Team

Steve Koch

President & Financial Consultant

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...

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...

Ashley Young

Client Services Associate

7275266859

7272458806

Ashley@KochFinancialServices.com

Coming Soon!

Beth Willis

Practice Associate

7275266859

7272458806

Beth@KochFinancialServices.com

Marissa Nicole Gray

Director of Operations and Client Services

7275266859

7272458806

Marissa@KochFinancialServices.com

Marissa Nicole Gray is the Director of Operations and Client Services at Koch Financial Services, and focuses on providing high quality service to clients. Following 10 years at American Stage Theatre Company, where she served as the...

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...

Vincent Martone

Financial Consultant

7275266859

7272458806

Vincent@KochFinancialServices.com