Kooman & Associates

Amy Delauter is a financial advisor at Kooman & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. for ten years, overlapping with her tenure at Kooman & Associates since 1999. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million across about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing customized asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Justin Best is a CFP® with three years of industry experience, currently serving as an advisor at Kooman & Associates. His prior roles include work with KIZ Resources and Alleghenies Angel Fund, as well as positions with Penn State Altoona and Adler Athletic Complex. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, businesses, and retirement plans, employing fundamental analysis and a diverse asset allocation approach.

Stacy Anderson is a financial advisor at Kooman & Associates with 17 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. for 14 years. Anderson is also an independent insurance agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing client-specific asset allocations across various asset classes and utilizing certain fund platforms including Dimensional Fund Advisors funds.

Kathryn Starkey is a CFP® with 11 years of industry experience, currently serving at Kooman & Associates. She previously worked at Raymond James Financial Services Advisors Inc. for seven years. Outside of her advisory role, Starkey is active in community organizations, serving on the Young Life Advisory Board, as Secretary of the YMCA, and as President of the AASD Foundation. Kooman & Associates is a small advisory team managing approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Jeffrey Starkey is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Kooman & Associates since 2017 and previously was with Raymond James Financial Services from 2014 to 2022. Starkey serves on the boards of Penn Mont Academy, UPMC Foundation, and First Methodist Church of Hollidaysburg. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for around 309 clients. The eight-advisor team serves individuals, trusts, business entities, and retirement plans, offering discretionary portfolio management, financial planning, and ERISA retirement plan consulting. The firm uses fundamental analysis and a range of investment vehicles, incorporates technology for asset management, and discloses third-party ratings in its materials.

Jackson Boyer is a CFP® with two years of industry experience, currently serving as a financial advisor at Kooman & Associates. Prior to joining the firm, he held roles at The Pennsylvania State University and Boyer Refrigeration, Heating & Air Conditioning. He also serves as treasurer of the First Baptist Church in Altoona, PA. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients through an eight-advisor team. The firm serves individuals, trusts, business entities, and retirement plans, employing fundamental analysis and a diversified investment approach that includes equities, fixed income, mutual funds, and ETFs.

Kyle Moerschbacher is a CFP® and Series 66-licensed advisor with six years at Kooman & Associates and a total of five years in the financial industry. He previously worked at Raymond James Financial Services and has experience at Delgrosso Corporation and Saint Francis University. He also acts as an independent insurance agent on a limited basis. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients, including individuals, trusts, business entities, and retirement plans. The firm provides discretionary portfolio management, financial planning, and ERISA retirement plan consulting, using fundamental analysis and a range of asset classes, with distinctive disclosure practices and involvement in wrap-fee program arrangements.

Robert Krimmel Jr. is a financial advisor with Kooman & Associates in Altoona, PA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he spent 13 years at Saint Francis University. Outside of his advisory work, he serves as a part-time color commentator for NCAA Division 1 men's basketball games. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across equities, fixed income, mutual funds, and ETFs, and incorporates third-party ratings and unaffiliated wrap-fee programs in its services.