Meet Your Team

THE TEAM

THAT MAKES LSIA SPECIAL

Daniel Kostaroff, CFA, CFP

Owner & President*

Mark Shank, CFA

Owner & Chief Investment Officer*

Jay Van Cleave, CFA

Owner & Wealth Advisor*

Kristine Hollister

Owner & Chief Business Officer*

Joann Kayser

Owner & Chief Operations Officer*

Melanie Mayo West, Esq.

General Counsel & Chief Compliance Officer*

Craig Schneider

Business Development Officer

Martha Strom

Wealth Advisor

Diane Bindas

Trade & Settlement Manager

Rebecca Mueller

Operations Manager

Brian Shank

Operations & Trade Specialist

Laurie Kuchler

Client Service Specialist

Ieman Afram

Client Service Specialist

* Denotes an Officer of the company