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Our Team

When you become a client of Kotys Wealth Professionals you get the benefit of an entire team that becomes an advocate for your financial future.

We go out of our way to make sure our clients do not make suboptimal decisions. This is different from the typical wire house approach because we view each relationship as “ours” not “mine”.

We communicate frequently so our clients get the best of our collective knowledge and expertise.  We will bring all available resources, attorneys, CPAs, and other professionals, together to position you for optimal results.

Join Our Team

Meet Our Team:

WESLEY KOTYS, CFP®, AAMS® Photo WESLEY KOTYS, CFP®, AAMS® Hover Photo
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WESLEY KOTYS, CFP®, AAMS®

Founder and CEO

WESLEY M. KOTYS, CFP®, AAMS®

Founder and CEO


Wes has over 20 years of financial planning and investment management experience which he brings to everyone that he has the pleasure to work with. He takes great pride in being a second-generation financial adviser, and before launching Kotys Wealth Management in 2007, Wes spent nearly a decade with two major broker-dealers.  Wes had one of the fastest-growing offices in the country.

Wes believes one of his purposes in life is to help people obtain and maintain a wealthy mindset, which means making wise investments, planning for future generations, and constantly moving forward in generosity. Wes has a real passion for building a solid financial plan unique to each client, in order to help make their dreams come true.  Wealth in pure form is not only about money, it is a resource that allows individuals and institutions to reach long term goals.

Community involvement and education are values Wes holds very close to his heart. He graduated from Indiana Wesleyan University with a bachelor’s degree in Business Administration. Throughout his professional career, Wes has served his community in several roles and continues to be a valued member throughout the community.  

On a personal note, Wes and Sarah have been married for over 20 years and have one son, Dominic, who is active in baseball and golf, so you can find Wes watching his son play.  Wes enjoys staying active through hiking, fishing, hunting, cycling, golf, and tennis.

Schedule a Call

WESLEY KOTYS

WESLEY KOTYS

Contact

219-465-6924 
wes@kotyswealthpro.com


SARAH KOTYS Photo SARAH KOTYS Hover Photo
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SARAH KOTYS

Chief Financial Officer

SARAH KOTYS

Chief Financial Officer


Sarah serves as the Chief Financial Officer of Kotys Wealth Professionals, handling accounting and internal auditing for the firm. Her background is as an accountant and former auditor for the state of Indiana, and academically, she is an honors graduate of Purdue University, where she earned her B.S. in accounting.

In her current role, Sarah ensures that Kotys Wealth Professionals operates efficiently but also that the firm is intricately involved with our community, and local charitable and cultural organizations. She has more than a decade of experience as an accountant in small business settings and was an experienced governmental accountant and auditor with the Indiana State Board of Accounts. 

On a personal note, Sarah is married to Wes and they have been married for over 20 years. They have one son, Dominic, who is active in baseball and golf, so a lot of their free time is spent watching him doing the things he enjoys.  When out of the office, Sarah enjoys cooking, tennis, golf, and traveling.  She is a member of Kappa Kappa Kappa-Iota, an organization whose purpose is to promote charity, culture, and education locally and state-wide.


 MEGAN MYERS, PHR® Photo  MEGAN MYERS, PHR® Hover Photo
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MEGAN MYERS, PHR®

Chief Operating Officer

MEGAN MYERS, PHR®

Chief Operating Officer


Megan joined the Kotys team in 2014.  In her role, she manages the firm's internal systems, manages office processes, is the first point of contact for prospects, and oversees office efficiencies. She is also responsible for all marketing efforts and client events. Megan loves working with clients and truly getting to know them.  Her teammates tell Megan that she is the cornerstone connecting all efforts to provide the impeccable client experience Kotys Wealth Professionals are known for. 

She is a graduate of Sawyer College and an experienced HR Professional with a PHR® (Professional in Human Resources) designation and has experience in the travel and banking industries. Megan loves working and living within the same community. 

On a personal note, Megan has been married to her husband for over 20 years and has three active children, Teagan, Cole, and Jaxson.  When she is not in the office, she is most likely at a sporting event cheering on her kids.  She enjoys outdoor adventures, sports, crafting, fitness, shopping, and volunteering. Megan is also an active member of Kappa Kappa Kappa-Iota, a charitable organization whose purpose is to promote charity, culture, and education within the local community.


RYAN KOTYS Photo RYAN KOTYS Hover Photo
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RYAN KOTYS

Wealth Advisor

RYAN KOTYS, CFP®

Wealth Advisor


Ryan graduated with honors from Purdue University with a degree in business management and marketing.  In 2011 Ryan joined the Kotys team as a Wealth Advisor.  Ryan focuses on growing trusting relationships by providing guidance for clients planning for retirement and beyond.  In addition, he also oversees 401k retirement plans, reviews portfolio risk management, and assists in building and maintaining formal financial plans.  He also enjoys the blessing of working with family and friends.

Having overcome some personal health setbacks, Ryan is also passionate about teaming up with clients to become healthy not only financially, but physically, and spiritually as well.

Ryan is active in the community through his involvement in the Valparaiso Chamber of Commerce, Trauma Coaching Coalition, and serving in an active role within a large church family. He is also an active member of the Purdue Alumni Association. On a personal note, Ryan enjoys creative writing and staying active through golf, basketball, and cycling.

Schedule a Call

WESLEY KOTYS

WESLEY KOTYS

Contact

219-465-6924 
ryan@kotyswealthpro.com


MARK ROSINSKI, CFP®, CPA Photo MARK ROSINSKI, CFP®, CPA Hover Photo
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MARK ROSINSKI, CFP®, CPA

Wealth Advisor

MARK ROSINSKI, CFP®, CPA

Wealth Advisor


As a Wealth Advisor with Kotys Wealth Professionals, Mark has the opportunity to provide tremendous value to our clients in their personal and professional lives. Mark enjoys building relationships and helping clients achieve their version of financial success.

Mark joined the Kotys team in April of 2019 as a Wealth Advisor with a background in Accounting and Finance. He previously worked for NIPSCO/NiSource in several roles including Corporate Finance & Accounting, Management Reporting, and Continuous Improvement. He also has experience in tax preparation working for H&R Block.

Academically, Mark’s background is very diverse. He graduated from Purdue University Calumet with a Bachelor of Science in Mathematics, he is a licensed Certified Public Accountant and he is a Registered Investment Advisor. 

In his personal life, Mark and his wife, Holly, have a daughter, Cora, who was born in March 2022. Mark enjoys staying involved in the community through his local church, playing in organized sports, and volunteering with Meals on Wheels and as a volunteer income tax preparer for the elderly. Mark and their family enjoy walks with their dog, Mia, visiting the Dunes, summer pool parties, and homemade pizza on Friday nights.