CLIENT CONTACT GUIDE
Engagement Coordinator
Main Office: 717.774.7080
Justin Ramsey Extension 110
Email
Schedule A Meeting
Best for:
- Scheduling or rescheduling meetings
- General inquiries
- Connecting you with the appropriate team member
Wealth Planning Advisors
Main Office: 717.774.7080
Best for:
- Urgent financial matters
- Major life changes or career transitions
- Time-sensitive planning considerations
Office Hours
Monday–Thursday: 8:30 AM to 5:00 PM
Friday: 8:30 AM : 12:00 PM
We do respond to inquiries Friday afternoons, though response times may be slower.
Paraplanning Team
Main Office: 717.774.7080
Morgan Singer, Ext. 107
Email
Supports Brian Kennedy
Teena Worthy, Ext. 106
Email
Supports Vincent Catalano
Nate Adams, Ext. 105
Email
Supports Dylan Baxter
General Paraplanner Inbox: Email
Best for:
- Day-to-day planning questions
- Tax documents & reports
- Portal and website access
- Fund requests & trade instructions
Director of Client Services
Tami Kane, Ext. 109
Email
Director of Operations
Sarah Schwacher, Ext. 104
Email
Not sure who to contact?
Call 717.774.7080 or email and our Engagement Coordinator will be glad to assist.
FAQ
Clients can engage with KCA Wealth through three service levels designed to reflect the complexity of their needs.
Tier 1: Clarity - Project-based financial planning for specific financial questions.
Tier 2: Coordination - Ongoing investment management with coordinated financial planning.
Tier 3: Continuity - Concierge-level wealth optimization with proactive monitoring and ongoing strategic support.
If you’d like to work with KCA Wealth, the first step is to schedule a meeting with our Engagement Coordinator.
Clients may choose to consolidate accounts or maintain existing relationships with other financial institutions. In many cases, KCA Wealth coordinates planning alongside existing accounts and advisors to ensure the broader financial strategy remains aligned.
The process typically begins with an introductory conversation designed to understand your current situation, financial priorities, and long-term goals. If the engagement appears to be a strong fit, the process may proceed through the Assess stage of the KCA Wealth Concierge™ framework, where the Financial Health Triad™ assessments help establish a baseline understanding of your financial picture. Schedule a meeting with our Engagement Coordinator today.