Kestler Financial’s diversified and solid foundation gives us a most unique value proposition – we truly identify with our advisors. We passionately strive to grow our business on the core principles of providing our advisors with nationally recognized, powerful products which positions them as a leader in the industry. All the while, maintaining personable and supportive relationships by respecting each individual advisors and their respective marketing needs. Give us a call and you might enjoy marching to the beat of a different drummer!
VP, Senior Advisor Consultant
David Ocasio delivers strong solutions and substantial results for top-producing Financial Advisors by providing strategic guidance, marketing analysis, and case design. Specializing in capital preservation and income planning, David’s 15 years of experience is entwined with his highly dedicated support. If you want an effective path to growing your business and achieving your goals, he’s the expert you need by your side.
Senior Advisor Consultant
Terry is a motivated, entrepreneurial minded financial industry professional who has experienced nearly every aspect of the industry. He partners with and supports emerging and elite advisors and their practices with a focus on growth, efficiency and increased profitability. As a fully licensed and seasoned executive, retail advisor and business development Vice-President with nearly 20 years of relevant industry experience, Terry understands the challenges advisors face on a daily basis and works to implement processes and systems to make your business thrive.
Pete is dedicated and driven advisor consultant; specializing in assisting financial advisors, registered representatives and IAR's using proprietary products to lower the risk in their clients portfolio, increase their returns, and cut their fees in half. Additionally, Pete works with insurance agents in supporting their clients with legacy planning, 401k rollovers, and retirement income planning.
Pete can also provide state of the art, turn-key, customized marketing platforms that are geared to allow his advisors to connect with more prospects and build long-lasting relationships.
Along with being an Advisor Consultant, Pete is an active member of the United States Air Force, 175th Air Wing in Baltimore, Maryland. Dedicated to supporting and securing our community and our country.
Director of Life Insurance
Amy Kniseley provides a 360° approach to advisor services, assisting in operational efficiency, sales training, product development, and business development. Her 15+ years of experience enables her to consult on the most advanced cases by providing full-service life support.
Creative Marketing Manager
Lisa Jacobs boosts financial advisors’ revenue with diverse marketing and practice management strategies. With a solid reputation for guiding businesses toward optimal growth, Lisa Jacobs provides expertise in digital marketing, effective social media and brand awareness, authentic marketing, and highly profitable inbound campaigns.