Kaizerman & Associates, LLC

Meghan Waclawsky is a CFP® with nine years of industry experience, currently serving as a financial planner at Kaizerman & Associates, LLC. She previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. In addition to her advisory role, she is an enrolled agent providing tax-related services. Kaizerman & Associates, LLC is a small, supported firm managing approximately $24.6 million in assets for individuals, trusts, pension plans, charitable organizations, and small businesses. The firm operates on a non-discretionary basis and employs fundamental, technical, and asset-allocation analysis when recommending investments.

Alyx Cox is a CFP® with 14 years of industry experience, currently serving at Kaizerman & Associates, LLC. Prior to joining Kaizerman, Alyx worked at Osaic, Kovitz Securities, Kovitz Investment Group Partners, Northwestern Mutual Investment Services, and Thomas Canale. In addition to financial advising, Alyx is an IRS Enrolled Agent providing tax preparation services. Kaizerman & Associates, LLC offers portfolio management, financial planning, consulting, and a Beneficiary Directory service to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis and incorporates fundamental, technical, and asset-allocation analysis in its investment recommendations.

Mark Kaizerman is a CFP®, ChFC®, and PFS™ with 39 years of industry experience. He is the principal of Kaizerman & Associates, LLC, where he has worked since 1994, and he also owns Beneficiary Directory, a business providing materials and systems to help individuals organize important documents for heirs. Kaizerman serves as a trustee on the board of a residential condo association. Kaizerman & Associates, LLC is a small, supported firm serving individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, consulting, and a Beneficiary Directory service, managing assets primarily through non-discretionary individual accounts using fundamental, technical, and asset-allocation analysis.