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Meet the LGK Investments of Aligned Capital Partners Inc. Team


Gary Koss Photo
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Gary Koss

Associate Portfolio Manager

Associate Portfolio Manager

Gary has worked in the financial services industry for over 25 years, holding a variety of mutual fund positions within the banking industry. In 2014, he began work as an advisor assisting clients with their investment and insurance needs. Gary works alongside his wife Lexy whom he married in 2007.

GKoss@alignedcp.com

780-426-2400 ext. 232 


Jennifer Hall Photo
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Jennifer Hall

Licensed Assistant - LGK Investments of Aligned Capital Partners Inc.

Licensed Assistant - LGK Investments of Aligned Capital Partners Inc.

Jennifer joined the team in May 2017. She has over 15 years of customer service and administration experience obtained from her time working in the financial, advertising and retail industries. Jennifer is a family oriented, problem solver who strives to learn and laugh daily.

JHall@alignedcapitalpartners.com

780-426-2400 ext. 227

Brandy Bolinski Photo
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Brandy Bolinski

Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.

Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.

Brandy joined our team in June of 2014 as an Administrative Assistant to Gary & Lexy Koss. Brandy strives to provide exceptional service to our advisors and clients. She has over 15 years of administrative experience, is highly organized and pays attention to the smallest of details. Her knowledge and experience are a great asset to our team.

bbolinski@alignedcapitalpartners.com

780-426-2400 ext. 235

Anh Tran Photo
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Anh Tran

Administrative Assistant- LGK Investments of Aligned Capital Partners Inc.

Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.

Anh began working with LGK Investments of Aligned Capital Partners Inc. in October 2021 as a Research & Marketing Assistant. Anh has more than 5 years of customer service, administration, and research experience obtained through working in the banking, insurance, and investment industry. Anh successfully earned a master’s degree in Finance from the University of Stirling, Scotland. Anh’s passion for research and her knowledge are an excellent asset to our team.

ATran@alignedcapitalpartners.com

780-426-2400 ext. 236

 

Shasta Roehr-Smith Photo
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Shasta Roehr-Smith

Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.

Administrative Assistant - LGK Investments of Aligned Capital Partners Inc.

Shasta joined our office in November 2022 as an Administrative Assistant. Shasta brings 20 years of office management and client satisfaction experience to our team. She is dedicated to providing positive client support and is happiest when being helpful.  

sroehrsmith@alignedcapitalpartners.com