CONNECT

Address:

881 3rd Street Suite B-4
Whitehall, PA 18052

Phone:

610-443-2243

Fax/Other:

610-443-2247

Our Firm

We are a full-service financial firm committed to providing the highest level of customer service and helping individuals pursue their financial goals.  We strive to best identify your goals and make sound financial decisions through a wide range of investment products. 

Please call or email us if you have any questions about our firm or the range of financial products and services we provide.

 

KIRK BROWN

Kirk Brown, Managing Partner, is co-founder of KMJ Financial Group, LLC.  He has been in the financial services field since 1987. His specialties include working with clients to make customized portfolios that meet their financial goals. Kirk holds various securities licenses and is a certified insurance agent in the state of Pennsylvania.  He is a local graduate of Northampton High School and also of Shippensburg University.

When not in the office, Kirk enjoys spending time with his wife and two children.

 

 

 

 

 

jacob ruggles, CFP®

Jacob Ruggles, Managing Partner, is co-founder of KMJ Financial Group, LLC.  He has been in the financial services industry since 2001.  Jake works with clients to help develop customized financial plans that are tailored towards retirement, estate, and/or college funding.  He holds various securities licenses and is a certified insurance agent in the state of Pennsylvania and other states.  Jake graduated from Lafayette College with a BA degree in Mathematics/Economics and Business.  He is a CERTIFIED FINANCIAL PLANNER™ certificant, and has also completed the Financial Planning program at New York University School of Continuing and Professional Studies.

Outside the office, Jake enjoys the time spent with his family.  Additionally, he is an Alumni Admissions Representative with Lafayette College.

 

 

 

MICHAEL STEIGERWALT

Michael Steigerwalt is a registered representative of KMJ Financial Group, LLC.  He has been in the financial services industry since 2011.  Mike works with clients to help facilitate their retirement and insurance needs.  He holds various securities licenses and is a certified insurance agent in the state of Pennsylvania and other states. He graduated from Lehighton HS and is an Air Force Veteran.

Mike's outside activities include spending time with his wife and coaching his granchildren in sports.

 

 

 

 

 

 

DAN FRATANTORO

Dan Fratantoro is an Investment Advisory Representative and Tax Consultant of KMJ Financial Group, LLC. Dan spent the first 10 years of his professional career as a Certified Public Accountant with a large, regional firm in Bethlehem, PA. Dan is a graduate of DeSales University with a B.S. in Accounting. He currently lives in Palmer Township with his wife (Dana) and their two children (Mason and Charley).

Dan is a member of the Palmer Township Kiwanis Club and the Easton Lions Club. Outside the office, you can probably find him at the beach in Fenwick Island, DE with his family.

 

 

 

 BRENDA MISHKO

 

 Brenda Mishko has been with KMJ Financial Group,   LLC since inception and serves as the Executive       Assistant. She has been working in the financial     services industry since 1996. Her roles include   adhering to client services, office management, new   accounts, and the liaison for online client support.

 

 Brenda enjoys cooking, reading, gardening, and   spending time with her family when not working.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck