Your Team
We Build More Predictable Outcomes
Our goal is for the families who work with us to stop worrying about their investments, monthly income, taxes, and passing along their wealth as they would prefer. We believe an informed and dynamic plan delivers known solutions with more predictable outcomes. Most of the people we work with wanted to take action but didn’t know where to start.
Let’s talk about ways to become informed and take away some of the uncertainty.
Dan Rausch, CFP®, MBA, CPA
Wealth Management Advisor
Dan Rausch is a dedicated fiduciary, Certified Financial Planner™ and a Certified Public Accountant. Dan has a deep understanding of how every investment decision impacts a client’s taxes and long-term estate plan.
Dan started his career at Ernst & Young, one of the world’s top accounting firms and later earned his MBA from Northwestern University’s Kellogg School of Management. This experience gives Dan the background to provide expert oversight usually found at global firms, but with the personal, one-on-one attention of a local team.
Based in our Holland office, Dan works with business owners and families across the country. He believes that every financial decision - from retirement planning to estate planning - should work together. To Dan, preserving your wealth is just as important as building it. The Kars Wealth Team handles the complex details so you can focus on your life and your family with confidence.
When he isn’t helping clients, Dan enjoys the seasons in Michigan. You’ll often find him spending time with his family and their dog Violet, hitting the slopes to snowboard, or traveling to explore new places.
Dan is an NSSI Certified Social Security Specialist and an active member of the AICPA, the National Association of Estate Planners & Councils, and the Western Michigan Estate Planning Council.
Kathee Jefferson
Client Service Manager
kathee.jefferson@karswealth.com
Kathee Jefferson is the operational heart of Kars Wealth and a leader in our firm’s daily management. She ensures every client experience is handled with uncompromising professionalism, making every interaction seamless, secure and personal.
With decades of experience with financial systems, Kathee is known for her proactive leadership and her skill in navigating the complex details of wealth management. Whether she is coordinating with our institutional partners at Schwab and Fidelity or managing client requests, her focus remains the same: providing the care and precision that ensures our families feel heard, valued, and expertly supported.
Kathee is an active member of her church choir and an avid reader, although her favorite time is spent with her six grandchildren. Her ability to bring structure is visible in her life both in and out of the office – as a passion for organization stays with her even in her spare time!
Andrew Willit
Financial Paraplanner
Andrew recently completed his Bachelor of Business Administration at Grand Valley State University. Pairing a strong academic foundation with hands-on experience interning at Howard Miller, Andrew gained experience across multiple areas of finance and project management and has a comprehensive understanding of financial principles and business strategy.
A lifetime resident of West Michigan, Andrew values staying connected to the people around him. Outside of the office, he enjoys golfing, fishing, playing the guitar, and most of all, spending quality time with his family, which remains a central part of his life.