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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steve Koch

President & Financial Consultant

(727) 526-6859

steve@stevekochfinancial.com

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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Marissa Nicole Koch

Director of Operations and Client Services

7275266859

7272458806

Marissa@KochFinancialServices.com

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Susie Koch

Director of Community Outreach

(813) 545-4728

susie@kochfinancialservices.com

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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Mark Willis

Financial Consultant

(727) 434-7877

Mark@KochFinancialServices.com

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Koch Financial Services are...
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