OUR TEAM Donald O. Kluge, CFS, EA, ABA Financial Advisor (914) 769-0044 (914) 747-2774 firstname.lastname@example.org 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 achieve 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. Jackie Stone (914) 769-0044 email@example.com Jackie Stone serves as Client Services Associate for Kluge Financial Group. She prepares and processes paperwork for client transactions, maintains customer relationship management database, and schedules and prepares meetings with clients. She also monitors and prepares distributions for IRAs and is the primary contact with the broker-dealer and custodians.Jackie has worked in the financial services industry for seven years. She previously worked at Citigroup. She earned her BA in Mathematics from Binghamton University, The State University of New York.Jackie lives in Pleasantville, New York, with her husband Rob and two sons, Jeremy and Owen. She enjoys exercising, hiking, reading, and dining at good restaurants. Spending time with her family is her top priority. She is a member of Pleasantville High School’s parent council and volunteers with a variety of local organizations. Yana Sogolov (914) 769-0044 firstname.lastname@example.org Yana Sogolov serves as Kluge Financial Group’s director of marketing. She focuses on maneuvering the firm to become a top brand in the industry in order to generate long-term growth and help clients achieve their financial goals. Yana has more than 20 years of experience in marketing and finance.Yana is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, 52, 63, and 65 securities registrations. She also holds insurance producer licenses for life, health, accident, and variable.Yana finds solving challenging issues the most enticing part of her profession. She decided to pursue a career in the financial services industry while observing market fluctuations and growth in the early 1990s. Yana specializes in directing digital marketing for wealth management professionals. She takes a patient, thoughtful, and agile approach to client consultations.She obtained her BA and MBA from the DePaul University in Chicago, IL.Fluent in English and Russian, Yana currently resides lives in South Florida, with her husband, two children.