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Our Team
Steve Klimaszewski, CFP®, CFS Steve Klimaszewski, CFP®, CFS

Phone: (914) 909-1552
Fax: (914) 909-7752

Financial Planner Steve Klimaszewski works with people who want to manage their money in a way that will help them live comfortably now and when they retire.
He believes in building relationships and creates a financial plan by listening to his client's short and long-term personal and/or business objectives and risk comfort level. His goal is to help clients achieve confidence, regardless of economic and financial conditions, by taking an educational approach to income distribution planning.

With over twenty years in financial services, Steve has the tools to help individuals and businesses develop and implement financial plans that can result in increased safety, income and growth. He can help individuals plan to retire, reduce estate and income taxes (where applicable)*, provide strategies for college education funding and help ensure that loved ones are provided for in the event of loss. He can help businesses implement pension plans (including 401(K), group benefits, and deferred compensation plans for executives and owners) as well as disability and life insurance buyouts.

Steve attended the University of Colorado and is a Certified Financial Planner® graduate from the College of Financial Planning, Denver, Colorado, and a Certified Funds Specialist graduate from the Institute of Business and Finance, LaJolla, California. He is also a published journalist and a contributor to the Beardstown Ladies' Stitch In Time Guide to Growing Your Nest Egg. Steve teaches Retirement Planning for Lakeland Schools Continuing Education.

When he's not helping clients, Steve enjoys spending time with his wife and three children. He is an accomplished runner, having completed five marathons, and is an avid reader and novice guitar player.

Scott Turner, CFP®, FSA Scott Turner, CFP®, FSA

Phone: 914-909-1554
Fax: 914-909-7752

Scott Turner has been in the financial services business for over 20 years.  He specializes in financial consulting for individuals and families with an emphasis on asset management and retirement planning.  Scott helps his clients build and preserve wealth through comprehensive guidance, superior client service and a disciplined approach to investment management.  Because J Matrik Wealth Management is independent from insurance companies and brokerages, he strives to provide the most suitable advice for your situation.

Scott is a CFP®, CERTIFIED FINANCIAL PLANNER™ Professional, and a Fellow of the Society of Actuaries.  He is one of fewer than 50 people who have both designations.  He was a financial professional with New York Life for nearly six years, and served as the Chief Actuary for NYLEX Benefits, the executive benefits subsidiary of New York Life. 

Prior to that, Scott was an employee benefits consultant for PwC and Towers Watson where he focused on executive benefits, stock option accounting, and qualified defined benefit plans of multi-national corporations.  He has spoken at several actuarial conferences on stock option accounting and financing employee benefits through a captive insurance company. 

Scott graduated cum laude from Tufts University in 1991 with a B.S. in Mathematics.  He is an active member of the Tufts Alumni Association and has done fundraising for the school for more than 10 years.  He is an avid golfer and lives with his wife Shari, an attorney, in New York City.

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Securities offered through Kestra Investment Services, LLC.,(Kestra IS) member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. J Matrik Wealth Management is not affiliated with Kestra IS or Kestra AS.

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Check the background of this financial professional on FINRA's BrokerCheck.