Team
Our team is the backbone of Socha Capital’s success as a family office. With expertise in tax planning, investment management, and estate planning, our professionals are dedicated to serving high-net-worth families. From certified financial planners to tax strategists, we craft personalized solutions to reduce tax liabilities and safeguard your wealth. Learn more about our team and how we can help your family achieve financial efficiency and security.
Jeff Socha
CEO & FOUNDER
Wes Leftwich, CFP®, AIF®, CEPA®, MSFP
Senior Financial Planner
Kevin X. Smith, CFA
Chief Investment Officer
Alan Kilian
Family Office Director
Mark Wheelis, CPA
Chief Financial Officer
John Gambone, CFP®, ChFC®
Lead Financial Planner
Matt Hiller
Lead Financial Planner
Chad Stevens, CPA
Family Office Manager
Andrew Vinciguerra, CFP®
Financial Planner
Jamie Thompson
Financial Planner
Matt Sandstrom, AWMA™
Financial Planner
George Galat V, CFP ®, MSFP/MTAX, EA, ECA
Financial Planner
Doug Aumont, CFP®
Financial Planner
Luke Watson, CFP®
Financial Planner
Josh Mumper, CFP®
Associate Financial Planner
Manisha Gupta, CFP®, MBA
Financial Planner
Matthew Pierce, CFA
Portfolio Manager
Megan Webster
Client Services Coordinator
Anna Hartmann
Client Services Coordinator
Amelia Ellenstein
Brand Strategist
Elizabeth Cope
Head of Compliance
Dave Lynch
IT Director
Amy Kizer, PHR®
HR Director