Delivering Knowledgeable, Attentive, and Thoughtful Advice
Our aim is to offer a full-service and engaging financial planning experience, helping you pursue your financial goals and building confidence with managing money. We prioritize clients while leveraging advanced technology, transparent and clear communication, and insights to make your financial journey as smooth and effective as possible.
Your Team
Will Kinmonth is a financial advisor who has been working in the industry since 1997. His career includes roles as a Financial Advisor and District Manager at American Express Financial Advisors in Roanoke and Virginia Beach, Financial Planning Director at MetLife in Pittsburgh, and Senior Financial Advisor/Senior Vice President at Citizens Private Client in Pittsburgh.
He earned a Bachelor of Business Administration with a concentration in Finance from Roanoke College and holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Will holds the Series 7, 24, and 63 securities registrations through LPL Financial, the Series 65 through NewEdge Advisors, as well as Life and Health insurance licenses in multiple states.
Clients can expect that he will strive to provide comprehensive advice, service, and client experience, as well as maximum effort in the attainment of their goals. His consultative process is transparent, client-focused, and based on sound advice.
Will is originally from New Jersey but moved to Pittsburgh in 2002. He and his wife, Nicole, have two children, Syd and Tre. The family enjoys supporting their children’s sports, traveling, and spending time with their English Bulldog, Lucy, and Scottish Fold cat, Sampson. Will also enjoys running, has a background in collegiate soccer, and maintains a love-hate relationship with golf.
Bojana Lucic-Jozak is the Director of Client Relations at Proxima Wealth Management. She has over 12 years of Banking and Wealth Management experience, 9 of which she has worked with Will Kinmonth. After graduating from West Virginia University, Bojana began her career at Citizens Bank in retail banking. Within a few years, she transitioned to Wealth Management and obtained her Series 6, Series 63, and Life and Health Insurance licenses.*
Clients can expect from her a commitment to thoughtful client experience, service, and dedication, with a personalized touch in every interaction. Bojana believes in building genuine relationships and understanding clients’ unique needs and aspirations.
Bojana’s family moved to the United States when she was young, so she speaks three languages fluently, making her the ultimate social butterfly. Croatian is her Native language, along with German and English. When she is not at work, she spends all her time with her wonderful family, her husband Josip and daughters Anabella & Maya. Her biggest accomplishment has been becoming a mom and spending time attending all the girls’ sports activities. They are a basketball-loving family, world travelers, and enjoy spending all the time together as a family.
*Bojana is a registered assistant with, and holds the Series 6 and 63 securities registrations through, LPL Financial.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Resource Alliances
Proxima Wealth Management operates an independent practice supported by NewEdge Advisors. The NewEdge Advisors platform provides access to various capabilities and resources, including investments, custody, technology, research, and more. LPL Financial is the primary custodian for Proxima Wealth Management. Having an institutional custodian provides our clients transparency on investment performance, fees, and transaction activity, all with the benefits of institutional access to investment accounts. LPL Financial enables brokers to trade securities on behalf of its customers.
LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
*As reported by Financial Planning magazine,Ł1996-2023, based on total revenue.
