The people, not the letterhead.

Mitchel Krause

Founder | Senior Retirement & Legacy Planning Specialist

More than thirty years across private wealth and the institutional side of Wall Street, and the conviction that clarity has to come before any recommendation.

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Jessica Krause

Client Relationship Specialist

Twenty-five years spent earning the trust of the country's largest retailers, now spent helping families through the transitions that matter most.

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Jake Gaechter

Retirement & Legacy Planning Specialist

Builds the models behind every plan, stress-testing income, markets, taxes and longevity so the hard questions are answered before the decisions are made.

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Carla Tew

Client Experience Specialist

Two decades of Wall Street operations and compliance experience, and the person who makes new clients feel at home from the first phone call.

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Ashley Mariani

Trusted Partner

A Chartered Special Needs Consultant® brought in when a household's plan has to account for disability, special needs or another circumstance the standard playbook does not cover.

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Biographies describe professional background and experience only. Nothing on this page is a testimonial, an endorsement, or a statement about investment results. Other Side Asset Management provides investment advisory services and offers such services only in states where it is properly registered or exempt from registration.