David 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 ever since he built his...
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,...
John E. Klaas, Jr.
CEO & Founder
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...
Kathleen A. Miller
Director, Operations
kathleen.miller@puzzlewealth.com
Mark Gorman
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. Before joining...
Amber Hall
Operations Specialist
(855) 710-6684
Christopher Olson
Operations Specialist
(855) 710-6684
Christopher.Olson@PuzzleWealth.com
Steven Connolly, CFP®
CIO
steven.connolly@puzzlewealth.com
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...
Alexander W. Klaas, MS, PPC®
Wealth Advisor
alexander.klaas@puzzlewealth.com
SCHEDULE A MEETING 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...
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..
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...