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What You Get
Who We Serve
Meet Your Team
Why The Redwood
Blog
Contact Us
Client Access
Form CRS
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
Meet Daniel Kostaroff
Meet Mark Shank
Meet Jay Van Cleave
Meet Craig Schneider
Meet Ieman Afram
Meet Kristine Hollister
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Social Media at LSIA
What You Get
Who We Serve
Meet Your Team
Peace of Mind Binder
Watch Us At Work
Client Access
Form CRS
Blog
Contact Us
Careers
Important Information
Social Media at LSIA