Team

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 Brockman, CFP®

Wealth Advisor

248.686.5229

248.283.7801

kevin.brockman@lpl.com

Kevin is a CERTIFIED FINANCIAL PLANNER™ Professional. He started his career as a financial consultant in 1995. His professional registrations include the Securities Series 6, 7, 24, 63 and 66 held with LPL Financial, as well as life,...

Gregory Kateff, MBA, CPA/PFS

Wealth Advisor

248.686.5224

248.792.2517

Greg.Kateff@lpl.com

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 Ehlen

Executive Assistant

248-480-2800 ext. 246

Jodi.Ehlen@lpl.com

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...

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...