Matthew Osypowski is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with four years of industry experience. He has been with Kroeger Financial Partners since 2021 and previously worked at Sierra Starlight Insurance Services. Outside of financial advising, he has experience in the hospitality industry through his work at Golden Era Lounge. Kroeger Financial Partners serves individuals, high-net-worth clients, trusts, and small businesses with discretionary asset management and comprehensive financial planning, incorporating tax preparation services. The firm focuses on diversified, long-term portfolios using ETFs and mutual funds, alongside periodic rebalancing and tax-aware adjustments.

Orion Kroeger is a CFP® professional with 11 years of industry experience, currently serving at Kroeger Financial Partners since 2015. He previously worked at Kroeger Financial from 2004 to 2022. Kroeger Financial Partners serves individuals, high-net-worth clients, trusts, and small businesses by providing discretionary asset management, portfolio oversight, and comprehensive financial planning. The firm emphasizes diversified portfolios using exchange-traded funds and mutual funds, long-term allocation strategies, and tax-aware adjustments, while also offering annual tax preparation services both for advisory clients and on a standalone basis.