As a Registered Investment Advisor, KKRA adheres to fiduciary standards, providing advice that is in our clients’ best interests. We build trusted, long-term relationships with our clients.
Who We Are
Seasoned, experienced advisors dedicated to guiding you through the financial maze. We want you to enjoy the wealth you’ve worked hard to create.
What We Do
Whether it’s wealth management, retirement planning, estate planning or charitable giving, our focus is on your goals and designing a plan that is right for you.
Who We Serve
We strive to both find and design solutions that are closely aligned with our clients’ needs and objectives — and feel a duty to contribute to, and collaborate in, their overall strategic success.
Our Partners
Jeffrey Atkin – Partner
Job Title
We are fortunate to have a loyal, trusting and communicative group of clients.
LeAna Alvarado-Smith – Partner, Director of Operations & Compliance
LeAna began her career with KKRA in 1996 and has since been actively involved with…
Kara E. Gerhart – Partner, Director of Client Relations
Kara became part of our family in 2010, bringing a wealth of client service expertise….