PITTSBURGH – Success has a way of forming long lasting relationships. This year D.B. Root & Company is recognizing Steve Kohler for his decade-long contribution to the firm. Steve joined the firm as a Financial Advisor, and has devoted his skills to servicing a roster of clients in the areas of wealth management, retirement planning, tax and estate planning and insurance evaluation.
Steve is a CERTIFIED FINANCIAL PLANNER™ professional and possesses an Accredited Investment Fiduciary® designation, which furthers his commitment to implementing proper fiduciary practices, policies and procedures. Kohler says,“I was looking for a company that would allow me to grow as a professional, while supporting me with the resources necessary to provide top-level financial advice. I feel I hit the bullseye.”
In 2014, for the fifth time, Steve was named a *5-Star “Best in Client Satisfaction” Wealth Manager by Pittsburgh Magazine (results compiled by Crescendo Business Service, a national independent research firm). “Steve has been a solid advisor for our clients and for our firm. He has established himself as a key executive for us and trusted advisor to a growing list of clients. He has embraced our business model of providing an expected level of service and expertise, and has continued to contribute to our advancement of this philosophy.” Stated David B. Root, Founder and CEO.
Steve currently serves on D.B. Root & Company’s Executive Committee, participating in management decisions for the firm. He holds an accounting degree from Duquesne University. He has worked in the financial industry for more than 18 years, starting as a senior customer representative for Dreyfus Investment Services. Other prior experience includes Federated Investors as a mutual fund wholesaler in the bank broker/dealer sales division, and a stint with Confluence Technologies, a software company specializing in performance calculations for mutual fund companies.
Steve is actively involved with community service initiatives through his church, Trinity Evangelical Lutheran of Wexford. He is also a member of the Community Ministries, active in various fundraising activities supporting Habitat for Humanity, and a current congregation council member. “Our firm is very committed to giving back to the community, and I appreciate their support of our individual involvement as well.” said Kohler.
He lives in Sewickley with his wife Angela and three children – Vivien, Luke and Martin. Steve enjoys playing golf and coaching youth hockey at the Robert Morris Island Sports Center.
About D.B. Root & Company
The financial advisors of D. B. Root & Company provide wealth management and financial planning to individuals, families and businesses. Award winning advisors provide independent, personal financial advice including retirement planning, investment management, estate planning, tax advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered at 436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219 (412) 227-2800. For more information, visit www.dbroot.com.
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC (www.finra.org), a registered investment adviser. Fixed insurance products and services and tax services offered by D.B. Root & Company are separate and unrelated to Commonwealth.
*Pittsburgh Magazine Five Star Wealth Manager Award. Results compiled by Crescendo Business Service, a national independent research firm. Based on 10 objective eligibility and evaluation criteria including minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com