About Our People

JEFFREY B. KOCH, CPA/PFS, President

Jeffrey Koch founded KR Financial Services. (formerly Koch Investment Services, Inc.) in 1996 and Koch Reiss & Company, P.A. in 1975. He practices in the areas of investment counseling, financial planning and general tax. He has been a featured guest on radio and television shows, spoken before professional and business organizations and written articles on various subjects of expertise. Among the organizations he has addressed are Merrill Lynch, Drexel Burnham, Shearson/American Express, Nova University Law School, the Fort Lauderdale Board of Realtors, various local condominium associations and other special interest groups.

Mr. Koch is a 1967 graduate of the University of Florida, and holds a BSBA degree with a major in accounting. He became a Florida Certified Public Accountant in 1973, a registered investment advisor representative in 1996, and a Personal Financial Specialist in 1999.

Professional affiliations & activities:

Financial Planning Association
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
AGN International

Civic and business affiliations & activities (Present & Past):

YMCA of Broward County � Executive Board Member
Greater Hollywood Chamber of Commerce - Director and Executive Board Member
Rotary (Hollywood) - Board of Directors
Union Bank of Florida - Board of Directors
The Florida Bar Grievance Committee - Lay Member
The Florida Bar Unauthorized Practice of Law Committee - Lay Member
Leadership Hollywood Alumni Association, 1984 graduate
United Way - South Broward CPA Coordinator
Broward County School Board - Board of Counselors
YMCA of South Broward County - Past President
Jewish Federation of Greater Fort Lauderdale - Past Chair, Investment Committee
Jewish Federation of Broward County - Investment Committee and Chair of Manager Selection Committee
Hollywood Art & Culture Board - Past Chairman
Broward Forum - Past President
South Broward High School Interact Club - Advisor
Political Campaign Treasurer (various city and county candidates)

BERNARD J. SCHINDER, CPA/PFS, Vice-President

Email: bschinder@kr-cpa.com

Bernard J. Schinder is also a co-founder of Koch Reiss & Company, P.A. He is from Philadelphia, Pennsylvania and has lived in South Florida since 1956. He is married, lives in Ft. Lauderdale, Florida and has two sons.

He attended the Wharton School at the University of Pennsylvania and, upon moving to Florida, was graduated from the University of Miami with a B.B.A. degree majoring in accounting and finance. He then served in the U.S. Army for three years and began his accounting career in 1961.

Always taking an active role in civic and professional organizations, he served terms on the Florida Institute of Certified Public Accountants Committees on Estate Planning and Practice Quality Evaluation. Mr. Schinder is the former Chair of the Firefighters' Pension Fund for the City of Hollywood, Florida. He is also a Past President of the North Dade Estate Planning Council and has served as President of Temple Beth El in Hollywood, Florida. He previously served as a member of the Broward County Health Facilities Authority, a member of the Broward County Charter Review Committee and as Chair of the Broward County School Board Audit Committee. He is currently a member of the Broward County Educational Facilities Authority.

Richard R. Russo, Senior Vice-President

Email: rrusso@kr-cpa.com

Richard R. Russo Sr. joined KR Financial Services. in 2002. He is a resident of Hollywood, Florida for over 35 years.

He attended Rutgers University and graduated from Mt. St. Mary’s College with a BS degree in Economics with minors in Mathematics and History. In 1979 he received his Masters in Business Administration from the University of Miami.

Mr. Russo’s background includes an honorable discharge from the US Army. He has held positions in the financial services industry with Oppenheimer, Franklin Templeton and WM Group of Funds. He is a licensed registered representative, registered investment advisor and insurance agent.

Currently he is pursuing a certification in financial planning and is a member of the Financial Planning Association.

JOYCE SEGAL, Director of Administration

Email: jsegal@kr-cpa.com

Joyce Segal has been with Koch Reiss & Company, P.A., since 1979 and most recently with KR Financial Services since 1998. She was born and educated in Montreal Canada. While in Canada, she worked as a model and in the garment industry, specifically in showroom sales. She moved to South Florida in 1977 and has been a faithful citizen since 1986.

While at Koch Reiss & Company, P.A., she rose from an administrative position to be the internal controller and operations manager of a 35-person CPA firm. While working fulltime, Joyce and her husband owned and ran the daily operations of two South Florida restaurants.

Her position at KR Financial Services. is that of Director of Administration. She is the key-liaison between clients and the administration of their portfolios. Joyce has two married daughters.

IMPORTANT DEFINITIONS

Personal Financial Specialist (PFS) - A specialized designation from the American Institute of Certified Public Accountants. It reflects CPAs who display a higher level of skill and knowledge in the area of financial planning and have passed the examination in this field.

Certified Financial Planner (CFP) - An experienced financial planner who has completed courses of study and passed examinations in areas such as insurance, securities and taxes. Additionally, CFPs are required to disclose ethical standing and comply with the CFP Board Code of Ethics. The designation is awarded by the Certified Financial Planner Board of Standards.

Registered Investment Adviser ( RIA) - A person who, for compensation, engages in the business of advising others as to the value of securities or the advisability of purchasing or selling securities. RIAs are required to register with the Securities and Exchange Commission.

Form ADV - The uniform form for use by investment advisors to register and update registrations with the Securities and Exchange Commission and the jurisdictions that require advisors to register. The form is also used to comply with SEC Rule 206(4)-4, which obligates investment advisors to disclose relevant financial and disciplinary information to clients.

Professional Investment Manager - A person who, for a fee, offers professional advice on the development of an investment plan and buys and sells securities on behalf of the customer to implement that plan. A professional investment manager may hold qualifications such as Certified Financial Planner, Registered Investment Adviser and/or Registered Broker.

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