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.
*Halina T. Cegielski, ESQ. is not affiliated with JW Cole .
Client Service Associate / Relationship Manager
Jonah Reuther
Jonah Reuther is a Client Service Associate at Anchor Wealth Management, he joined the firm in 2024, his responsibilities include daily office management, assisting clients with all their service needs and relationship management. Jonah’s focus on high-quality customer service is essential to the creation of the trusting and lasting relationships between clients and Anchor Wealth Management Group.
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.