John E. Klaas, Jr.
CEO & Founder
John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, and in the years since, he has helped clients manage their wealth through 10 market corrections and three recessions. His...
Karoline O’Connor
COO
karoline.oconnor@puzzlewealth.com
Karoline has over 30 years of experience in the financial services industry. She partnered with John Klaas in 1995 and they’ve remained a solid team ever since. As Executive Director & CSO, a few of the things she is responsible for...
Steven Connolly, CFP®
CIO
steven.connolly@puzzlewealth.com
Steve firmly believes that by getting to know his clients’ complete financial situation, from their investment holdings to their liabilities to their short-term and long-term goals, he is able to deliver not just a singular...
David J. Millington, CFP®, CIMA®, CEPA®, SE-AWMA®
President
david.millington@puzzlewealth.com
David prides himself on advising clients with the intention of reducing or eliminating financial stress. David has worked with John, Karoline, and Steve since 2003. He has taken a passion to the investment world...
Robert A. Davit, CIMA®
Managing Director
Bob has been providing multigenerational wealth strategies for over 25 years.As a Certified Investment Management Analyst®, he enjoys helping clients pursue their short- and long-term financial goals by using portfolio architecture...
Kathleen A. Miller
Director, Operations
kathleen.miller@puzzlewealth.com
Alexander W. Klaas, MS, PPC®
Wealth Advisor
alexander.klaas@puzzlewealth.com
Alex joined the team in 2014 while at UBS Financial Services. He enjoys the complexity of the Puzzle financial planning process and focuses on creating a customized goals analysis for each one of his clients. Being able...
Christopher John Sagan, CFP®, AWMA®
Wealth Advisor
Chris joined the team in 2017. As a Certified Financial Planner™, Chris enjoys working with clients, planning for their future through comprehensive, coordinated and holistic financial planning. He helps...
Mark C. Gorman, MBA
Director, Trading
Mark joined the team in 2018 with nearly a decade of experience in the financial services industry. He is responsible for assisting the team’s efforts in managing client investments through portfolio construction, research and...
Allison Tregoning
Operations
allison.tregoning@puzzlewealth.com
Allison joined the Puzzle Wealth Solutions team shortly after it’s launch in 2021. She is responsible for maintaining our operational processes as well as the implementation of our trading models in client’s portfolios....
Lisa Millington
Corporate Business Development
lisa.millington@puzzlewealth.com
Lisa joined Puzzle Wealth Solutions as a Business Development professional in October of 2023. Married to David, Puzzle's President, for 14 years, and a proud mother of two boys, she brings a wealth of experience in sales,...
Alexa Tetrev
Operations Assistant
Alexa brings a thoughtful, client-centered approach to financial services, combining operational expertise with a strategic focus on long-term growth and relationship development. She holds a BS in Finance and Insurance from the...
Amber Hall
Operations Specialist
Christopher Olson
Operations Specialist
De Eshelman, CFP®, ChFC®, RICP®, CRPC®
Managing Director, FL & OH
(855) 710-6684
With more than 25 years of experience in financial and investment services, De Eshelman has accumulated knowledge and perspective to help you with your financial goals. De understands the dynamics of wealth, how to balance the complex...