Meet Your Team

THE PEOPLE THAT MAKE LSIA SO SPECIAL 

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Daniel Kostaroff, 
CFA, CFP

Owner & President*
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Mark Shank,
CFA, CIC

Owner & Chief Investment Officer*
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Jay Van Cleave, CFA
Owner &
Wealth Advisor*
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Kristine Hollister
Owner & Chief
Business Officer*
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Joann Kayser
Owner & Chief Operations Officer*
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Melanie Mayo West, Esq.
General Counsel &
Chief Compliance Officer*
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Craig Schneider
Business Development Officer
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Martha Strom
Wealth Advisor
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Diane Bindas
Trade & Settlement Manager
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Rebecca Mueller
Operations Manager
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Brian Shank
Operations & 

Trade Specialist
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Laurie Kuchler
Client Service Specialist
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Ieman Afram
Client Service Specialist
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Sonseearay Townsend
Payroll & Billing Manager
* Denotes an Officer of the company

Get To Know Us

 

THE PEOPLE BEHIND LSIA WEALTH

Discover how we improve your life beyond just investments.