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Our Team

The KMG Fiduciary Partners team

The team is comprised of experienced professionals who hold several industry designations, including CPA, CFP®, CIMA®, and CRPS®.

David R. Kaser, CFP®

Principal / Wealth Advisor

Richard J. Kaser, CFP®, CIMA®, CPWA®

Principal / Wealth Advisor

Aaron E. Mechling, CPA®, CRPS®

Principal / Wealth Advisor

Thomas W. Kreft

Wealth Advisor
As an investment professional for nearly four decades, David began his career in the fixed income division of a major Wall Street firm later becoming a founding member of the firm’s corporate services group, specializing in equity-based employee compensation plan.  Today, as a Certified Financial Planner, he implements wealth management strategies for his clients and their families through a consultative process.  Working diligently to understand his clients, their goals, objectives, and risk tolerances to help establish well-defined investment strategies.  David is firmly committed to long-term relationships and strives to deliver exceptional client services around the world.

Born and raised in Toledo, OH, David received his Bachelor of Science in Business Administration with a degree in Finance from the University of Dayton.  He is married to his wife, Maggie, for 29 years and they have three grown children.

David has been very involved in serving the community and has served on many nonprofit boards, being elected Board Chairman of several, and helping coach youth sports.  In his spare time he enjoys spending time with his family and traveling.
Rick began his career as an intern while still attending college. In the early 1990’s Rick was recognized for excellence in executive financial planning and became a charter member of the employee corporate services group at a major Wall Street firm. In this role, Rick worked closely with Fortune 500 companies to execute their executive compensation plans and provide financial planning to salaried employees all over the country.

Rick graduated from Miami University with a Bachelor of Science in Finance and Accounting and successfully completed the Certified Investment Management Analyst® program at the Wharton School of Business at the University of Pennsylvania. He is also a Certified Financial Planner®. In 2013 Rick completed the Certified Private Wealth Advisory Program at the University of Chicago Booth School of Business.

Today as a a Principal and Wealth Advisor at KMG Fiduciary Partners, Rick uses his knowledge and experience to provide comprehensive wealth management and customized solutions to help individuals all over the country reach their financial goals in the most efficient manner possible.

Rick’s passion for financial education spills over to his service in the local community. He is a mentor on global economic issues to high school students, and a trustee at Maumee Valley Country Day School. In his free time, Rick enjoys spending time with his wife Missy and their three children.
Aaron began his career with one of the big four public accounting firms, specializing in financial and pension auditing.  This varied background helped enable Aaron to develop customized investment strategies and advise high net worth families as well as corporations with a unique perspective to wealth management.  He is firmly committed to long-term relationships and strives to deliver exceptional client service, all while helping his clients achieve their financial objectives.

Aaron attended the University of Toledo and graduated with a Bachelor of Business Administration in Accounting.  Soon after graduation, Aaron also achieved the designation of Certified Public Accountant.  After spending the first part of his career in public accounting, Aaron started his career in the financial services industry when he joined the Kaser Group at Paine Webber in 1997.

His wife and their 2 children just outside Toledo, In Maumee, Ohio.  Spending time with his family is a priority for Aaron, but he also enjoys golfing, fine dining and traveling.
Tom began his financial career in 1972 as a financial advisor.  His wealth management strategies utilize Modern Portfolio Theory as the guiding discipline for his investment recommendations, which include equities, fixed income as well as alternative investments.  He is firmly committed to long term relationships and to serving the multigenerational needs of the team’s clients.  Throughout Tom’s career he has served in the capacity of Partner, Registered Investment Advisor, Vice President and Senior Vice President.

Tom is an alumnus of Bowling Green State University with a Bachelor of Science in Business Administration, specializing in Business Law, Finance and Marketing.  He attended the College of Law, University of Toledo and served in the U.S. Army in the Judge Advocate General Corp.

Tom and his wife Linda married in 1975 and have two adult children.  An avid sailor, Tom captained and crewed competitively for many years and was a member of several yacht clubs.  He continues to support his alma mater as a member of the President’s Club and has served as a board member and volunteer for various charitable organizations.

Jesse M. Lancaster, CFP®

Wealth Analyst

Traci K. Osentoski

Director of Client Relations

Courtney L. Denman

Business Manager
Jesse started in the financial services industry in 2007 as an intern with The Kaser Mechling Group and became a full member of the team later that year after graduating from the University of Toledo with a Bachelor of Business Administration in Finance.  Jesse analyzes and monitors investments, and works directly with the financial advisors to see that clients are being provided sound investment advice and choices.  Being a Certified Financial Planner has provided Jesse with the tools and knowledge to help clients formulate a financial plan that allows them to achieve their financial goals and objectives.  He also works with the team to provide corporate clients with the advice and guidance that is needed.

Jesse has been a resident of the Toledo, Ohio area his entire life and currently lives in Sylvania, Ohio with his wife and two children.  Jesse makes his family time a priority, but also enjoys golfing and traveling.
Traci is an integral part of KMG Fiduciary Partners because of the invaluable assistance she provides to our clients and their service issues.  Traci is efficient in all that she does and makes our clients feel welcome.  She is the friendly voice you hear on the phone and strives to provide outstanding service to our clients.  Her many hats include client service, implementing procedures, trading, compliance and internal processing.  Traci goes above and beyond to respond to the needs of our clients.

Traci began her career in the financial industry out of high school and has over 30 years of experience.  She graduated from the University of Toledo with an Associates Degree and started her family soon after.  Traci and her husband live in Temperance, Michigan and have four children.  Traci enjoys traveling, outdoor activities, spending time with family and friends and rooting for the Michigan Wolverines.
Courtney began her career in the financial services industry in 2008 bringing 9 years of experience when joining the KMG Group in 2017.  Her primary roles at KMG are providing service to existing clients and assisting with asset transfers and onboarding of new clients.  Courtney is passionate about her work because she enjoys being able to help people in so many different areas.

Courtney graduated from The Ohio State University with a Bachelor’s Degree in Human Ecology.  She is happily married to her husband Chris and together they have two girls, Madison and Miley.  When she is not at work, Courtney loves to play tennis, watch her girls sporting events and go to dinner with her family.

David R. Kaser, CFP®

Principal / Wealth Advisor

Richard J. Kaser, CFP®, CIMA®, CPWA®

Principal / Wealth Advisor
As an investment professional for nearly four decades, David began his career in the fixed income division of a major Wall Street firm later becoming a founding member of the firm’s corporate services group, specializing in equity-based employee compensation plan.  Today, as a Certified Financial Planner, he implements wealth management strategies for his clients and their families through a consultative process.  Working diligently to understand his clients, their goals, objectives, and risk tolerances to help establish well-defined investment strategies.  David is firmly committed to long-term relationships and strives to deliver exceptional client services around the world.

Born and raised in Toledo, OH, David received his Bachelor of Science in Business Administration with a degree in Finance from the University of Dayton.  He is married to his wife, Maggie, for 29 years and they have three grown children.

David has been very involved in serving the community and has served on many nonprofit boards, being elected Board Chairman of several, and helping coach youth sports.  In his spare time he enjoys spending time with his family and traveling.
Rick began his career as an intern while still attending college. In the early 1990’s Rick was recognized for excellence in executive financial planning and became a charter member of the employee corporate services group at a major Wall Street firm. In this role, Rick worked closely with Fortune 500 companies to execute their executive compensation plans and provide financial planning to salaried employees all over the country.

Rick graduated from Miami University with a Bachelor of Science in Finance and Accounting and successfully completed the Certified Investment Management Analyst® program at the Wharton School of Business at the University of Pennsylvania. He is also a Certified Financial Planner®. In 2013 Rick completed the Certified Private Wealth Advisory Program at the University of Chicago Booth School of Business.

Today as a a Principal and Wealth Advisor at KMG Fiduciary Partners, Rick uses his knowledge and experience to provide comprehensive wealth management and customized solutions to help individuals all over the country reach their financial goals in the most efficient manner possible.

Rick’s passion for financial education spills over to his service in the local community. He is a mentor on global economic issues to high school students, and a trustee at Maumee Valley Country Day School. In his free time, Rick enjoys spending time with his wife Missy and their three children.

Aaron E. Mechling, CPA®, CRPS®

Principal / Wealth Advisor

Thomas W. Kreft

Wealth Advisor
Aaron began his career with one of the big four public accounting firms, specializing in financial and pension auditing.  This varied background helped enable Aaron to develop customized investment strategies and advise high net worth families as well as corporations with a unique perspective to wealth management.  He is firmly committed to long-term relationships and strives to deliver exceptional client service, all while helping his clients achieve their financial objectives.

Aaron attended the University of Toledo and graduated with a Bachelor of Business Administration in Accounting.  Soon after graduation, Aaron also achieved the designation of Certified Public Accountant.  After spending the first part of his career in public accounting, Aaron started his career in the financial services industry when he joined the Kaser Group at Paine Webber in 1997.

His wife and their 2 children just outside Toledo, In Maumee, Ohio.  Spending time with his family is a priority for Aaron, but he also enjoys golfing, fine dining and traveling.
Tom began his financial career in 1972 as a financial advisor.  His wealth management strategies utilize Modern Portfolio Theory as the guiding discipline for his investment recommendations, which include equities, fixed income as well as alternative investments.  He is firmly committed to long term relationships and to serving the multigenerational needs of the team’s clients.  Throughout Tom’s career he has served in the capacity of Partner, Registered Investment Advisor, Vice President and Senior Vice President.

Tom is an alumnus of Bowling Green State University with a Bachelor of Science in Business Administration, specializing in Business Law, Finance and Marketing.  He attended the College of Law, University of Toledo and served in the U.S. Army in the Judge Advocate General Corp.

Tom and his wife Linda married in 1975 and have two adult children.  An avid sailor, Tom captained and crewed competitively for many years and was a member of several yacht clubs.  He continues to support his alma mater as a member of the President’s Club and has served as a board member and volunteer for various charitable organizations.

Jesse M. Lancaster, CFP®

Wealth Analyst

Traci K. Osentoski

Director of Client Relations
Jesse started in the financial services industry in 2007 as an intern with The Kaser Mechling Group and became a full member of the team later that year after graduating from the University of Toledo with a Bachelor of Business Administration in Finance.  Jesse analyzes and monitors investments, and works directly with the financial advisors to see that clients are being provided sound investment advice and choices.  Being a Certified Financial Planner has provided Jesse with the tools and knowledge to help clients formulate a financial plan that allows them to achieve their financial goals and objectives.  He also works with the team to provide corporate clients with the advice and guidance that is needed.

Jesse has been a resident of the Toledo, Ohio area his entire life and currently lives in Sylvania, Ohio with his wife and two children.  Jesse makes his family time a priority, but also enjoys golfing and traveling.
Traci is an integral part of KMG Fiduciary Partners because of the invaluable assistance she provides to our clients and their service issues.  Traci is efficient in all that she does and makes our clients feel welcome.  She is the friendly voice you hear on the phone and strives to provide outstanding service to our clients.  Her many hats include client service, implementing procedures, trading, compliance and internal processing.  Traci goes above and beyond to respond to the needs of our clients.

Traci began her career in the financial industry out of high school and has over 30 years of experience.  She graduated from the University of Toledo with an Associates Degree and started her family soon after.  Traci and her husband live in Temperance, Michigan and have four children.  Traci enjoys traveling, outdoor activities, spending time with family and friends and rooting for the Michigan Wolverines.

Courtney L. Denman

Business Manager
Courtney began her career in the financial services industry in 2008 bringing 9 years of experience when joining the KMG Group in 2017.  Her primary roles at KMG are providing service to existing clients and assisting with asset transfers and onboarding of new clients.  Courtney is passionate about her work because she enjoys being able to help people in so many different areas.

Courtney graduated from The Ohio State University with a Bachelor’s Degree in Human Ecology.  She is happily married to her husband Chris and together they have two girls, Madison and Miley.  When she is not at work, Courtney loves to play tennis, watch her girls sporting events and go to dinner with her family.

Important Consumer Disclosure

KMG Fiduciary Partners, LLC (“KMGFP”) is an SEC registered investment adviser with its principal place of business in Toledo, Ohio. KMGFP and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which KMGFP maintains clients. KMGFP may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. KMGFP’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of KMGFP’s website should not be construed by any consumer and/or prospective client as KMGFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice from KMGFP for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from KMGFP. Any subsequent, direct communication by KMGFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides. For information pertaining to the registration status of KMGFP, please contact the United State Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of KMGFP’s current written disclosure statement discussing KMGFP’s business operations, services, and fees is available from KMGFP upon written request. KMGFP does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on KMGFP’s website or incorporated herein, and takes not responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

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