Our team
President & Ceo
KASIA MARCZYK - CfP®, CRPC®, CDFA®
Kasia strives to help high-net-worth individual and business clients to gain better control of their finances as well as help them achieve their goals. Her primary focus is to create a trusting relationship that provides comprehensive financial solutions specific to her client’s needs.
wealth advisor
*Halina T. Cegielski, Esq.
Ms. Cegielski joined Anchor Wealth Management Group LLC. in 2021. Her focus in the practice is on wealth planning, multi-generational transfers and protection strategies. Halina brings a wealth of knowledge and experience from her extensive law career to the firm. Halina’s primary focus is to create a trusting relationship with her clients, while protecting their families and legacy.
Client Service Associate
Joseph Keenan, Client Service Manager
Joseph Keenan is a Client Service Associate at Anchor Wealth Management, joining the firm in 2024. His role encompasses daily office operations, assisting clients with their service needs, and fostering strong relationships to ensure a seamless client experience. Joseph’s commitment to high-quality customer service plays a vital role in building trust and long-lasting connections between clients and Anchor Wealth Management Group.
* Casual Insurance Group LLC and Anchor Wealth Management Group LLC are unaffiliated.
P & C Agent
*Sarah Crockett - Casual insurance Group LLC
Sarah strives to provide her clients with best customer service, starting with the initial policy, through renewals and changes and policy updates. She is committed to serving her clients with professional advice and a portfolio of business and personal insurance products, that fit their specific needs.
* Casual Insurance Group LLC and Anchor Wealth Management Group LLC are unaffiliated.