Client Login

Our Team

The KMG Fiduciary Partners team

The team is comprised of experienced professionals who hold several industry designations, including CPA, CFP®, CIMA®, and CRPS®.

David R. Kaser, CFP®

Wealth Advisor

Richard J. Kaser, CFP®, CIMA®, CPWA®

Wealth Advisor

Aaron E. Mechling, CRPS®

Wealth Advisor

Benjamin A. Kusner

Wealth Advisor

Shane M. Meyer

Wealth Advisor

Steven Berner, CFP®

Wealth Advisor

Thomas W. Kreft

Wealth Advisor

Cameron D. Kaser

Wealth Advisor

Traci K. Osentoski

Relationship Manager

Kristi Towse

Relationship Manager

Courtney L. Denman

Business Manager

Jesse M. Lancaster, CFP®

Wealth Analyst

Adelaina N. Welch

Wealth Analyst

Important Consumer Disclosure

KMG Fiduciary Partners, LLC (“KMGFP”) is an SEC registered investment adviser with its principal place of business in Toledo, Ohio. KMGFP and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which KMGFP maintains clients. KMGFP may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. KMGFP’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of KMGFP’s website should not be construed by any consumer and/or prospective client as KMGFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice from KMGFP for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from KMGFP. Any subsequent, direct communication by KMGFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides. For information pertaining to the registration status of KMGFP, please contact the United State Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of KMGFP’s current written disclosure statement discussing KMGFP’s business operations, services, and fees is available from KMGFP upon written request. KMGFP does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on KMGFP’s website or incorporated herein, and takes not responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.