13575 58th Street North

Clearwater, FL 33760

(727) 526-6859
[email protected]



Steve Koch, President of Koch Financial Services, has been providing strategic financial planning and retirement income management to people at or near retirement since 1986. Steve brought his prior work experience in the market sector...

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Kelly Ellington

Practice Associate

(727) 526-6859

(727) 245-8806

Kelly Ellington joined the Koch Financial Services team in February 2018 with more than 20 years of in-depth client-services experience. She is a cherished member of the agency with outstanding abilities to optimize the experience of...

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After 33 years in the Aerospace industry, Phillip wanted to start a new career helping others learn how they can "thrive in retirement", not just survive. He is excited about this new opportunity and would enjoy getting to know more...

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Susie Leduc, SPHR

Financial Advisor & Practice Administrator


Susie Leduc is a Senior Professional in Human Resources (SPHR) with over 16 years in working as a human resource leader and...

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