Our Support Team

JANE LEONARD

Financial Representative

Jane joined our team in March 2017. Prior to joining our firm, Jane had 28 years of financial services experience, her longest tenures with Vanguard and Securet Trust. Jane joins the team as a Financial Representative and she will be primarily supporting our Senior Financial Advisor, Thomas A. Kalejta. She will be a key player in the roll out of our firm’s special needs planning program – which is set to begin later this fall.  

 

Jane has her Series 7, 6, 66 and 65. She is also licensed in the Commonwealth of Pennsylvania as an agent for life insurance, accident and health insurance, fixed and variable annuities. She graduated from Villanova University with a B.S. degree in Business Administration with a concentration in finance and accounting.

 

Jane lives in Schwenksville with her husband and 2 daughters. 

 

JOE LOSTRACCO

Summer Intern

Joe LoStracco was accepted into our summer internship program for 2017. By accepting our internship offer this past May, Joe has signed up for an intensive 12 week program. He will shadow each member of our staff this summer. In addition, he will receive an in depth look at our client annual review meeting process and participate in advanced investment committee meetings with our financial services team.

Joe will return to Ursinus College as a senior this fall. He is pursuing his degree in Applied Economics with a concentration on accounting and finance. He intends on getting a finance position upon graduation and expects to achieve his life and health insurance license as well as his Series 7.

 

In addition to being an outstanding intern and student, he is also the captain of the basketball team at Ursinus. In his free time he enjoys playing sports, spending time with friends and family, working on cars, and target shooting.

 

STEVE MATEO

Client Service Specialist

Steve joined our team in December 2013. Prior to joining our firm, Steve had 9 years of client service experience with SEI Investments and Bank of New York.  Steve works one-on-one with our advisors to ensure that all appointment recommendations are put into action. His top priority is to deliver exceptional client care. He manages all pending paperwork and the majority of our account maintenance requests such as ACH setups, check processing, non-securities online account opening and account distributions. Most recently, Steve is playing an important role in ensuring that all of our clients are utilizing our Wealth and Dream Tracker. He is also  educating clients how to use Albridge Wealth Solutions and Net X Investor, two online account viewing tools our firm provides.

Steve has his Pennsylvania Life and Accident & Health insurance license.

Steve lives in Schwenksville with his wife Vienna and their son. Steve enjoys traveling, warm weather and watching sports.

KRISTIN REESER

Digital Media Coordinator

Kristin joined our team in September 2006. She is a graduate of Kutztown University. Prior to joining the firm, she had 3 years of sales and marketing experience. Kristin has played an important role in the growth of our firm and our support team. She has developed many of our client service standards of excellence. Her passion from the beginning has been developing and maintaining client relationships.

Beginning July 2016, she will work remotely from Wilmington, NC as our Digital Media Coordinator. She manages all online content marketing including social media and the company website. She also develops relationships with all print media outlets and manages all email marketing campaigns. She develops all the content for Kalejta Financial Management and she is assisting Tom with the release and promotion of his new book, coming Fall 2016!

Kristin is married to her husband David and they have two daughters. She enjoys cooking, taking her girls to the beach, picnicking and drive-in movie theaters.

LEAH SELVOSKI

Office Manager

Leah joined our team in August 2015.  She has over 20 years of office management and customer service experience.  Prior to joining our firm, she held several positions in office operations as well as leadership roles in customer service and sales. Leah brings a high level of enthusiasm for helping people and a strong organizational ability that helps to keep the office running smoothly. She has a winning personality that makes her a great asset to our staff and a wonderful resource for all of our clients.

Leah is the first friendly contact our clients will have with our firm via phone or email.  She maintains the client correspondence log, ensures our firm is always client ready, coordinates all appointments and completes all computer updates in accordance with our data encryption policy. Leah also manages all supply ordering and office maintenance needs as well as assisting clients with online account access and processing important account updates.

Leah lives in East Norriton with her furry canine roommate Ed.  She enjoys walking, rock climbing and visiting with family and friends. 

KELLY SUTTER

Client Experience Manager

Kelly joined our team in August, 2015. She brings almost twenty years of client service experience. Prior to joining our firm Kelly held a leadership position with a customer service center and also worked with a team of financial advisors at Merrill Lynch for over five years. Kelly is an incredible asset. She is passionate about exceeding client expectations and enjoys building strong client relationships. At Kalejta Financial Management her responsibilities include coordinating all the firms special events, maintaining all marketing compliance, assisting with social media, conducting client surveys and email marketing campaigns, managing relationships with centers of influence, and overseeing our hiring process, including onboarding summer interns.

 

Kelly earned a certificate in IT support from Computer Learning Center and currently attends the University of Phoenix to earn her Bachelor of Science in Management with a Marketing Certificate.

 

Kelly lives in Limerick with her husband, four children, and many family pets. She enjoys gardening, exercising, reading, and cooking. She loves spending time with friends, writing poetry, and discovering innovative ways to entertain her children!

STEPHEN WHALEN

Wealth and Investment Manager

Stephen joined our team in May 2017. He has 23 years of experience working with high net worth and institutional investors. He most recently held employment with The Vanguard Group for over eight years. As Wealth and Investment Manager for the firm, Stephen will work very closely with Senior Advisor, Thomas A. Kalejta. He will fulfill all of the high level advanced planning needs of the firm. 

Stephen works with our clients to incorporate the Wealth and Dream Tracker as the primary tool for financial and wealth planning.  In this role, he details their specific financial goals and priorities and collects and updates their pertinent financial and budgeting information. He then creates a detailed analysis of their current financial situation as well as future projections.  This is used as a template for ongoing financial and wealth planning at Kalejta.  Stephen is a member of the Investment Committee where he does ongoing analysis and due diligence of model portfolios, fund and security selection and outside Asset Management Programs.

Stephen is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). He graduated from the Fox School of Business and Management at Temple University with a BBA in Economics and his MBA in Marketing.

 

 

Stephen lives in West Norriton PA.  He is a US Rowing Referree, a rowing coach and competitor.  

 

RENEE WOJCIK

Financial Operations and Insurance Manager

Reneé joined our team in September 2012. She brings over 20 years of financial experience to our firm. Prior to joining our team, she held several leadership positions at Vanguard, ING and Philadelphia Financial. Reneé works closely with our advisors to ensure a top notch level of care and service is delivered. She brings only the highest quality to all of her work. She implements continuous improvement to our office operations and systems. Reneé leads our Wealth and Dream tracker initiative with all of our clients. She also serves as our team leader and human resource manager. Her dedication to our clients and our staff is apparent in everything she does.

Renee has her Pennsylvania Life and Accident & Health insurance license and is currently studying for the Series 7 exam.

Reneé lives in Limerick with her husband Matt and their two sons. She enjoys volunteering for her church and has been actively involved in her sons' baseball activities over the years. She loves watching movies and spending time with her family.