At Stonebridge Financial Associates, LLC, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you develop a personal financial analysis to address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working smart enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is custom designed to address your individual situation.
Kevin P. Brockman, CFP®
Kevin is a CERTIFIED FINANCIAL PLANNER™ Professional and is the Managing Partner of Stonebridge Financial Associates, LLC. He has over 20 years of experience as a financial professional. As a CFP® Professional...
Gregory Kateff, MBA, CPA/PFS
Greg Kateff is one of the senior Financial Consultants of Stonebridge Financial Associates, LLC. His 40+ year career includes a wide variety of financial experience. Past career highlights include, public accounting, CFO...
Jodi started in the financial services industry in 2001. After taking a few years off to be with her young children she was invited to rejoin the team. She strives to push herself and her team to their fullest potential. She excels in...
Karen Kateff, Greg’s wife, is now assisting with administrative matters in his practice. (At home she is the CEO). Her formal educational background is liberal arts and architecture. She holds a builders license from the State of...
Benjamin I. Waxenberg, CPA/PFS
Benjamin is a 1978 graduate of Michigan State University where he received his Bachelor of Arts degree, majoring in Accounting. He has over 30 years of accounting experience...