KRAMER WEALTH MANAGERS - Key Persons
Job Titles:
- Client Relations Representative
Adrianna Rocha joined Kramer Wealth Managers in 2021.
Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.
Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients' as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.
Adrianna is not registered with Osaic Wealth.
Job Titles:
- Advisor
- Financial Advisor
- Managing Partner
- Board Member for the Texas School for the Deaf Foundation
Danny joined Kramer Wealth Managers in 2001. As a partner/advisor for Kramer Wealth Managers, Danny focuses on developing the vision for clients and leads Kramer's advisory team for the western states. He serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Danny helps to challenge assumptions and engage clients to dream and set goals then develops a plan to support their vision of the future.
Danny holds his series 7, 66, and life insurance licenses. He is an active leader in the industry, speaks frequently across the nation including an invitation to give a TEDxlsay Talk. Danny graduated with honors in the College of Social Studies from Wesleyan University in Connecticut and earned an MS in Administration and Supervision from Gallaudet University.
Danny serves as a board member for the Texas School for the Deaf Foundation, Communication Service for the Deaf and USA Deaf Sports. Danny is a true sports fan, loves to coach high school and college level sports but his true passion is his family. He lives in Austin, Texas with his wife, Debbie, and two children.
Job Titles:
- Advisor
- Financial Advisor
- Managing Partner
Dave joined Kramer Wealth Managers in 1998. As a partner/advisor for Kramer Wealth Managers, Dave focuses on creating goal-aligned solutions for clients and leads Kramer's advisory team for the south and mid-western states. Like his partners, he serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Dave's strengths are his passion, intelligence, and powerful communication skills. Dave helps clients understand how their portfolio is truly functioning in relation to the vision for their future and helps make the appropriate changes.
Job Titles:
- Account Service Specialist
Jack joined the Kramer Wealth Managers team in 2010 assisting with various temporary projects. He became a full-time member of the team in 2013.
Jack supports Kramer Wealth Managers in the role of Account Service Specialist. His main responsibility to to protect the client experience and to ensure seamless communication between clients and the advisory team. He is often our first line of connection with clients and establishes relationship. He is responsible for account maintenance and acts as a liaison between our clients and the companies with whom we work to ensure efficient account transactions.
Jack graduated from Gallaudet University with a BA in Psychology in 1998. He comes to Kramer Wealth Managers with a strong customer service background ranging from retail to human services. He is also a skilled handyman and enjoys working with his hands. He serves his community as a volunteer at Catoctin Quaker Camp, helping children achieve both physical and emotional goals.
Jack has been married for 17 years to his wife, Monica. He is the proud father of two multi-talented girls who demand his attention. He has been coaching soccer at various levels for over 25 years.
Jack is not registered with Osaic Wealth.
Job Titles:
- Advisor
- Financial Advisor
- Certified Financial Planner
Jeremiah joined Kramer Wealth Managers in 2013.
As an advisor for Kramer Wealth Managers, Jeremiah strives to connect people to the process of financial management enabling them to understand and navigate their options. Like his associates, Jeremiah serves pre-retirees and retirees, corporate executives, business owners and non-for-profit organizations. Jeremiah helps clients to develop a complete, tailored strategy to address their current financial needs and achieve their long-term financial goals.
Jeremiah is a Certified Financial Planner™ professional, and he has his Series 7 General Securities Representative license, Series 66, and Life Insurance licenses. He received his Bachelor of Science degree in Business Management from Rochester Institute of Technology (RIT) and earned an MS in Personal Financial Planning and Financial Therapy Graduate Certificate from Kansas State University.
Jeremiah has an ambition to make financial literacy more accessible for the Deaf and Hard of Hearing community, which is why he started FYIFI, a website that provides the financial literacy content in American Sign Language (ASL). Also, he is an adjunct professor at Gallaudet University to teach college students about investments.
Job Titles:
- Financial Advisor
- Founder
- Certified Financial Planner
- Founding Advisor
Lee started Kramer Wealth Managers, formerly Kramer Financial, in 1985.
As founding advisor for Kramer Wealth Managers, Lee focuses on the complete financial picture for clients and leads Kramer's team of partners and staff. He has served thousands of pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Lee ensures clients have a solid vision for their future and has his clients' best interests in mind as he crafts strategies unique to each one.
Lee is a Certified Financial Planner™ professional, and he holds his series 7, 24, 63, 65, and life insurance licenses. He is a member of Osaic Wealth' President's Club. Lee received his B.S. degree from Wesleyan University in Connecticut and earned an MBA from Northeastern University.
Lee has served on the board of various non-profit and community organizations including his current service as a board member for the Maryland School for the Deaf Foundation. Lee has completed several marathons including on 50-mile ultra marathon and enjoys spending time with his wife, Bonnie, two sons and their family dog.
Job Titles:
- Operations Manager
- Operations Manager, Sign Language Interpreter
- Registered Assistant
Lisa joined Kramer Wealth Managers in October 2000 while still enrolled at CCBC-
Catonsville in the Interpreter Preparation program. After completing her A.A.S. degree, she
Lisa Dewing is a Registered Assistant with Osaic Wealth.
Stephanie joined Kramer Wealth Managers in 2006. As an advisor for Kramer Wealth Managers, Stephanie focuses on creating a compelling vision with clients and initiates Kramer's focus on woman advisors. Stephanie has been involved in finance since 1989 as an analyst for the Sallie Mae and Federal Government. Like her associates, Stephanie serves pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Stephanie's assets are her warmth, humor and financial skill. She delights in helping clients truly understand their portfolio and how it functions to serve their dreams.
Stephanie holds her series 7, 66, and life insurance licenses. She is, in fact, the very first deaf woman advisor to ever earn the Series 7 General Securities license. Stephanie received her BS degree from Gallaudet University and her MBA from George Mason University.
Stephanie has a strong desire to see more deaf women empowered to broaden their financial literacy and take charge of their personal finances. She has served as a board member for Deaf Women United and various non-profit organizations. She is actively involved with other community organizations. Stephanie and her husband, Mark, are the parents of two very active twin boys.
Job Titles:
- Client Relations Specialist
Tanna Jo joined Kramer Wealth Managers in 2018. Tanna Jo is the backbone of the Austin, TX office, providing support to Danny Lacey and his clients all over the country. Her duties include a combination of administrative, operational, and client service functions. As part of the support staff, she schedules client meetings, prepares and processes client paperwork, organizes and maintains client files and correspondence, and maintains client accounts for such things as address changes, beneficiary changes, and bank information updates. Her bright smile welcomes clients in the Austin office.
Tanna Jo graduated in 2010 with dual Bachelor's degrees in Business Administration and Accounting from Gallaudet University. She then obtained her Master's in Business Management from Newman University in 2014. Her prior work experience gives her a strong aptitude for customer-focused service and meticulous attention to detail. She grew up in Kansas and is a huge fan of the KC Chiefs/Royals and enjoys watching sports. When not in the office, you can find her outdoors or traveling. In addition to her own pets, she is a foster parent for cats and dogs and an animal rescue volunteer.
Tanna Jo is not registered with Osaic Wealth.