KFG, LLC

Richard Kahler is a financial advisor at KFG, LLC with 37 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and previously worked for Kahler Financial Group, Inc. for 22 years before joining KFG, LLC. Kahler is involved in financial therapy through Advanced Well-Being, LLC and has experience in writing and speaking via a publishing company, Conscious Finance LLC. KFG, LLC provides financial planning and portfolio management services to individuals, families, business owners, and charitable organizations. The firm employs a process-driven planning approach that integrates technical strategies with clients’ values and behavioral factors, focusing on long-term asset allocation, tax-aware investment techniques, and ongoing client engagement through various educational formats.

Emily Koch is a financial advisor at KFG, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC (Waddell and Reed) and Tagge Rutherford Financial Group. KFG, LLC serves individuals, business owners, professionals, retirees, families, trusts, estates, and charitable organizations with integrated financial planning and portfolio management. The firm uses a process-driven, five-step planning approach and emphasizes long-term, tax-aware investment strategies combined with behavioral considerations.

Karie Swanson is a CFP® professional with one year of experience in financial advising at KFG, LLC. Prior to joining KFG, she worked for 12 years at NorthWestern Energy. KFG, LLC serves individuals, business owners, retirees, families, trusts, estates, and charitable organizations by providing integrated financial planning and portfolio management. The firm follows a process-driven planning approach combined with a long-term, tax-aware investment strategy, and offers services including estate and tax planning, business succession planning, and financial coaching.

Benjamin Paulding is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with KFG, LLC and has previously worked at Freidel & Associates and Steward & Company, LLC. Outside of advisory work, Paulding serves as treasurer and a board member of Preferred Security Components of Pennsylvania, a vehicle detection systems company. KFG, LLC provides financial planning and portfolio management services to individuals, families, business owners, trusts, estates, and charitable organizations. The firm uses a process-driven, five-step planning approach and emphasizes long-term, constant-weighting asset allocation with tax-aware investment techniques.

Nathaniel Gehring is a CFP® with 15 years of industry experience, currently serving as an advisor at KFG, LLC. He has previously worked at Kahler Financial Group, Inc. and KeatsConnelly. KFG, LLC provides financial planning and portfolio management services to individuals, business owners, retirees, families, trusts, estates, and charitable organizations. The firm employs a process-driven planning approach that integrates technical strategies with clients’ values and behavioral factors, emphasizing long-term asset allocation, tax-aware investment techniques, and the use of third-party managers.

Cecilia Fleming is a CFP® professional at KFG, LLC with three years of industry experience. She previously worked at Kahler Financial Group and EVOadvisers. Outside of advisory work, she operates a tax preparation service for long-haul truckers based in Midlothian, VA. KFG, LLC serves individuals, business owners, professionals, retirees, families, trusts, estates, and charitable organizations. The firm provides integrated financial planning and portfolio management using a process-driven, five-step planning approach and a long-term, constant-weighting investment philosophy with tax-aware strategies.