Broker Check
KCA Wealth Management Team
KCA Wealth Management Team
KCA Wealth Management
https://www.kcawealth.com/ (717) 774-7080

Let us open the doors to your financial future.  

With the right plans and preparation in place, you can stop worrying about financial uncertainty and missed opportunities.  Start enjoying the journey of life with loved ones and pursuing a lifestyle that brings you the ultimate fulfillment. 

Schedule a Meeting Client Login


FOR IMMEDIATE RELEASE



MEDIA CONTACT
AdvisorPR®
(702) 685-7450
PR@AdvisorPR.com

 

KCA Wealth Management Names Amanda Bachman as
Client Service Administrator 

The Former Crump Life Insurance Services case manager will be the primary point of contact for clients and will manage multiple aspects of client engagement.

 

Camp Hill, Penn. – February 22, 2021 – KCA Wealth Management, a holistic financial planning firm serving Central Pennsylvania with office locations in Camp Hill, Hershey and Carlisle, announces Amanda Bachman as the firm’s Client Service Administrator. In her new role, Bachman will serve as the primary point of contact for KCA Wealth Management clients and will assist financial advisors with all aspects of running a compliant practice. Her main responsibilities include processing client service requests, ensuring client files, books and records are compliant, providing broker-dealer updates, assisting with business development and more.

 

“We are thrilled to welcome Amanda to our team as she has a sincere passion for working with clients to ensure their needs are met,” said Brian Kennedy, founder, and principal of KCA Wealth Management. “This role has a direct impact on the client experience and through Amanda’s extensive experience, we feel strongly that she will make a significant contribution to the success of the firm and our clients.”

 

Prior to KCA Wealth Management, Bachman worked as a case manager for Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products, and part of Trust Insurance Holdings, Inc, the sixth largest insurance broker in the world. While at Crump, she ensured that cases were processed efficiently; maintained superior customer service by providing frequent communication on claim status, maintained a documentation database for all assigned cases and more. Bachman earned her Bachelor of Arts in Social Work from Millersville University.

 

ABOUT KCA Wealth Management

KCA Wealth Management is a holistic financial planning firm serving Central Pennsylvania with office locations in Camp Hill, Hershey and Carlisle. Through its comprehensive services, KCA helps pre-retirees and retirees develop, implement and monitor a financial plan that addresses their retirement, taxes, income, investment, insurance, estate and trust planning needs. After being named to Harrisburg Magazine’s Readers’ Choice awards, earning a Top Winner spot in Central Penn Business Journal’s Readers’ Rankings and being recognized as a runner-up in The Sentinel’s Best of Cumberland County, the firm became Central Pennsylvania’s only three-time award-winning team in 2020.  Partners Brian Kennedy (president) and Vincent Catalano (vice president) are passionate about supporting the local community through educational courses, charitable events, donations and volunteering. For more information, visit KCAWealth.com.

Have a Question?