Jerry Kaufman
Founder Emeritus
Brian Kaufman
President
Jamie Marcos
Director of Operations
Karen Bessler
Group Enrollments
Brian Smith, JD, CFP*
Advanced Case Specialist
Thomas Wyatt, JD, CFP, AIF, CeXP
Business Owner Specialist
Greg Kreiner
Disability Income Specialist
Chip Egbert*
Managing Director
Steven Romanowski*
Financial Advisor
Tim Schafer*
Investments
Brad Kreiner*
Estate Planning Specialist
Vince Perez*
Financial Representative
April Kemplin
Director of Marketing
Laura Dilworth
New Business Administrator
Kimberly Nehra
Client Relationship Manager
Our Mission & Commitment
Helping Our Neighbors Achieve What Matters Most
Kaufman Insurance and Financial Group, LLC is proud to serve the communities we call home. Our purpose is simple: to help individuals, families, and small business owners protect what they've built and plan confidently for the future.
While the world is constantly changing, some things remain steady. Trust. Relationships. And the importance of being prepared. We recognize that every client has goals — some financial, others deeply personal — and at the heart of our work is a focus on the people and priorities that matter most.
We begin every relationship by talking about what's possible and guide you all the way to the confidence of knowing, "I'm prepared for whatever comes next." Whether it's protecting your family, planning for the future, or navigating life's transitions, our role is to help you move forward with clarity and confidence.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships built on open and honest communication have been the cornerstone of our foundation of success.
What Guides Us
To deliver exceptional service through thoughtful planning, innovative solutions, and clear guidance, helping clients create, protect, and enjoy their wealth while making informed decisions that reflect their values, love of family, and commitment to community.
To empower every member of Kaufman Insurance and Financial Group to reach their full potential, professionally and personally, often beyond what they believed possible.
To serve as responsible and engaged citizens through charitable involvement, leadership, and service, while accomplishing our business objectives with integrity.
A Commitment That Goes Beyond Our Work
Our commitment to the community extends far beyond insurance policies and financial plans. Being a trusted advisor also means being an active and engaged neighbor.
Kaufman Insurance and Financial Group, LLC believes in giving back through the investment of time, resources, and leadership. By supporting local charitable and civic organizations, we help strengthen the community we all share. Together, we work to support not only our clients, but everyone who lives and works here.
Organizations We Support
Our team takes pride in making a meaningful difference, both professionally and personally. Through ongoing community involvement and charitable support, we are committed to serving with integrity, generosity, and purpose.