KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regions Bank, Fifth Third Securities, and Fifth Third Bank. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm combines fundamental analysis with access to institutional model portfolios and third-party programs, offering customized investment solutions and quarterly account reviews.

Brian Bouillet is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2008 and has also held roles with Securities America, Inc., KCPAG Insurance Services LLC, and Kemper Capital Management LLC. Outside of finance, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing personalized financial planning, discretionary asset management, and retirement plan consulting. The firm employs a combination of fundamental analysis and trading strategies while offering access to institutional model portfolios and third-party advisory platforms.

Benjamin Brown is a financial advisor at KCPAG Financial Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Kemper Capital Management, Fastenal Company, and DoorDash. Outside of his advisory role, he has been involved with Illiana Christian Assembly, Inc. for nine years. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to a range of clients including individuals, trusts, and business entities. The firm utilizes fundamental analysis and a mix of long- and short-term trading strategies, providing access to institutional model portfolios and third-party programs while accommodating client-specific investment restrictions.

Christopher Frizzi is a CFP® professional with 31 years of industry experience, currently serving at KCPAG Financial Advisors LLC. He has been affiliated with Kemper Capital Management LLC and related entities since 2009. Outside of his advisory work, he has a minor involvement as an owner of a single-family rental property. KCPAG Financial Advisors LLC offers financial planning, discretionary asset management, and retirement plan consulting to individuals, trusts, business clients, and charitable organizations. The firm employs a combination of fundamental analysis and model portfolios, providing clients with customized investment programs and quarterly account reviews.

Sheila Lautenbacher is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked with KCPAG Financial Advisors since 2015 and has prior experience at Securities America Inc. and Kemper Capital Management. Sheila is also involved with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm integrates fundamental analysis with institutional model portfolios and third-party platforms, providing tailored investment programs and quarterly account reviews.

Shawna Horne is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Kcpag Brokerage LLC, Kcpag Insurance Services LLC, Securities America, Inc., and Kemper Capital Management LLC. She has been with KCPAG Financial Advisors LLC for 25 years. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, providing clients access to multiple advisory programs and third-party platforms.

Ronald Pohl is a financial advisor at KCPAG Financial Advisors LLC with 23 years of industry experience. He holds a Series 65 designation and has previously operated his own advisory businesses, including RJ Pohl Advisor Services, Inc. Outside of his advisory work, he is a minority owner of Guggman Haus Brewing Company, where he occasionally assists with accounting, payroll, and tax matters. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, institutional model portfolios, and third-party programs to develop customized investment strategies.

William Thomas is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Securities America, Inc., Kemper Capital Management, and Casey State Bank. He is also associated with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals and various institutional clients. The firm utilizes a combination of fundamental analysis, trading strategies, and access to institutional model portfolios through multiple advisory programs.

R Smith is a financial advisor with KCPAG Financial Advisors LLC in Greenfield, IN, holding CFP® and CFA® designations with 19 years of industry experience. He has worked at several related firms including Kcpag Insurance Services LLC, Kemper Capital Management LLC, and Securities America Inc. since 2010. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing personalized financial planning, discretionary asset management, and retirement plan consulting. The firm employs a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering tailored investment programs and quarterly account reviews.

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience. She holds a Series 65 designation and has worked at KCPAG since 2019. Prior to that, she was with Kemper Capital Management starting in 2018 and Kemper CPA Group from 2016 to 2018. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, retirement plan consulting, and referrals to third-party money managers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients, combining fundamental analysis and a range of institutional model portfolios to develop individualized investment programs.

John Porter is a CFA® charterholder with 28 years of industry experience. He has worked at KCPAG Financial Advisors LLC since 2001 and was previously with Securities America, Inc. from 2005 to 2019. He is also associated with Kemper Capital Management LLC and related entities. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing financial planning, discretionary asset management, and retirement plan consulting. The firm uses a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering personalized investment programs with quarterly reviews.

Benjamin Russell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at KCPAG Financial Advisors LLC in Evansville, IN. He has worked with KCPAG Financial Advisors, Kcpag Insurance Services LLC, Kemper Capital Management LLC since 2016, and previously with Securities America, Inc. from 2016 to 2019. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering access to multiple advisory programs and third-party platforms.

Thomas Moore is a CFP® professional with 31 years of experience in the financial industry. He is affiliated with KCPAG Financial Advisors LLC and has worked at several related firms, including Securities America Inc. and Kemper Capital Management LLC. Moore is also involved with Kemper CPA Group LLC, where he has worked since 1987. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering services through multiple advisory programs and third-party platforms.

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC and Kemper Capital Management LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008, and previously at Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a combination of fundamental analysis, trading strategies, and access to institutional model portfolios and third-party platforms to develop individualized investment programs.