Kooman & Associates

Amy Delauter is a financial advisor at Kooman & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. for ten years, overlapping with her tenure at Kooman & Associates since 1999. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million across about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing customized asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Justin Best is a CFP® certificant and holds a Series 65 license, currently serving as a financial advisor at Kooman & Associates with two years of industry experience. Prior to joining Kooman & Associates, he worked at KIZ Resources and was involved with the Alleghenies Angel Fund. Outside of financial advising, he has experience associated with the Adler Athletic Complex and Penn State Altoona. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans through a small advisory team. The firm provides discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, and ETFs.

Stacy Anderson is a financial advisor at Kooman & Associates with 17 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. for 14 years. Anderson is also an independent insurance agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing client-specific asset allocations across various asset classes and utilizing certain fund platforms including Dimensional Fund Advisors funds.

Kathryn Starkey is a CFP® with 11 years of industry experience, currently serving at Kooman & Associates. She previously worked at Raymond James Financial Services Advisors Inc. for seven years. Outside of her advisory role, Starkey is active in community organizations, serving on the Young Life Advisory Board, as Secretary of the YMCA, and as President of the AASD Foundation. Kooman & Associates is a small advisory team managing approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Jeffrey Starkey is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked with Kooman & Associates since 2017 and previously with Raymond James Financial Services from 2014 to 2022. Outside of his advisory work, Starkey serves on several nonprofit and advisory boards, including Penn Mont Academy, the UPMC Foundation, and First Methodist Church of Hollidaysburg. Kooman & Associates is a small advisory team serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across multiple asset classes and occasionally recommending unaffiliated independent managers.

Jackson Boyer is a financial advisor at Kooman & Associates with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held roles at The Pennsylvania State University and Boyer Refrigeration, Heating & Air Conditioning. He also serves as treasurer for the First Baptist Church in Altoona, PA. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across equities, fixed income, mutual funds, and ETFs, with ongoing monitoring and periodic reviews.

Kyle Moerschbacher is a CFP® professional at Kooman & Associates with four years of industry experience. He previously worked at Raymond James Financial Services and has experience in insurance as an independent agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across various investment vehicles and incorporating certain fund platforms such as Dimensional Fund Advisors.

Robert Krimmel Jr. is a financial advisor with Kooman & Associates in Altoona, PA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he spent 13 years at Saint Francis University. Outside of his advisory work, he serves as a part-time color commentator for NCAA Division 1 men's basketball games. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across equities, fixed income, mutual funds, and ETFs, and incorporates third-party ratings and unaffiliated wrap-fee programs in its services.