Broker Check



Steve Koch

President & Financial Consultant

(727) 526-6859

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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Susie Koch

Director of Community Outreach

(813) 545-4728

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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Marissa Nicole Koch

Director of Operations and Client Services



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Mark Willis

Financial Consultant

(727) 434-7877

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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