Our Team

Tom Lawless, CFP®, CRPC®

Managing Partner | Financial Advisor

tlawless@kewealth.com

Michael Schroeder, CFP®

Managing Partner | Financial Advisor

mschroeder@kewealth.com

Michael Passante, CFP®, ChFC®, CLTC®, CLU®

Managing Partner | Financial Advisor

mpassante@kewealth.com

Luke Schroeder, CFP®

CFP

lschroeder@kewealth.com

Terry Rascon

Paraplanner

trascon@kewealth.com

Olivia Gutierrez

Operations Associate

ogutierrez@kewealth.com

Gina Schroeder

Client Relationship Manager

gschroeder@kewealth.com