Who We Are
Our Team
Richard A. Keetley, CFP®, CLTC®, CIMA®
Executive Vice President/ Wealth Management, Financial Advisor
Stephen M. Goldstein, AIF®, CFP®, RICP®
Executive Vice President/ Wealth Management, Financial Advisor
Kris Olenginski, CFP®
Vice President/Wealth Management, Financial Advisor
Brandon Fanelle, AAMS®
Assistant Vice President/Wealth Management, Account Executive
Katie L. Hughes
Registered Private Client Associate
Victoria LePore
Registered Private Client Associate
Awards
Forbes 2023 Best in State Wealth Management Advisors
Rich and Steve have been recognized for the third year running as Forbes Best in State Wealth Advisors.
Forbes 2023 Best in State Wealth Management Team
QL Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
Forbes 2022 Best in State Wealth Advisors
For the second consecutive year, Rich and Steve have received the Forbes Best in State Wealth Advisors recognition.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Operation Santa 2022
This Christmas, the QL Wealth Advisors gave Santa a helping hand.
Spring Cleaning Clothing Drive
QL Wealth Advisors utilized their annual spring cleaning to collect and donate clothing for their community.
Socktober Mask Donation
QL Wealth Advisors donated masks and other clothing in recognition of Socktober 2020.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
