Meet the team

KPCG Team Resources

Our Wealth Strategies Team is available to our clients as a discussion, planning & educational resource. We aim to make a difference in the lives of others by truly understanding their wants & needs then implementing strategies to help them reach their goals. Our Wealth Strategies Team is a resource provided so that our clients have an enhanced experience.

Our team

Jim Frank, J.D., LL.M

Director of Estate & Financial Planning

Jim is an innovative wealth planning strategist with over 30 years of experience in business, personal estate & gift planning for high net worth individuals & families. He enjoys working with our clients & their legal &...

Jason Meiser, ChFC, CLU, RICP

Wealth Management

Jason coordinates asset management & financial planning strategies. He oversees portfolio design & construction, provides investment analysis, due diligence & monitoring of various platforms offered through LPL &...

Kristen Yates

Digital Planning Specialist

Kristen serves as the Digital Planning Specialist where she assists in creating customized financial forecasting & analysis reports based on client specific data. She is skilled in utilizing many different planning &...

David D. Brain, MBA, CLU, ChFC

David has worked in financial services for over 30 years. He has extensive experience helping clients understand the intricacies of life insurance products & protection strategies.