125 Half Mile Road, Suite 102
Red Bank, NJ 07701
732.383.2064
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Meet Our Team


 

Curtis Krietzberg, CFA, MBA

Principal

Email Address

Curtis@KrietzbergWealth.com

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Curtis Krietzberg, an investment professional with more than 27 years of experience, works closely with wealthy individuals and business owners to help them plan for their future and preserve their wealth. [Continue Reading...]

 

 

 

 


David Krietzberg, CFP®, MBA, CBEC®

Principal

Email Address

David@KrietzbergWealth.com

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David Krietzberg, a seasoned financial professional, has spent more than 35 years helping private clients, business owners and non-profit organizations manage risk and preserve their wealth. [Continue Reading...]

 

 

 

 


Felicia Garland, (JD*) CFP®

Family Wealth Advisor

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Felicia Garland, a CERTIFIED FINANCIAL PLANNER™ professional, applies her nearly ten years of financial planning experience to help her clients build the financial resources they need to live the lives they desire. Felicia joined Krietzberg Wealth Management to offer her clients a well-rounded, team approach to financial planning. She works diligently to help ensure her clients make informed and confident financial decisions. [Continue Reading...]

 

 

 

 


John Kozey, CFA, MBA, AWMA

Portfolio Strategist

John Kozey is a highly-credentialed portfolio strategist with an MBA in Finance from Cornell University, and a bachelor’s degree in Computer Science and Economics, magna cum laude, from Wilkes University. He holds the Chartered Financial Analyst (CFA) and Accredited Wealth Management Advisor (AWMA) designations. In his over 30 years as an investment professional, John has worked as an equity derivatives trader, equity analyst, supervisory analyst, director of research, asset allocator and client portfolio manager for institutional and private wealth clients. His firms included Merrill Lynch, Allen & Co., Thomson Reuters and a private Swiss family office.

John Kozey supports certain registered representatives of Lincoln Financial Advisors Corp. John Kozey is not securities registered or licensed.

 

 


Frank Hackett, MBA

Portfolio Administrator

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Frank Hackett, MBA, joined the Krietzberg Wealth Management team in 2016, bringing with him more than 11 years of experience in the financial industry. He works closely with the Krietzbergs on the administration of client portfolios and also assists in the development of financial plans. Frank and his wife, Loren, a teacher, are enjoying precious moments with their newborn daughter. Finally, Frank is an active contributor to the community, both as a member of the Rotary Club and as a member of the Board of Directors for his condo association.

 

 

 

 


Tom Singleton, CLTC

Family Wealth Advisor

Email Address

Tom@KrietzbergWealth.com

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Tom has earned a CLTC, which stands for "Certified in Long-Term Care," a designation granted by the Corporation for Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning. In his position at Krietzberg Wealth Management, Tom will be assisting clients with their investment, estate planning and retirement planning needs. He will also be working with his clients to help them navigate the often confusing world of senior health care.

 

 


Tricia Krietzberg, APR

Practice Manager

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Tricia brings her expertise as an accredited public relations professional and more than 25 years of management experience to the company as Practice Manager. Though she had been actively involved since the company first launched, Tricia formally joined the team in 2014. In addition to ensuring that clients receive the highest level of client service, Tricia manages special events, workshops, newsletters, and social media. In her spare time, Tricia writes children’s books that she hopes to publish, and volunteers in the community. She and husband Curtis enjoy an active life with their three children, Lily, Ian and Joshua.

 

 

 


Sheila Kushner

Client Service Specialist

Email Address

Sheila@KrietzbergWealth.com

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Sheila Kushner, a Client Service Specialist at Krietzberg Wealth Management, assists clients in many ways, namely with the opening of new accounts and transfers. Before joining the team, she spent more than 15 years in the investment industry, and many years before that in the world of banking. She and her husband, Kevan, a dentist, have been married for 42 years, and together they love to travel. Sheila and Kevan have two daughters, and one little grandson whom they love to spend time with.

 

 

 


Arshdeep Kaur

Practice Assistant

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Arshdeep Kaur is a student majoring in Finance at Fairleigh Dickinson University. She joined Krietzberg Wealth Management in 2017 to learn the industry in a hands-on manner. As a general practice assistant, Arshdeep works on a variety of projects for the firm.

 

 

 

 

 

 


Kelly Garcia

Practice Assistant

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Kelly Garcia, a Practice Assistant, works directly with our clients to schedule regular meetings with advisors, and provides quality client support in a number of ways. Kelly joined Krietzberg Wealth Management in 2018 after having worked at a similar financial services firm as an Administrative Assistant. She plans to go back to school and complete her business degree.

 

 

 

 

Disclaimer

Registered associates of Krietzberg Wealth Management are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Krietzberg Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.