InvestForLess, LLC is an Investment Adviser registered with the United States Securities and Exchange Commission.
Our Management Team:
Chief Executive Officer, Kevin Knull, CFP®
Kevin Knull is the CEO and Founder of InvestForLess. He joins InvestForLess after an 8 year career with the Hartford Financial Services Company where he was a Vice President and the top wholesaler in the company. Mr. Knull has traveled nationally educating investment professionals on tax deferred investment strategies including annuities, employer sponsored plans, and IRA Accounts. He pioneered one the first wholesaling teams at Hartford, creating an unparalleled service model. He is highly regarded for streamlining business practices, creating efficiencies, implementing error reducing procedures, and assisting financial advisers in taking their business to the next level. Mr. Knull holds the CFP® designation and life and health insurance licenses. Prior to working for Hartford, he was an officer in the United States Coast Guard, serving as Commanding Officer of the USCGC POINT COUNTESS, First Lieutenant of the USCGC LEGARE, and Controller for the ATLANTIC AREA Command Center. He graduated from The United States Coast Guard Academy. He is married with three children and one Dalmatian.
President/Chief Financial Officer, Brian Richmond, CFP®
Brian Richmond is the President/Chief Financial Officer of InvestForLess. He joins InvestForLess after a 6 year career at The Meakem Group, a financial planning team based in Bethesda, MD. As a financial adviser, Brian focused on investment management, business planning, tax reduction, and liability and risk management. Prior to joining The Meakem Group, Brian was Chief Financial Officer of Pinnacle Imaging in Boca Raton, FL. During the first eight years of his career, he worked with Coopers & Lybrand and KPMG Peat Marwick in business consulting services, with a primary focus in banking and real estate. Brian received a Bachelor of Science, cum laude, from Drexel University, with a dual major in Finance and Economics, and a concentration in Econometrics. Mr. Richmond has held the series 7, 63, 65, and life and health insurance licenses, as well as the CFP® designation. He is married with 2 children, one on the way, and a brown dog named Jack.
Chief Operating Officer, Chris Westerman, CMFC®, CRPC®
Chris Westerman is the Chief Operating Officer of InvestForLess. He joins InvestForLess after a career with the Hartford Financial Services Company where he was part of the top producing team in the company. During his time there he helped bring in nearly $1 billion in new assets. Mr. Westerman has held the series 6, 63, 65, and life and health insurance licenses, as well as the CMFC® and CRPC® designations. He graduated from the University of Florida with a Bachelors of Science. Chris does not have a dog. Not even a brown dog.
Director of Communications, Kirsten Knull
Kirsten Knull is the Director of Communications. She joins InvestForLess after a 10 year career with the Hartford Financial Services Company where she was a Vice President and the top wholesaler in the Wirehouse Division. During her time there she brought in over $2 billion in new assets. Ms. Knull has traveled educating investment professionals on tax deferred investment strategies including annuities, employer sponsored plans and Individual Retirement Accounts. She has educated and entertained individual investors, companies and non-profits on topics ranging from general financial planning to sophisticated tax deferred investment strategies. Ms. Knull is also the inventor of the bizzyBee, the baby data assistant and founder of ChicksWIthKidz. Ms. Knull has held the series 7, 63, and 65 and life and health insurance licenses. She graduated from the Miami University Honors Program. She is married with three children, 2 horses and one Dalmatian who loves her best of all.
Chief Compliance Officer, Catherine Bryan
Catherine Bryan is the Chief Compliance Officer of InvestForLess. As a seasoned veteran of the financial services industry she has been handling client portfolios and investments for over 40 years. She started in the industry as a clerk to catch up on filing during the Bull Market of 1968 (when the NYSE closed at noon on Wednesdays so its members could catch up on paperwork). Catherine has worn many hats including cashier, over-the-counter trader, compliance officer, and financial adviser. Ms. Bryan has held the series 1, 4, 12, 24, 53, 63, and 65. She is married, has two children, and two grandchildren.
