About Donald

After opening his own accounting firm in 1984, Donald Kluge quickly discovered clients were looking for trusted financial services to complement their wealth-management strategies.

Driven by his desire to provide financial advice to his clients, Donald took the initiative in leading the effort to meld accounting and financial advice into a comprehensive package of services. As one of the early pioneers in the accounting industry to expand into financial services, Donald finds fulfillment in helping clients pursue their objectives in life.

As an experienced financial professional, Donald brings together all aspects of money management—accounting, financial advice, and tax planning—under one umbrella of service.

Donald’s resume is a rich mix of financial strategy development and accounting expertise.

Donald worked for three years in the corporate world after graduating from Pace University, Pleasantville, New York. He spent four years at a leading accounting firm in Westchester, New York and led then went on to lead one of the region’s most expansive full-service financial and accounting services for nearly 10 years.

He is a Certified Fund Specialist^® (CFS), an Enrolled Agent (EA), and an Accredited Business Accountant^®.

Donald lives with his wife Linda and two sons in Pleasantville, New York. In his free time, he coaches soccer, baseball and basketball. He is also an avid woodworker and outdoorsman. He has attained the rank of black belt in Shihou-Ken karate.

Alyssa started working at Kluge Financial Group, LLC as a Wealth Management Advisor in 2024. She earned her Bachelor of Science Degree and Masters in Accounting from Fairfield University. Prior to joining Kluge, she spent five years at PricewaterhouseCoopers, LLP in their Asset and Wealth Management group, where she gained experience working with Private Equity Funds, Hedge Funds, and fund administrators.

Alyssa transitioned to a financial advisor role in 2024 and holds Series 7 and 66 licenses. She is a Registered Representative with Cetera Financial Specialists, LLC, and an Investment Advisor Representative with Cetera Investment Advisors, LLC. Alyssa is enthusiastic about leveraging her previous experiences to assist clients in planning their financial futures.

Outside of work, Alyssa lives in River Vale, NJ with her husband, daughter, and mini goldendoodle. She enjoys baking, traveling, watching sports, and spending time with her family and friends.

Dennis joined Kluge Financial Group, LLC in July 2023 as a Wealth Management Advisor.  He has been in the financial services profession for over 30 years, primarily helping individuals and business owners with tax preparation, accounting, and tax planning services.  Dennis became a financial advisor in 1999, currently holds his Series 6 and 63 registrations and is a Registered Representative with Cetera Financial Specialists LLC as well as an Investment Adviser Representative with Cetera Investment Advisers.

Dennis, being a tax professional, is passionate about educating business owners and individuals about the ever-changing and complicated tax code.  Prior to starting his tax and accounting firm, Lavin & Associates, Dennis worked as an auditor, accountant and financial analyst for major corporations including General Foods, Phillip Morris and May Department Stores.  These experiences put Dennis in a position to help individuals and business owners with their personal financial journey, no matter how complicated or complex.

Tax services offered through Lavin & Associates. Tax services offered separately from Cetera firms which do not provide tax or legal advice.

Dot joined our team in April 2022.  Her primary responsibilities include preparing and processing paperwork for client transactions, maintaining customer relationship management database, and scheduling and preparing for client meetings. She also monitors and prepares distributions for IRAs and is the primary contact for coordinating with our operations team to research and resolve client inquires. Dot is focused on working with clients to build a relationship that provides them with confidence.

Dot’s previous work experience includes 19 years in accounting and building management in the real estate industry, and she worked at IBM for 13 years. Dot has a Bachelor of Science Degree from Iona College.

Dot lives in Briarcliff Manor with her husband Ken and two daughters, Caroline and Jessica. She enjoys hiking, skiing, exercising, watching football on Sunday, traveling and most of all, spending time with her family at the beach.

Howard Stricker has been a dedicated professional in the financial services industry since 1996, beginning his career at JPMorgan Chase Financial Services. His time at an international investment firm provided valuable insights into managing client funds, while also inspiring him to seek a less corporate environment. In 2010, he joined Cetera Financial Specialists, LLC, where he has thrived, serving a diverse client base primarily in NY, NJ, CT, PA, and Florida.

Howard holds life, accident, real estate, and health insurance licenses, along with Series 24, 7, 55, 66, and 63 licenses, and is a Registered Representative with Cetera Financial Specialists, LLC.

Outside of work, Howard cherishes spending time with his wonderful wife and daughter, enjoying traveling, water sports, hiking, and cycling.

Jackie has been with Kluge Financial Group since February 2012 and has a strong background in customer service with over 25 years in the financial services industry.  Her primary role is to maintain relations with our wealth management clients and work on strengthening the client experience.  She acts as a liaison to fund managers, custodians, and our broker-dealer, and oversees daily staff activities.

She earned her BA in Mathematics from Binghamton University, The State University of New York. Her prior work experience includes positions at Citigroup, Smith Barney, Travelers Group and Dun & Bradstreet.

Keith has been in the financial services profession since 1994.  His first position in this industry was a teller with Cambridgeport Bank.  This foundational opportunity helped him truly understand the importance of the exceptional client experience.  For a 30 second transaction, several bank clients let other individuals go ahead of them in line, simply to work with Keith, who really cared about helping the customer in front of him.

Over the next 25 years Keith has held various positions in the financial services profession with Fleet Bank Financial Services, Eaton Vance Investment Management, MFS Investment Management, Oppenheimer Funds and most recently, Cetera Financial Specialists, LLC.  These experiences have only increased his passion and commitment to help individuals, families and businesses plan for their personal financial journey. 

He currently holds life, accident, and health insurance licenses, Series 24, 7, 65 and 63 and is a Registered Representative with Cetera Financial Specialists, LLC as well as an Investment Advisor Representative with Cetera Investment Advisers.  Keith is also a Certified Investment Management Analyst (CIMA), Chartered Mutual Fund Counselor (CMFC), Chartered Retirement Plan Counselor (CRPC), Accredited Investment Fiduciary (AIF) and an Enrolled Agent (EA). 

When not working, Keith enjoys golfing, reading, skiing, tennis, traveling, quahogging, scuba diving, hiking, and spending time with his friends and family throughout New York and New England.

For nearly four decades, Natalie ran her successful accounting firm, Noble & Associates, along with her husband, Michael. Her passion for helping clients started early, with her first job at 15 at H&R Block in Cambridge, Mass as receptionist. She went on to attend University of Massachusetts Amherst, while juggling the demands of motherhood and school, to complete her accounting degree. Her talents in accounting were recognized by her professors, and post graduation she served as an adjunct accounting professor at Umass, Amherst. This helped kindle her love of teaching, problem solving and finding creative solutions that help people pursue their financial goals. 

Natalie strives to adhere to the motto “be kind”. She enjoys hiking, cross country skiing, yoga, reading and spending time with her family and friends. She lives in beautiful Western Massachusetts on the Vermont & New Hampshire border, in the sweet town of Northfield.

Preeya joined Kluge Financial in 2025 and has over six years of client service experience in the financial industry. Prior to joining Kluge, she was a senior client service associate at a wealth management and tax firm in Long Island.

Throughout her career, Preeya has focused on building trust and productive communication with clients from various financial backgrounds and ensuring clarity and accountability in her work.
Outside of her professional role at Kluge, Preeya fosters her passion for financial literacy by coaching couples in personal financial management, including debt management, budgeting, savings, investing, and developing money values.

She lives in Chicago with her family and enjoys every minute of Midwestern sun and breeze — and even sometimes the rain and snow.

Tammy brings over two decades of experience in the investment industry to Kluge Financial Group, with a career focused on building and nurturing strong client relationships. She prioritizes open communication and transparency so clients feel informed, supported, and confident in their decisions. By fostering trust and demonstrating a genuine commitment to her clients’ financial well-being, Tammy has built long-standing relationships rooted in loyalty and mutual respect—an approach that has been central to her success.

Originally from the Boston area, Tammy recently relocated to Florida’s Tampa Bay Area with her husband, James. Outside of work, she enjoys spending time with her children and Lola—her six-pound, but fierce Shih Tzu—staying active, soaking up beach days, and cheering on Boston sports teams.

Tammy holds FINRA Series 6 and Series 63 registrations.

Yana embarked on her financial services journey in 1999, gaining experience in both the retail and wholesale sectors. Presently, she holds the dual roles of Wealth Management Advisor and Director of Marketing at Kluge Financial Group. Her mission is to elevate the firm into a leading industry brand, fostering long-term growth and assisting clients in achieving their financial aspirations.

With over 25 years of expertise in marketing and finance, Yana is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 24, 52, 63, and 65 securities registrations. Additionally, she maintains insurance producer licenses covering life, health, accident, and variable products.

Yana's passion lies in tackling complex challenges within her profession. Her decision to enter the financial services realm was influenced by her observations of market fluctuations and growth in the early 1990s. Specializing in directing digital marketing strategies for wealth management professionals, she approaches client consultations with patience, thoughtfulness, and agility.

Yana earned her BA and MBA from DePaul University in Chicago, IL. Fluent in English and Russian, she currently resides in South Florida with her husband and two children.