in Economics and a minor in History. Immediately after graduation, Matthew worked with several large financial institutions before establishing his career with JK Investment Group in 2015.
Matthew is a licensed Chartered Retirement Plan Specialist and applies his analytical, planning and creativity skills to help clients realize and achieve their financial goals. He enjoys seeing his clients succeed and works daily to build their portfolios and strengthen the client-advisor relationship. With clients from Arizona to Pennsylvania, Matthew enjoys networking all over the country to continue to expand his already robust client base.
When he is away from the office, Matthew enjoys playing soccer and being outdoors. Specifically, he and his wife enjoy backpacking in the National Parks.
Job Titles:
- Senior Client Service Associate
Graduating with a Bachelor of Science in Communications from Ohio University and a Juris Doctor from Cleveland State University Marshall College of Law, Maura brings 25 years of account management, client services, and sales experience. For many of our clients she will be the first point of contact providing exceptional service, and strives to make a significant contribution to firm growth and expansion through processing efficiencies.
Maura is a huge Cleveland Browns fan and enjoys spending time in the beautiful Metroparks, kayaking, practicing yoga, cycling, and attending concerts.
Michael is a graduate of Valparaiso University in Valparaiso, Indiana and is originally from the Chicago suburb of Lisle, IL. At Valparaiso, Michael earned his Bachelor's degree in Finance with a minor in Economics and was also a four-year letterman and captain of the Men's Golf team.
After graduating, Michael worked as an analyst for Allstate Investments, focusing on reporting and planning for Allstate's institutional investment portfolio in Chicago, IL. At Allstate, Michael grew his passion for the investments and securities industry. From that experience, Michael chose to continue his financial education by becoming a candidate in the CFA Program. He has passed the Level I and Level II Exams in the CFA Program.
Michael moved to Lakewood, OH in 2020 where he currently resides with his fiancé (Allison). He is an avid golfer who aspires to travel to some of the world's top golf courses. In addition, he enjoys classic rock music and is a Chicago sports fan.
Michelle is an experienced administrative support professional, bringing 15 years to JK Investment Group, with roles held in healthcare and law enforcement.
She welcomes clients at the front desk, answers inbound calls, handles schedules and general office functions for the team. Michelle and her spouse enjoy time with their dog, Zoey; along with dining at locally owned restaurants. Either in a studio or in a park, a weekend is spent practicing yoga.
Job Titles:
- Wealth Advisor
- Wealth Manager
As a Wealth Manager for JK Investment Group, Ranjan brings 30 years of experience in the financial industry which has allowed him to assist families and business owners plan for their present and future goals.
After graduating from Louisiana Tech University, Ranjan continued his studies at Case Western Reserve and earned a master's degree in Accounting. He passed his CPA exams and was licensed in the state of Ohio in 1989. Ranjan began his journey in financial advisory services with MetLife and remained there for the next 28 years. In January of 2017, he became an independent agent with Commonwealth and joined the JK Investment Group team one year later.
Ranjan has been married for 25 years to his wife, Neelam, and they have two wonderful children. Their daughter graduated from MIT and their son is currently attending Princeton University.
Job Titles:
- Relationship Manager, Director of Financial Planning
Roger brings over 17 years of banking, investment, and financial planning experience. Prior to joining JK Investment Group, Roger was a Financial Planner with Baird Private Wealth Management and a Private Client Group Relationship Manager at PNC Bank.
Roger earned his bachelor's degree in Business Administration with a concentration in Finance from the University of Walden. He also holds his FINRA Series 7 and 66, as well as an Ohio Life, Health and Variable annuity license. Roger has a passion for comprehensive wealth management and believes it provides the foundation for clients achieving their financial goals.
Roger and his wife Stephanie were born and raised in Montreal, Quebec, Canada. They have been married for 24 years and have two children, Ryan (20) and Allyson (16). Roger enjoys staying active by playing tennis, hiking in the Cleveland Metroparks and volunteering with his family.
Sanjay grew up in a small New Jersey town with his Mom (Asha), Dad (Dwarka) and Sister (Anu). Sanjay earned his Bachelor of Business Administration from the University of Cincinnati in 1998, which is when he really began to enjoy the functions of the market and the financial services industry. Sanjay then started his career at Schaeffer Investment Research.
After spending several years at Schaeffer, Sanjay wanted to take the passion and love that he had for the financial services business and begin helping clients one-by-one, in an environment that that allowed him to work independently and do what was in the best interest of the client. It was with this philosophy and principles that JK Investment group was formed. Even 19 years later, that passion is still what drives JK Investment Group. As Sanjay likes to say: "All of our clients are unique…which is why we thrive on providing personalized approaches and strategies tailored to each of them."
When Sanjay is not at work, he enjoys spending time with his family and friends. His true passion is travelling; Sanjay has been to many beautiful places worldwide and eventually hopes to settle down in Italy or the Caribbean for retirement.
Tiffany brings 15 years of experience in banking as a top performing branch manager, executing a dual role as branch manager and wealth advisor during her service at Key Bank. Tiffany utilizes her diverse banking background to focus on every aspect of her client's financial wellness to create holistic solutions as their trusted advisor.
Possessing extensive experience in helping both individuals and business owners, Tiffany is well versed in business lending, payment processing, and 401K retirement benefit solutions. A crucial aspect of her previous job entailed giving financial seminars to schools, businesses, and libraries.
Tiffany has also assisted clients in all avenues of financial planning from saving for college, buying a home, managing debt, starting a business, or retirement and legacy planning. Tiffany attended Baldwin Wallace and Cleveland State University, earning a bachelor's degree in Broadcast Communication and a minor in Psychology.
Tiffany enjoys spending her free time with her family and watching her daughter, Jayda, compete in gymnastics competitions. She enjoys training and completing in 10-mile adventure races and Ninja courses with her daughter. They even have a small course if their backyard!