Financial Advisor Steven Katz

Steven Katz - CPA RFC® CLTC

Less Stress More Enjoyment

The Money Concepts FPC of Frederick Team

great service starts with a great team


Steven Katz - CPA RFC® CLTC

Steven M. Katz has extensive financial services experience spanning over 30 years. In addition to being president of the Money Concepts Financial Planning Centre of Frederick, he also manages Steven M. Katz CPA, LLC a full service tax and accounting firm for businesses and individuals. Clients say that they feel overwhelmed by the rapid pace of change especially when it comes down to critical financial decisions. Steven reduces the stress and confusion by listening attentively, providing understandable explanations, and preparing comprehensive life plans. Being a natural problem solver, he diligently strives to help his clients gain more security and peace of mind by bringing order, control and clarity to his clients' future

Check Steven Katz's Background

Steven

Steven Katz - CPA RFC® CLTC

Steven M. Katz has extensive financial services experience spanning over 30 years. In addition to being president of the Money Concepts Financial Planning Centre of Frederick, he also manages Steven M. Katz CPA, LLC a full service tax and accounting firm for businesses and individuals. Clients say that they feel overwhelmed by the rapid pace of change especially when it comes down to critical financial decisions. Steven reduces the stress and confusion by listening attentively, providing understandable explanations, and preparing comprehensive life plans. Being a natural problem solver, he diligently strives to help his clients gain more security and peace of mind by bringing order, control and clarity to his clients' future

Alexander Metzner

Alex is a native of Middletown, MD. Having been born and raised there, he understands the values and needs of people in our area. Alex attended Radford University, graduating spring of 2014, with a Bachelor’s in Business Finance and Management. He played Division I Men’s Tennis, and while balancing being a collegiate athlete, was part of the national society of collegiate scholars, active in Athletes in Action, and a member of Beta Alpha Psi, an international honor organization for accounting and finance. He recently joined us after two years with McAdam Financial, located in Tysons Corner. Alex was attracted to our team for a “better solutions” financial planning approach. Alex is an avid golfer, Baltimore sports teams fan, and car enthusiast. He spends a lot of his free time traveling, with family, and his lovable wiener dog, Oliver.

Check Alexander Metzner's Background

Alexander

Alexander Metzner

Alex is a native of Middletown, MD. Having been born and raised there, he understands the values and needs of people in our area. Alex attended Radford University, graduating spring of 2014, with a Bachelor’s in Business Finance and Management. He played Division I Men’s Tennis, and while balancing being a collegiate athlete, was part of the national society of collegiate scholars, active in Athletes in Action, and a member of Beta Alpha Psi, an international honor organization for accounting and finance. He recently joined us after two years with McAdam Financial, located in Tysons Corner. Alex was attracted to our team for a “better solutions” financial planning approach. Alex is an avid golfer, Baltimore sports teams fan, and car enthusiast. He spends a lot of his free time traveling, with family, and his lovable wiener dog, Oliver.

Teresa

Teresa Kaas

Administrative Assistant

Teresa Kaas is the Administrative Assistant for the firm. She joined the firm in August of 2003. Her smile will greet you in our reception area and she is the friendly voice answering your phone calls. Teresa is extremely detail oriented and is the backbone of our support system for the whole office. 

Teresa

Teresa Kaas

Administrative Assistant

Teresa Kaas is the Administrative Assistant for the firm. She joined the firm in August of 2003. Her smile will greet you in our reception area and she is the friendly voice answering your phone calls. Teresa is extremely detail oriented and is the backbone of our support system for the whole office. 

Ashlun F.

Ashlun F. Kunka

Client Services Manager

Ashlun joined the team starting in January 2013 and is the Client Services Manager. She brings a fresh outlook and an excited attitude to each work day. Ashlun has a strong passion for customer service and is looking forward to gaining industry experience. She is Steven’s daughter so most clients already know plenty about her. Ashlun's mission is to ensure that our clients' requests for information and help is completed in a timely and consistent manner. She wants our clients to know that she is there for them and that she will always get them the answers they need.

Ashlun F.

Ashlun F. Kunka

Client Services Manager

Ashlun joined the team starting in January 2013 and is the Client Services Manager. She brings a fresh outlook and an excited attitude to each work day. Ashlun has a strong passion for customer service and is looking forward to gaining industry experience. She is Steven’s daughter so most clients already know plenty about her. Ashlun's mission is to ensure that our clients' requests for information and help is completed in a timely and consistent manner. She wants our clients to know that she is there for them and that she will always get them the answers they need.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Steven Katz is an independent contractor of Money Concepts
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