Meet Your Team

THE TEAM

THAT MAKES LSIA SPECIAL

Daniel Kostaroff, CFA, CFP

Owner & President*

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Mark Shank, CFA

Owner & Chief Investment Officer*

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Jay Van Cleave, CFA

Wealth Advisor

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Kristine Hollister

Owner & Chief Business Officer*

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Joann Kayser

Owner, Chief Operations Officer & Chief Compliance Officer*

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Craig Schneider

Business Development Officer

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Martha Strom

Wealth Advisor

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Diane Bindas

Trade & Settlement Manager

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Rebecca Mueller

Operations Manager

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Brian Shank

Wealth & Investment Associate

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Laurie Kuchler

Client Service Specialist

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Ieman Afram

Client Service Specialist

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* Denotes an Officer of the company

THE PEOPLE BEHIND LSIA WEALTH

Get To Know Us

OUR TEAM

6 Videos

DISCOVER HOW WE ARE

REDEFINING WEALTH MANAGEMENT

MEET YOUR TEAM
WATCH US AT WORK
OUR GIFT TO YOU
FOLLOW US ON LINKEDIN

Quick Links

Locations

FLORIDA
11555 Heron Bay Blvd., Suite 200
Coral Springs, FL 33076
(754) 256-4535

MICHIGAN 
39533 Woodward Avenue, Suite 302
Bloomfield Hills, Michigan 48304
(248) 646-2650

WISCONSIN
839 N. Jefferson Street, Suite 504
Milwaukee, Wisconsin 53202
(414) 272-4844 

Contact us

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