Kenny joined Equity Concepts in 2001 as a Wealth Manager and became a shareholder in 2006. 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 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 currently serves as a board member for the Cooperative Baptist Fellowship Church Benefits Team. This organization serves over 1,000 ministers, church staff, non-profit leaders and CBF field personnel around the globe. The Benefits Team is responsible for overseeing the $82 million dollar 403(b)(9) retirement plan, along with health, dental and vision insurance.
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.