Your Knowledgeable Strategists
When you partner with us, you get a seasoned team of independent financial planning strategists. We serve as your trusted sounding board for the complex financial challenges you face. We will bring greater clarity to your vision.
Joseph M. Esposito Jr., CFBS, CFF®
You could say Joe Esposito inherited his relationship skills from his mother who worked in the education system and his grandfather, who worked in financial services. Both were highly regarded for their integrity and personable style. Building strong relationships with a concierge-level of service is the foundation of Joe’s work with clients. Whether it’s collaborating with them on their planning and investments, helping them understand the performance of their investments, or fielding questions regarding big life decisions, Joe makes himself available whenever his clients need him.
Joe’s career kicked off after graduating from Denison University with double bachelor’s degrees in economics and psychology. His job as a sales representative had him selling all manner of hospital products: from what a patient wears to surgical equipment, and anything you might find in a medical setting. With a personal motto of “one life, one chance, no regrets,” he decided to leave that industry to pursue both his entrepreneurial aspirations and a strong drive to make a positive impact on peoples’ lives. That’s when Joe founded his financial services practice. He has spent more than 30 years serving everyone, from missionaries to millionaires, who approached his firm for guidance.
Joe holds his FINRA Series 7, 63, 65 securities registrations, and is a Certified Family Business Specialist (CFBS) and a Certified Financial Fiduciary® (CFF®). He also holds health, life, and long-term care licenses.
Joe remains proud of the advisory firm he helped build with Keith Kiker, including the welcoming culture and long-term associates who have served their clients with robust planning and a heavy dose of empathy. He points to teamwork as the reason why EK&A successfully serves clients and builds lasting relationships. Joe knows the power of solid teamwork. He was a starting teammate on the 1985 undefeated Denison University football team that rolled to a 10-0 regular-season record, the college’s first-ever North Coast Athletic Conference championship, and a berth in the NCAA Division III playoffs.
When it comes to his free time, Joe loves to spend it with his immediate and extended family. Joe is married to his wife, Trina of 29 years. He has a son, Parker, who also graduated from Denison University, and three daughters, Payton, attending the University of Dayton, Baylor, in search of what’s next, and Mayson, a sophomore at Fenwick High School.
Joe enjoys family vacations to different destinations. He also visits his extended family in Ohio, up on Lake Erie, where he grew up, and has many fond memories.
Joe Esposito is proud to have been recognized as a President’s Club advisor for 2021—a distinction based on annual production that places him among the top 13 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
2012, 2014-2020 Five Star Wealth Manager Award, created by Five Star Professional. The 2020 award was presented in October 2020 based on data gathered within 12 months preceding the issue date. 4,636 advisors were considered, 356 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
C. Keith Kiker, CFP®
Keith Kiker knows how to navigate rough waters and not just metaphorically. In his first job out of high school, he worked as a white water rafting guide and then as a backpacking guide. During this three-year stint, he helped students develop the skills they needed to land smartly and safely at their desired destination. Nearly three decades later, Keith does the same for clients of Esposito, Kiker & Associates – albeit financially.
After graduating from Baylor University, Keith worked as a marketing analyst and then as a financial analyst. He quickly realized he preferred a career that made a direct impact on the lives and financial well-being of people and businesses with whom he worked. He also realized his interests in financial planning and investment management created an opportunity to engage his entrepreneurial spirit. His 29 years in the financial services industry have been a perfect fit.
In his role at EK&A, Keith focuses on his clients’ financial plans, as well as investment and risk management strategies. He also serves as a trusted resource in nearly all aspects of his clients’ personal and professional lives: What to do with a sizeable bonus; the risks and rewards of buying a second home; or better understanding how executive compensation works. Keith is frequently the first person clients call for practical advice when it comes to making decisions that could impact achieving their hopes and dreams. And, does he ever enjoy a good challenge? Whether it’s fixing technology, tucking into a puzzle, or helping a client achieve what might seem like an unachievable goal, Keith’s combination of problem-solving and stick-to-itiveness yields impressive results.
Keith is a CERTIFIED FINANCIAL PLANNERTM professional and he also holds health, life, and long-term care insurance licenses.
Keith and Joe built their firm culture on the shared values of empathy, integrity, and communication. Keith believes the key to long-term client relationships comes down to clear communication and simplifying complex topics into understandable discussions.
Outside of his firm, Keith is most grateful for his family: his wife of 32 years, Suzi; their four kids, Shay, Avery, Chaz, and Bo at varying stages of their schooling or careers; and the time they enjoy together. In his downtime, you can find Keith doing anything from gathering with a small group of friends, reading, skiing, playing golf, or playing around with his dogs in the backyard.
Keith Kiker is proud to have been recognized as a Summit Club advisor for 2021—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Director of New Business & Client Services
Meghan joined the EK&A team in April of 2005 as the Director of New Business & Client Services. In her client-facing role she is the direct point of contact to assist with all account level-related operations and questions. Meghan’s commitment to providing excellent customer service to all clients shines through in her daily interactions. Meghan shares her empathy, knowledge, and humor with the EK&A family of clients. She does not hesitate to roll up her sleeves and tackle the big challenges families face as they navigate through all stages of life.
As an empty nester, Meghan’s personal hobbies include attending concerts, country line dancing, hiking, seeking out new restaurants or breweries, reading, and traversing the US with her husband Michael, cat Maddie, and dog Bella in their RV.
Director of Financial Planning Services
Missy Ulrich joined EK&A as the Director of Financial Planning Services in October 2015. In this client-facing role, Missy is the direct point of contact to assist with all wealth management planning questions. She knew from an early age that she wanted to work in finance and set her sights on joining the industry to work in a role that fulfills her. Missy has a knack for making the planning process not only easy, but educational and informative for our clients. With her quick wit and humor, she makes what may seem like a tedious process an enjoyable experience.
A graduate of Walsh College, Missy earned a bachelor’s degree in business administration with a concentration in finance. She holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network®.
Missy is a Michigan native and now lives in Naperville, Illinois with her husband and children. In her free time, she enjoys family time outdoors, wine, game nights with friends, puzzles, and reading.
Director of Operations
Marceline Glavach joined EK&A in 2002 working with clients and assisting EK&A advisors to create financial plans, while also supporting our team with bookkeeping and human resources. In recent years, Marceline has continued to manage operations behind the scenes while also acting in an overflow capacity or with special projects as the Director of Operations. Throughout her nearly 20 years in her various positions, Marceline has been a steadfast champion of EK&A. She is grateful for a remote work environment that allows for consistency and balance for her family, the EK&A team, and especially all clients of the firm.
Marceline lives in Valparaiso, Indiana with her husband and three children. At home, she can usually be found on her Peloton, at the ice rink where her kids play hockey or visiting great restaurants with friends. Her family enjoys annual ski trips to Colorado and summer vacations to the Outer Banks in North Carolina and Lake Powell in Utah.
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