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Kevin K

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Kevin King is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 33 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by integrated resources across the Goldman Sachs platform.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Daniel L

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Daniel Lanman is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Capstone Financial Advisors, and Great Lakes Advisors. Outside of finance, he was involved with The Red Lion and has academic experience at the University of Illinois Urbana-Champaign and Universidad Pontifical Comillas. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm utilizes strategic allocation models, proprietary analytics, and integrates capabilities across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Joshua C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joshua Cooper is a Series 66-registered financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm delivers financial planning and portfolio management supported by specialized offerings and integrates resources from across the Goldman Sachs ecosystem to tailor plans and portfolios to client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Erin F

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Erin Feist is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, she worked for The AYCO Company, L.P./Mercer Allied from 2009 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Isabella S

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Isabella Spadinger is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, her work history includes positions at M&M Country Store, Vector Marketing, and in education at SUNY Plattsburgh and North Colonie Central School District. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across Goldman Sachs affiliates to provide tailored investment strategies and a broad range of advisory services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael G

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ann Q

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Ann Quinn is a financial advisor at Goldman Sachs Wealth Services with 38 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied for 16 years. Quinn holds a Series 63 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Lucas C

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Lucas Carter is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at IntePros Consulting before joining Goldman Sachs Ayco Personal Financial Management. Carter completed his studies at the University of Delaware in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a wide range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Elizabeth Z

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Elizabeth Zorn is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Brock P

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Brock Pompeani is a financial advisor with Goldman Sachs Wealth Services in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and PNC Investments. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes a range of strategic allocation models, investment selections, and operational tools, offering access to services such as Private Family Office, Specialized Executive Wealth programs, and Alternative Investments, while leveraging the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jamie D

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Jamie Dodge is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a large integrated financial group with diverse affiliated services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jared B

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jared Benton Ramirez is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation models and proprietary research tools, leveraging the broader Goldman Sachs network to offer clients comprehensive investment solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael B

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Michael Bergman is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Ayco Company, L.P./Mercer Allied for 18 years before joining Goldman Sachs in 2021. He serves on the Investment Committee at Congregation Gates of Heaven in Schenectady, NY, providing oversight of the synagogue’s investments. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm leverages centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary management.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Devon B

Series 63, Series 65

Miami, FL

Goldman Sachs Wealth Services

Devon Bateman is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He has held positions at Goldman Sachs & Co. since 2016, with a one-year tenure at Trivest Partners. Bateman holds Series 63 and Series 65 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of tailored advisory services supported by proprietary research and integrated capabilities within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael M

Series 63, Series 65

New York, NY

Goldman Sachs Wealth Services

Michael Moorby is a financial advisor at Goldman Sachs Wealth Services with 30 years of industry experience. He held roles at The Ayco Company, L.P./Mercer Allied for 25 years before joining Goldman Sachs in 2021. Moorby is also the owner of Rebel Forces, LLC, an apparel company. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services supported by strategic allocation models and integrated resources across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Carlie D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Carlie Dobrinsky is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked at Eagle Private Capital and has a background including educational roles at Washington University in St. Louis, American Heritage School, and David Lawrence Jr. K-8 Center. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm integrates its advisory teams with various Goldman Sachs affiliates to provide comprehensive investment strategies supported by proprietary research and advanced analytics.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Peter K

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Peter Kalil is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. His background includes roles at Goldman Sachs & Co. LLC, The Vanguard Group, and The Ayco Company, as well as entrepreneurial ventures such as Kalil Auto Group LLC and Kalil's Lawn Care and Property Maintenance. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Alp G

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Alp Gundes is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Prior to joining Goldman Sachs Ayco, he held positions at Crowe and Mortenson, and spent time at the University of Illinois at Urbana-Champaign. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm combines centralized investment resources and internal strategy groups with a range of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sean K

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Sean Koelbl is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrates services across affiliates such as banking and retirement consulting to provide tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jennifer H

CFP®, ChFC®, Series 65, Series 63

Norwalk, CT

Goldman Sachs Wealth Services

Jennifer Huisking is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at United Capital Financial Advisers, LLC and Westport Resources Management. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, integrating resources across the broader Goldman Sachs network.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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