Kuhn & Company Investment Counsel, LLC

John Robertson is a CFA® charterholder with over 25 years of experience in the investment industry. He has worked at Deutsche Bank’s asset management division for 19 years and has been with Kuhn & Company Investment Counsel, LLC since 2021. He also serves as CEO and CIO of Robertson Family Investments LLC, a family office managing trusts and estates for his immediate family. Kuhn & Company Investment Counsel provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment strategies using a range of instruments and emphasizes written planning deliverables and documented procedures in its operations.

Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at JP Morgan Chase, Simplicity Wealth Management, Raymond James, and self-employment. He has also been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm creates tailored portfolios using various strategies and instruments, offers comprehensive written plans, and maintains an affiliation with an accounting practice.

Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Citadel Securities LLC. In addition to his advisory role, Kuhn is a principal and CPA at Kuhn & Company, CPAs, PC, where he provides accounting and tax services, and he serves on the Board of Trustees for St. Viator High School. Kuhn & Company Investment Counsel offers discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm creates tailored portfolios using various investment strategies and instruments, with a focus on documented planning and reviews, and is affiliated with an accounting practice.

James Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Kuhn & Company Investment Counsel since 2014, with prior experience at Cannata, Bertuccio & Associates and Commonwealth Financial Network. In addition to his advisory role, Kuhn is a Certified Public Accountant at Kuhn & Company CPAs Holdings, PLLC, offering accounting, tax, and attestation services. Kuhn & Company Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm designs tailored portfolios using a variety of strategies and instruments, conducts ongoing account reviews, and maintains an affiliation with an accounting practice.