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Kirchenbauer Financial Management & Consulting
Serves a Diverse Client Base
in the
Washington, D.C. Metro Area, Virginia, San Francisco, the Bay Area
and throughout the United States
KFMC Staff The KFMC team is structured to provide you with the best advice and service possible. With over 40 years of financial expertise and an experienced service staff, the KFMC team offers comprehensive and personalized financial life planning and investment management advice. Our team members include: Lisa A. K. Kirchenbauer, CFP®, RLP® -- President With over 20 years of management and investment advisory experience in the financial services industry, Lisa Kirchenbauer has been a Certified Financial Planner® since 1990. She is one of a very small number of advisors who has achieved the Registered Life Planner® Designation from The Kinder Institute as well as serving as an affiliated advisor with The Sudden Money Institute. Lisa is a member of the regional and national Financial Planning Association and is active in the Executive Women's Roundtable. Lisa graduated from Stanford University with honors in International Relations and when she is not playing as a classical percussionist with the Capital Wind Symphony, she can be heard as a regular guest on the Boomer Talk radio show broadcast over several local Clear Channel radio stations in the Washington, DC area. She resides in Arlington, Virginia with her husband and 10 year old and twin 4 year old sons. Susan Pitts Dykstra -- Business Management & Planning Support Ms. Dykstra has over 20 years experience as a finance professional. She has been a principal in investment banking and venture capital firms and in corporate finance for both large and small companies. She is studying for her Certified Financial Planner designation. Ms. Dykstra has a MBA from Stanford University and a B.A. summa cum laude from the University of New Hampshire. Her primary duties at KFMC are business management and assisting Ms. Kirchenbauer in all aspects of financial planning and investment management. Sossy Matos -- Client Service Associate Sossy Matos has joined us with years of experience in banking, mortgage and finance with an emphasis on customer service. She previously worked at Wachovia Bank and Access National Mortgage. She has her degree in Business Administration and has returned to school for an additional degree in Theology and Religious Studies. Married last year, she resides with her husband John and the newest addition to her family, a puppy by the name of Fenway, in northern Virginia. Celinda Barefield -- Administrative Assistant Celinda Barefield has joined us as a full-time administrative assistant. Celinda has extensive experience in the financial services sector including work with Phoenix Savings Bank in their mortgage division, as a tax preparer and as the accounting manager for a church. She is finishing her BS in Business Administration. She came to our area last year when her husband became the senior Army chaplain at Arlington Cemetery. We appreciated her experience with over 21 moves as an Army spouse as we prepared for our move in 2007 to new offices. |
Our Fee Structure Client Quarterly Letters Client Profiles Resources & Links SPECIAL INTEREST Early Affluence Sudden Wealth Financial Planning for Women We Make the Process Easy Many of our clients have the knowledge and know what they would like to do...but they just don't have the time. Others have limited financial knowledge. We understand that managing your finances is not an easy task, and we want to make the process as easy and stress free as possible. Completely Confidential We also understand the sensitive issue of sharing one's personal financial stituation, and we hold your information in the highest confidentiality. Free Initial Consultation Because this is such an important decision for your life, we want you to feel completely comfortable with us. So, we invite you to have a free initial consultation to determine whether our firm is the right fit for you. Schedule Lisa to Speak at Your Next Event Lisa Kirchenbauer is often invited to speak at events sponsored by corporations and organizations. Contact KFMC to schedule Lisa to speak at your next event. |
Kirchenbauer Financial Management & Consulting
200 North Glebe Road, Suite 812 / Arlington, VA 22203
703-387-0919, ext. 501
Toll Free: 877-678-8880 / FAX: 703-387-0918
www.kfmcfinancial.com / e-mail: info@kfmcfinancial.com
copyright 2007 KFMC
