SecureBridge Wealth Advisors

The SecureBridge Wealth Advisors team is proud to provide abreadth of experience, financial knowledge and elevated level of service to allour clients. We work together to serve your goals and help you meet yourfinancial future with more confidence.


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Team photo for SecureBridge Wealth Advisors
Team photo for SecureBridge Wealth Advisors

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Advisors

Patrick McAleer

CFP®, ADPA

Private Wealth Advisor

Managing Partner of SecureBridge Wealth Advisors
Visit Patrick McAleer's website

Roger E Kasch

CFP®, ChFC®, AAMS

Private Wealth Advisor

Managing Partner of SecureBridge Wealth Advisors
Visit Roger E Kasch's website

Leonard Levitch

CFP®, BFA

Private Wealth Advisor

Managing Partner of SecureBridge Wealth Advisors
Visit Leonard Levitch's website

Kyle Geblein

CFP®, BFA, APMA

Financial Advisor

Managing Partner of SecureBridge Wealth Advisors
Visit Kyle Geblein's website

Chad Dean

CFP®, APMA

Financial Advisor

Managing Partner of SecureBridge Wealth Advisors
Visit Chad Dean's website

John Gerard

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit John Gerard's website

Domenica Ackiss

Associate Financial Advisor

Visit Domenica Ackiss's website


Team

Camilla Mury Carvalho

Camilla Mury Carvalho

Financial Planning Assistant

Personal Intro

Camilla is originally from Florida, but now is happy to call Richmond her home. Outside of the office, she spends her time with her cat Toasty, as well as playing with local music groups and regional orchestras.

Roles & Responsibilities

  • Financial planning & Analysis
  • Client Service
  • Data Gathering
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Anna Grasso

Anna Grasso

Paraplanner

Personal Intro

Anna grew up in Oregon and worked in Chicago for several years before settling in Richmond over a decade ago. She joined SecureBridge in 2021 and acquired her securities license in 2023. Anna and her husband, Michael, have 3 children as well as a pit-beagle mix who loves to chase squirrels. Outside of the office, she enjoys cheering on her children at all their activities, visiting wineries, and watching Oregon State football.

Roles & Responsibilities

  • Financial Planning & Analysis
  • Client Service
  • Place Trade Orders
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Kelly Phillips

Kelly Phillips

Client Service Manager

Personal Intro

Kelly was born in Richmond, VA but spent half of her life growing up in Roswell, GA before attending the College of Charleston in Charleston, SC. She has three dogs (Pippa, Maezy and Annie) who keep her laughing. Kelly enjoys playing indoor and baking. She has owned her own small cake pop business for over a decade.

Roles & Responsibilities

  • Business Processing
  • Client Service
  • Meeting Prep & Follow up
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Amy Powers

Amy Powers

Receptionist,

Client Concierge

Personal Intro

Amy grew up in Henrico moved to Goochland when she married her husband Duane over 2 decades ago. They have 3 boys and 2 dogs. She enjoys spending time with her family & friends, singing, making crafts, cooking, baking, bowling, line dancing, watching NASCAR & NHRA racing. She also enjoys jelly belly jellybeans.

Roles & Responsibilities

  • Client reception
  • Client Service
  • Appointment scheduling
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Kristen Hebert

Kristen Hebert

Marketing Manager

Personal Intro

Kristen has lived all over but calls Virginia home. She is married to Kevin, and they have 3kids: Chase, Del and Bartley and 2 yellow labs. Kristen loves spending time with her family, sampling the local brewery scene, volunteering, and watching Alabama and Tennessee sports (Roll Tide! & Go Vols)

Roles & Responsibilities

  • Digital Management Event Coordination Client Appreciation
  • Client Appreciation
  • Event Coordination
  • Brand coordination and implementation
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Jenny Childress

Jenny Childress

Paraplanner

Personal Intro

Jenny is a native of Baltimore, MD but considers Virginia her home. An alumna of VA Tech, she and her husband, Tod, have two children (also Hokies) and a black lab, Fin. Jenny joined SecureBridge in 2013 in a marketing role before moving to client support for the Levitch team. In 2024, she acquired her Series 7, 66 and insurance licenses. She is a member of the Rockbridge Master Gardeners Association.

Roles & Responsibilities

  • Financial planning & Analysis
  • Client Service
  • Place Trade Orders
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Anne English

Anne English

Client Service Manager

Personal Intro

Anne has lived in Virginia her entire life and in Richmond for the past 32 years. She and her husband Jimmy, have 2 daughters, Grace and Abby and white lab, Murphy. Anne enjoys volunteering, spending time with familyand friends, and relaxing in her hometown at the river.

Roles & Responsibilities

  • Meeting Prep & Follow up
  • Data Gathering
  • Client Service
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Jeanine Graubics

Jeanine Graubics

Client Service Manager

Personal Intro

Jeanine is a proud graduate of VA Tech (B.S. Finance). She has lived most of her life in Hanover, where she currently makes her home with her husband and two dogs. She has two grown up sons. Life outside the office involves walks around her property with the pups and paddle boarding. She also enjoys running races with friends, visiting wineries, reading and watching movies.

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Cheryl Pearson

Cheryl Pearson

Paraplanner

Personal Intro

Cheryl was born in Richmond, VA and currently resides in Midlothian, VA. She and her husband James have a daughter, Caitlin, a son, Brandon, a grandson, Holden and a granddaughter on the way. Outside of the office, Cheryl enjoys spending time with family, working with RMC Events, watching Villanova basketball and loves Baby Yoda.

Roles & Responsibilities

  • Client Service
  • Place Trade Orders
  • Meeting Prep & Follow up
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Pam Senfield

Pam Senfield

Paraplanner

Personal Intro

Pam lives in Ashland. She has three children, two in college and one in high school. Pam loves to spend time with her family, watching her kids play their sports while being their biggest supporter, traveling and exploring new places, enjoying nature, crafting, and spending time with her friends.

Roles & Responsibilities

  • Meeting Prep & Follow up
  • Client Service
  • Data Gathering
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