Kenny joined Equity Concepts in 2001 as a Wealth Manager and became a shareholder in 2006. Kenny and his wife were clients of the firm before joining in a professional capacity. This has afforded Kenny an important perspective as he understands the value of what a thorough financial plan can bring to a family. With a passion for teaching, Kenny strives to educate his clients and increase their financial knowledge. Kenny has completed advanced training and frequently handles sophisticated retirement plan structures for small business owners. Another area of specialization for Kenny is College Planning and Financial Aid Consulting. Kenny serves as a member of the Equity Concepts Investment Committee that oversees one billion dollars of assets under management. Kenny currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65, and is licensed in 21 states. Kenny is a Certified Plan Fiduciary Advisor (CPFA®).
Kenny’s previous career experiences include the Central Intelligence Agency, First Market Bank and Circuit City. As an Investment Advisor Representative, he has the responsibility to protect his clients’ best interest and to completely disclose all important information to his clients. Kenny has been quoted in various media outlets including U.S. News & World Report, Investor’s Business Daily, Financial Advisor Magazine and the Richmond Times Dispatch.
Kenny earned his Bachelor of Arts degree from Mary Washington College. Kenny has served as President on both the Richmond and Virginia Board of Directors for Bethany Christian Services, the largest orphan care agency in the United States.
Kenny and his wife, Jennifer, live in Mechanicsville, Virginia with their three children, Caleb, Lydia and Isaiah. They enjoy traveling to historical landmarks and vacationing at the beach. Kenny enjoys running, bike riding and golf.