KBK - Key Persons

Alan Brachfeld

Job Titles:
  • CFP®, PFS, AIF® Partner

Jacob Miller - SVP

Job Titles:
  • Member of the KBK WEALTH MANAGEMENT Team
  • Senior Vice President

Jeffrey Feinstein

Job Titles:
  • Member of the KBK WEALTH MANAGEMENT Team
  • Principal
  • Principal and Wealth Advisor
is a principal and wealth advisor who joined KBK in 2021. He provides independent advice to both private clients seeking wealth management resources, and to corporate clients requiring benefits management. His vast knowledge and experience help him provide clients with comprehensive, holistic guidance across a broad spectrum of investment, allocation, and risk management, as well as tax, retirement, and estate planning services. Jeff specializes in educating his clients on generational planning and gifting, as well as wealth distribution. He holds his FINRA Series 7 and 63 securities registrations, is life and health insurance licensed in several states, and is licensed for securities transactions. Prior to KBK, Jeff spent seven years as a financial advisor with Lenox Advisors in New York City. Before that, he worked as a sports agent for SFX Baseball Group (now ISE Worldwide), one of the country's premier baseball agencies. In this capacity, Jeff managed the on- and off-the-field careers of several perennial All-Stars and a current Hall of Fame inductee. Jeff earned his bachelor's degree in business from George Washington University School of Business and his MBA from New York University's Stern School of Business, giving him the technical skills, business acumen, and extensive networks of two highly regarded universities. Jeff has been mentioned in various media outlets in the wealth management industry, including Forbes, US News & World Report, CNBC, HudsonMOD, Newsweek, and Crain's New York Business. He has also appeared on many speaker panels at various universities including NYU Stern School of Business and GWU School of Business. Jeff makes a conscious effort to give back to both the financial industry as well as his own community. Accordingly, he volunteers his time and serves on various boards and committees with: United Jewish Appeal - Federation of Jewish Philanthropies of New York, Inc. (UJA) Israel Association of Baseball New York University Alumni Council A resident of Short Hills, NJ, Jeff spends days when he's not in the office with his wife, Alexandra; young children Gemma and Casey; as well as the family dog Hank. He enjoys playing a good game of golf or squash, as well as traveling with the family and rooting for his GW collegiate basketball program. Jeff Feinstein is a principal and wealth advisor who joined KBK in 2021. He provides independent advice to both private clients seeking wealth management resources, and to corporate clients requiring benefits management. His vast knowledge and experience help him provide clients with comprehensive, holistic guidance across a broad spectrum of investment, allocation, and risk management, as well as tax, retirement, and estate planning services. Jeff specializes in educating his clients on generational planning and gifting, as well as wealth distribution. He holds his FINRA Series 7 and 63 securities registrations, is life and health insurance licensed in several states, and is licensed for securities transactions.

Jordan Cohen

Job Titles:
  • Financial Planner
Jordan Cohen is a financial planner who joined KBK in 2022. Jordan provides holistic advice to individuals and families on all financial planning matters including investment management, retirement planning, insurance and risk management, tax planning, estate and wealth transfer planning, and general goals-based financial planning. Jordan is a CERTIFIED FINANCIAL PLANNER™ professional, an Investment Adviser Representative holding FINRA Series 7 and 66 registrations through Commonwealth Financial Network®, and is a licensed insurance broker for life, disability, long-term care, health, and accident insurance.

Michael Kessler

Job Titles:
  • Partner
  • Member of the Financial Services Institute
Michael is also a member of the Financial Services Institute, an independent advocacy organization working in Washington, D.C., and at the state level to promote the highest ethical and fiduciary care standards to protect client assets, as well as a healthy regulatory environment that advances principles of good stewardship, accountability, and individual access to independent, competent, and affordable financial advice, products, and services.

Richard Kass

Job Titles:
  • Partner
  • CERTIFIED FINANCIAL PLANNER
  • Member of the Financial Services Institute
Richard is a CERTIFIED FINANCIAL PLANNER TM professional with more than 35 years in the financial services industry. As a founding member of KBK Wealth Management, Richard prides himself on providing comprehensive financial advice. He is a Registered Representative, an Investment Adviser Representative of Commonwealth Financial Network®, and an Accredited Investment Fiduciary® (AIF®) designee-the industry-standard accreditation for excellence and stewardship in the management and care of foundation assets, pension plans, 401(k)s, educational and nonprofit endowments, and other qualified monies.