Wesley Kotys
As Founder and CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process.
Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013.
As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University and graduated from Indiana Wesleyan University with a bachelor's degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Asset Management Specialist (AAMS®)
Series 66 Uniform Securities Agent/Registered Investment Advisor
Life and Health Insurance
Investment Advisory services offered through TKG Advisors, LLC,/a Registered Investment Advisor.
Our Team
An experienced accountant and former auditor for the state of Indiana, Sarah serves as Chief Financial Officer of Kotys Wealth Professionals, handling accounting and internal auditing for the firm. She not only ensures that Kotys Wealth Professionals operates efficiently but also that the firm is intricately involved with our community, local charitable and cultural organizations.
Sarah is an honors graduate of Purdue University, earning her B.S. in accounting. She has more than a decade of experience as an accountant in small business settings and was an experienced governmental accountant and auditor with the Indiana State Board of Accounts. Sarah also volunteers in numerous local charities.
From a background in sales and managing client accounts, Ryan joined The Kotys Group in 2009. He focuses on managing 401(k) retirement plans, supervising plan participant communications and helping all Kotys' clients build and maintain formal financial plans.
Ryan graduated with honors from Purdue University with a degree in business management and marketing. He is active in our community, including having a leadership role in his local church.
A knowledgeable HR professional with experience in the travel and banking industries, Megan joined The Kotys team in 2014. She manages the company's systems, coordinates office processes, and monitors efficiencies. Her duties include marketing and client events. According to the team, she is the cornerstone connecting all efforts to provide the impeccable client experience Kotys Wealth Professionals are known for.
Megan is a graduate of Sawyer College and an experienced HR Professional with a PHR® (Professional in Human
Resources) designation.
With a background in Accounting and Finance, Mark joined the Kotys team in April of 2019 as a Financial Advisor. Mark previously worked for NIPSCO/NiSource in several roles including Corporate Finance & Accounting, Management Reporting, and Continuous Improvement. Mark also has experience in tax preparation working for H&R Block.
Mark graduated from Purdue University Calumet with a Bachelor of Science in Mathematics, is a licensed Certified Public Accountant, and is a Series 66 Registered Investment Advisor. Mark enjoys staying involved in the community through his local church, playing in organized sports, and volunteering at local events with this wife.
2007
5-9 Employees
Northwest Indiana, Greater South Bend, Southwest Michigan, Southeast Chicagoland
13
Businesses, Individual Investors, Non-Profit Organizations
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Email, Phone, Our Office
Fee-Only
$500,000
Based on Assets
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Investment advisory services and financial planning offered through TKG Advisors, LLC, a Registered Investment Advisor.
When: 03/16/2016 | By:
Location:
Details: Turning 50? Securing Your Retirement...
When: 03/01/2016 | By:
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Details: Investment Strategies for 2016 (page 46-49)...
When: 09/18/2011 | By:
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Details: 20 under 40: spreads wealth of resources back into NWI, abroad. Wes was nominated and named one of the 20 under 40 recipients of 2011 for his career accomplishments and community service. ...
When: 04/11/2011 | By:
Location:
Details: The Benefits of Strong Relationships and Superior Strategies We was recognized and interviewed by Forbes magazine for his personalized services and proactive risk management strategies....
Voted Best Wealth Advisory 2020 Firm in Northwest Indiana. The survey provides readers the opportunity to acknowledge local business leaders who are excelling in their service to the community.
Voted Best Wealth Advisory 2019 Firm in Northwest Indiana. The survey provides readers the opportunity to acknowledge local business leaders who are excelling in their service to the community.
Voted Best Wealth Advisory 2018 Firm in Greater South Bend/Mishawaka. The survey provides readers the opportunity to acknowledge local business leaders who are excelling in their service to the community.
A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.
A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.
A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.
A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.
A distinction for outstanding client services reserved for only the top 15 percent of the more than 12,000 LPL financial advisers nationwide.
