The people who work at KCH Financial not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Senior Financial Consultant
Brian, the senior financial consultant at KCH Financial, has been a financial advisor for more than 30 years. He has an MBA with a specialization in finance from Southern Illinois University at Edwardsville and has obtained the following advanced designations: CERTIFIED FINANCIAL PLANNERTM certification, Certified Retirement Planning CounselorSM (CRPC®), and Certified Funds Specialist® (CFS®). Brian is a member of the Institute of Certified Financial Planners, the National Planned Giving Committee, and the River Bend Growth Association. He has also served as a member on boards for Southern Illinois University at Edwardsville, the River Bend United Way, and the Oasis Women's Center.
Brian and his wife, Terri, have been married for 41 years and have three children: Sara, Jacob, and Joshua. Both Brian and Terri are lifetime residents of the area.
Jody is a financial consultant at KCH Financial. He joined the team in 1999. Jody graduated from Southern Illinois University at Edwardsville with a bachelor's degree in business administration with a specialization in finance. He has obtained his CERTIFIED FINANCIAL PLANNERTM certification.
Jody, his wife, Dayna, and their two children, Kylie and Kaden, live in Glen Carbon. In his spare time, Jody enjoys playing sports (soccer, volleyball, tennis), watching his kids play sports, and is an avid Cardinals and Blues fan.
Sara joined the team in 2002 and is a financial consultant at KCH Financial. She also happens to be Brian's daughter. Sara graduated from Southern Illinois University at Edwardsville with a bachelor's degree in business administration with a specialization in finance. Sara is in the process of completing her CERTIFIED FINANCIAL PLANNERTM certification.
Sara and her husband, Travis, and their two children, Jaxson and Madelyn, live in Bethalto. In her spare time, Sara enjoys spending time with family and friends.
Terri is Brian's wife and the office manager at KCH Financial. In addition, she assists with strategic planning for the practice and keeps the office technology running and up to date. Terri retired from Southern Illinois University at Edwardsville, where she taught computer courses at the School of Business. Terri received both her bachelor's and master's degrees from SIUE. In her spare time, Terri enjoys redecorating her home, going to the lake, boating, doing craft projects, and spending time with her family.
Mary joined the team in 2007 and takes care of the client-service tasks at the office. She is the one who calls to remind you of appointments. Mary lives next door to the office and enjoys spending her spare time with family and friends.
Joshua joined the team in 2013 and is a planning assistant at KCH Financial. Joshua also happens to be Brian's son. He is planning to graduate from Southern Illinois University Edwardsville with a bachelor's in business administration with specializations in finance and computer management information systems.
Joshua enjoys spending time with computers, family, and friends.
Danielle joined the team in 2019 and takes care of the client-service tasks at the office. She is the one who calls you to set up your annual review appointment. Danielle lives in Bethalto and enjoys spending her spare time with family and friends.