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Our Team

Your Kocen Financial Group Advisors Team

We take pride in the deep and meaningful relationships we build with each of our clients.
We see our clients as part of our family; together, we can help you achieve your goals and we will celebrate your success with you.
Get to know us better below.

Bryan S. Kocen, MBA

Bryan has an MBA in Finance (Dean's Honor List) from The University of Chicago Booth School of Business. He is also a graduate of Union College where he earned his BA in Managerial Economics (Magna Cum Laude).
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Bryan Kocen

David Tsikman

David Tsikman is a Financial Advisor for The Kocen Financial Group, Inc. Since joining the KFG team in 2021, he is focused on helping individuals, families and small businesses owners meet their specific financial needs.
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David Kocen

Penny Houseman

Penny earned a BSc. in Mathematics from the University of Wales Institute of Science and Technology in Cardiff, Wales. Penny is licensed as an Investment Advisor Representative.
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John Wills

John joined The Kocen Financial Group, Inc. in 2007. He is licensed as an Investment Advisor Representative. John is responsible for working directly with our clients and overseeing all operations.
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Heather Kocen

Heather grew up in California and spent 15 years working in the insurance industry, where she helped families with insurance and estate planning.
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