Broker Check

Clearwater Office

13575 58th Street North
Clearwater, FL 33760

Team

 

Steve Koch

Financial Advisor

(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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Brittany Spurlin

Practice Associate

(727) 526-6859

(727) 245-8806

Britt@KochFinancialServices.com

Brittany joined the Koch Financial Services team in January 2019.  She brings a bright, friendly and energetic spirit to our group with a sincere can-do attitude in providing support for optimizing all guest services experiences. 

Phillip Martin

Financial Advisor

(727) 460-2848

phillip@kochfinancialservices.com

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

(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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