Meet Our Team

At LFA Private Wealth Management, our management team is dedicated to providing outstanding service throughout our client and advisor base. At the core of our solid foundation are individuals with a strong background in delivering real-world solutions towards achieving your goals.

The team’s commitment to excellence is infused in LFA’s daily operations — building an environment dedicated to forming lasting relationships, supporting uncompromised customer service, creating a sense of trust and long-term strength in our investment approach.

Kevin Bartel, MBA

CEO & Chief Wealth Officer

KBartel@LFAprivatewealth.com

Kevin Bartel works to build and foster client relationships through a holistic wealth management approach.

Sue Bartel

Director of Business Operations

SBartel@LFAprivatewealth.com

As a Director of Business Operations, Sue is responsible for ensuring the smooth and successful operation of the firm.

Ronald W. Murphy, CLU®, ChFC®

Founder & Financial Advisor Emeritus

RMurphy@LFAprivatewealth.com

As an advisor emeritus, Ron brings a wealth of knowledge and experience.

Kent Cai, CPA MBA

Director of Tax Strategy

KCai@LFAprivatewealth.com

Kent works closely with clients to make informed decisions by considering the long-term impact of taxes, financial planning, and wealth preservation.

Michael Allen

Director of Client Experience

MAllen@LFAprivatewealth.com

As a Director of Client Experience, Michael prides himself on providing clients with efficient and meticulous service.