Alexander Eric Metzner, RFC, is the President and Co-Founder of Katz Metzner Financial LLC. Upon graduation from college in Virginia, Alex started his financial career in Tysons Corner. After several years, he decided to locate closer to his roots, and not only serves Frederick and Washington Counties locally, but works throughout Northern Virginia, West Virginia, Pennsylvania, and across the United States. Alex was raised in a family of business owners, and has focused his career on small business and family planning. When he’s not in the office, Alex enjoys spending time with his family, playing tennis, cycling, traveling, and serving his community.
Alexander Metzner RFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, CO, FL, IN, LA, MD, PA, VA, WI, WV Alexander Metzner RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MD Alexander Metzner RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
Ashlun joined the team starting in January 2013 and is the Client Services Director. She brings a fresh outlook and an excited attitude to each work day. Ashlun has a strong passion for customer service and is looking forward to gaining industry experience. She is Steven’s daughter so most clients already know plenty about her. Ashlun's mission is to ensure that our clients' requests for information and help is completed in a timely and consistent manner. She wants our clients to know that she is there for them and that she will always get them the answers they need.
Teresa Kaas is the Administrative Director for the firm. She joined Money Concepts Financial Planning Centre of Frederick in August of 2003. Her smile will greet you in our reception area and she is the friendly voice answering your phone calls. Teresa is extremely detail oriented and is the backbone of our support system for the whole office.