Broker Check


Meet our team:


Allan J. Haupert, CFP®, MBA, CPA

Registered Principal, AJH Wealth Management



Allan Haupert is the founder of AJH Wealth Management with two decades of experience in the financial services industry.

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Kathy Bilansky is the Client Services Manager for AJH Wealth Management. She thrives on being able to help people, and enjoys the one-on-one contact with clients.

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