KFA PRIVATE WEALTH GROUP - Key Persons
Alan retired from the US Army as a First Sergeant of the National Capitol Response Company (NCR) after 23 years of service… Continue
Alya Lepp is a Tax Analyst at KFA Private Wealth Group. Upon graduating from George Mason University… Continue
Alya Lepp is a Tax Analyst at KFA Private Wealth Group. Upon graduating from George Mason University, Alya began working as a temp in a small tax and accounting firm. She was quickly hired as a full-time tax preparer and bookkeeper, and also aided with audits, reviews, and worked with clients to resolve issues with the IRS. She worked in the tax industry for four years before switching to governmental accounting, where she focused on payroll, internal audits, revenue analyses, procurement, and account reconciliations while also working as a freelance tax preparer and bookkeeper. She is currently an Enrolled Agent, a federally-authorized tax practitioner, in order to better assist taxpayers on federal and state tax compliance regulations.
After experiencing eight tax seasons, Alya understands the importance of being timely, detail-oriented, organized, and maintaining a strong focus on customer service. Outside of work, she enjoys going to concerts, being outdoors, yoga, and cooking.
Annette Bobby is a Senior Tax Analyst at KFA Private Wealth Group. As a Certified Public Account, Annette specializes in... Continue
Annette Bobby is a Senior Tax Analyst at KFA Private Wealth Group. As a Certified Public Account, Annette specializes in individual tax preparation with a focus on planning to reduce current and future tax liability.
After graduating from Bloomsburg University of Pennsylvania with a degree in Business Administration, Annette relocated to the Washington DC area and worked as an internal auditor for the IRS and then as an accountant for the Treasury Inspector General for Tax Administration. While raising two small children at home she pursued her own bookkeeping and tax preparation business and then later joined K.S. Jameison & Associates as a tax preparer. Annette is a member of the Virginia Society of CPAs and the National Association of Tax Preparers.
In her free time, Annette enjoys spending time with family, hiking, biking, skiing and volunteering in the Reston community where she's lived for over 20 years.
Arabella Zhang is a Tax Associate at KFA Private Wealth Group. She began her career in tax as an intern with a local public… Continue
Arabella Zhang is a Tax Associate at KFA Private Wealth Group. She began her career in tax as an intern with a local public accounting firm that specializes in tax preparation, financial planning, monthly accounting service, and business valuations. She was hired as a full-time tax associate right after graduating with her undergraduate degree. Over the last two years working at the firm, she became skilled in areas such as tax planning, tax preparation, and financial statement preparation for small to medium-sized businesses including manufacturing, contracting, automotive services, retailers, professional services, and high-net-worth individuals.
Barbara is a client service associate in KFA's tax department. She was born in Washington, DC and has always… Continue
Barbara is a client service associate in KFA's tax department. She was born in Washington, DC and has always lived in the DMV. She grew up in Silver Spring and attended the University of Maryland. She graduated Cum Laude with a degree in Finance and worked for 16 years at Bank of America. While her career there spanned both retail and commercial banking, all of her positions focused on the client experience as measured by her ability to successfully manage and expand client relationships.
Barbara is returning to work after taking time off to raise three children in Great Falls where she still lives with her family. She loves sports (both playing and watching), traveling anywhere, and reading a good book on the beach.
Job Titles:
- Vice President Private Wealth Advisor
- Wealth Advisor and a Chartered Retirement Planning Counselor
Charles Gibbons is a Private Wealth Advisor and a Chartered Retirement Planning Counselor (CRPC) at KFA Private Wealth Group… Continue
Charles Gibbons is a Private Wealth Advisor and a Chartered Retirement Planning Counselor (CRPC) at KFA Private Wealth Group. For more than 14 years now, Charles has exemplified his personal philosophy that in order to provide quality advice on a client's financial situation you must first fully understand all facets of that person's life, and only then can you craft a comprehensive, tailored solution, unique to each client. As a result of this commitment, Charles has dedicated his time successfully servicing and building his clientele of families and small businesses.
Danny is a Financial Advisor at KFA Private Wealth Group. After studying and receiving a Bachelor of Arts in Economics… Continue
Danny is a Financial Advisor at KFA Private Wealth Group. After studying and receiving a Bachelor of Arts in Economics from the University of Michigan in 2016 (Go Blue!), Danny began working in the wealth management industry at Morgan Stanley. After realizing that working at an independent firm was more aligned with his standards of client-first financial advice, he joined Heritage Investors Management Corporation in Bethesda. There, he worked closely with families, business owners, and non-profit organizations to counsel them in various aspects of their financial planning, and completed his Certified Financial Planner certification.
Job Titles:
- Client Service Manager
- Client Service Associate
- Client Service Coordinator
Giselle Hensley is an experienced Client Service Associate that helps investors achieve their financial goals… Continue
Giselle Hensley is an experienced Client Service Associate that helps investors achieve their financial goals. She spent the previous 8 years in similar roles working at various financial institutions such as Suntrust Bank & Ameriprise Financial Services.
Job Titles:
- Co - Founder
- Private Wealth Advisor
- Wealth Advisor and Co - Founder
Co-founder + Private Wealth Advisor Gregg Konopaske is the cofounder and private wealth advisor of KFA Private Wealth Group. With more than 26 years of professional experience, Gregg has built a reputation for his innovative, and personable… Continue
Gregg Konopaske is a private wealth advisor and co-founder of KFA Private Wealth Group. With more than 27 years of professional experience, Gregg has built a reputation for his passionate, innovative, and personable approach to wealth management. Upon graduating from the University of Hartford with a degree in Mathematics, Gregg began his career in 1993 as a financial advisor for Ameriprise Financial Services, Inc. Soon thereafter he was promoted to district manager in 1997. Three years later, he was named field vice president.
Job Titles:
- Vice President
- Vice President Private Wealth Advisor
- Vice President, Private Wealth Advisor, Certified Financial Planner
- Wealth Advisor, Certified Financial Planner
James P. Patterson is a Vice President, Private Wealth Advisor, Certified Financial Planner (CFP®) and Chartered Retirement Planning… Continue
James Patterson is a Vice President, Private Wealth Advisor, Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) at KFA Private Wealth Group. With more than ten years of experience in the financial planning and investment field, Pat has been singularly focused in helping families, business owners and institutions achieve their financial milestones.
For more than fourteen years, Jason's focus has been to empower his clients; enabling them to achieve all they desire… Continue
Job Titles:
- Client Service CoordinatOr
Jeanmarie Spradlin joined KFA in November of 2018 as a Client Service Coordinator. She spent the previous 25 years… Continue
Jeanmarie Spradlin joined KFA in November of 2018 as a Client Service Coordinator. She spent the previous 25 years in similar roles at various Law Firms. She has a proven commitment to delivering the highest level of support. Jeanmarie has extensive experience in balancing multiple tasks within deadline-driven atmospheres while providing top-level interpersonal skills and maintaining strict attention to detail to propel firm productivity and enhance client satisfaction.
Jerrod Longley is a Tax Manager at KFA Private Wealth Group. He began his career in tax as a Revenue Agent… Continue
Jerrod Longley is a Tax Manager at KFA Private Wealth Group. He began his career in tax as a Revenue Agent with the Florida Department of Revenue, where he assisted taxpayers with state and local tax issues during the early stages of his undergraduate degree. Towards the end of his undergraduate experience, he secured an internship with a top CPA firm in Palm Beach Gardens, FL, where he began preparing tax returns for small to medium-sized businesses and high-net-worth individuals. Since then, he has accumulated 4 years of public accounting experience dealing with federal, state, and local compliance issues for clients nationwide.
Job Titles:
- Co - Founder
- Business Partner
- Private Wealth Advisor
Co-Founder + Private Wealth Advisor John Fennig is the co-founder and a private wealth advisor of KFA Private Wealth Group. As both a Certified Financial Planner and Certified Public Accountant, John brings both perspectives to the table in helping… Continue
John Fennig is the co-founder and a private wealth advisor of KFA Private Wealth Group. As both a Certified Financial Planner and Certified Public Accountant, John brings both perspectives to the table in helping you achieve your financial goals and plan for your future. Business owners, executives with equity-based compensation plans, and those looking to minimize tax liability over their lifetimes are just some of those who've come to count on his dual areas of expertise.
John Langford is a Senior Financial Advisor for KFA Private Wealth Group.
Since graduating from Marymount University in 2005 with a degree in Business Law, John has plied his trade as a financial advisor, cultivating a strong rapport with clients and colleagues.
Job Titles:
- Vice President Private Wealth Advisor
- Wealth Advisor and a Chartered Retirement Planning Counselor
Kevin Deans is a Private Wealth Advisor and a Chartered Retirement Planning Counselor (CRPC) at KFA Private Wealth Group… Continue
Kevin J Deans is a Private Wealth Advisor and a Chartered Retirement Planning Counselor℠ (CRPC®) at KFA Private Wealth Group. Even before his fifteen years in finance and financial planning, Kevin always had a knack for numbers - and music. Although he would have loved to become a professional musician, the financial advisor in him convinced him his real future in the industry resided on the business-side of the equation. As a result, Kevin started a successful tour management and production company that helped professional touring acts and record labels manage their finances, marketing, and tour details in and around the Chicago area. After college, Kevin continued playing music professionally part-time while managing his business.
Job Titles:
- Matthew Trail / Financial Analyst
Matthew Trail is a paraplanner working with Michael Rettinger at KFA Private Wealth Group. Prior to joining KFA, he … Continue
Matthew Trail is a paraplanner working with Michael Rettinger at KFA Private Wealth Group. Prior to joining KFA, he operated as an annuity specialist and has fourteen years of experience in customer service. He believes in connecting with clients through honesty and transparency.
Job Titles:
- Private Wealth Advisor, Certified Financial Planner
- Vice President Private Wealth Advisor
- Wealth Advisor, Certified Financial Planner
Michael F. Rettinger is a Private Wealth Advisor, Certified Financial Planner (CFP), and a Chartered Retirement Planning Counselor… Continue
Michael F. Rettinger is a Private Wealth Advisor, Certified Financial Planner (CFP®), and a Chartered Retirement Planning Counselor℠ (CRPC®) at KFA Private Wealth Group. Having grown up in the shadow of the nation's capitol and graduated from the University of Maryland, Michael knows the region, its people and traditions through and through. However, it is his studies abroad that he credits for his thorough understanding of global markets, having studied in London, England.
Job Titles:
- Lead Planner
- Senior Financial Advisor
Nick serves as a Lead Planner for KFA Private Wealth. With nearly a decade of experience helping a multitude… Continue
Job Titles:
- Certified Public Accountant
- 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 areas of tax, book-keeping, payroll and accounting across a broad cross-section of clients including high net worth individuals and SMB businesses.
Sarah Fisken is a Client Service Manager at KFA Private Wealth Group. Prior to joining KFA, she was the Client Service Manager at a local Ameriprise Financial practice for over six years.
Sarah is a native of Northern Virginia and takes pride in forming lasting relationships with her clients.
Sarah Fisken is a Client Service Manager at KFA Private Wealth Group. Prior to joining KFA, she was the… Continue
Job Titles:
- Client Communications Director / Shannon
- Client Communications Director With
Shannon Young is a Client Communications Director with KFA's tax department. Previously, she spent seven years at K.S. Jameison & Associates LLC where she served as client liaison and managed a wide array of the tax preparation process. She truly enjoys connecting with clients and understands the importance of providing exceptional service.
She attended Radford University and majored in Psychology. Upon graduating in 2005, she moved to Washington DC and spent nine years managing educational programs for various trade associations.
Shannon is a native of the Washington DC area, residing in Alexandria. She enjoys exercising, traveling and spending time outdoors with her husband and two young sons.
Young is a Client Communications Director with KFA's tax department. Previously, she spent seven years... Continue
Job Titles:
- Compliance Analyst
- Compliance Analyst With
Tahiya is a Compliance Analyst with KFA Private Wealth Group. Prior to joining KFA, she was an Assistant Vice President, Branch Manager for a local Community Bank. She brings with her over 15 years of Financial Management, Client Service experience, Auditing & Compliance experience, as well as various leadership roles for local non-profits. Tahiya understands the importance of how maintaining a culture with Integrity and fostering an environment of strong Ethics will enhance the client experience.
Tahiya is a Compliance Analyst with KFA Private Wealth Group. Prior to joining KFA, she was an Assistant Vice President… Continue
Terry Weimer is a Financial Advisor for KFA Private Wealth Group. Prior to joining KFA, Terry retired as a Colonel from the United States Air Force, having graduated from the United States Air Force Academy. While in the Air Force, Terry was a pilot and an organizational commander. Upon retirement, he raised his three children as his wife, Melinda, completed her own military career with assignments in Italy, Belgium and Germany. In Italy, Terry was an adjunct professor at Embry-Riddle University, teaching graduate level courses to U. S. personnel.
Terry Weimer is a Financial Advisor for KFA Private Wealth Group. Prior to joining KFA, Terry retired as a Colonel… Continue
Tricia is a Financial Advisor who transitioned from opera to finance. Through the American College of Financial Services, she has completed… Continue