Broker Check

 

Team

Jim Kennedy began his financial career in banking in Comanche, Texas in 1973. He has since worked in, studied, taught, and written for various aspects of the economic industry which are dedicated to helping entrepreneurs, individuals...

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Aaron graduated from Texas Tech University in 1999 and settled into Kennedy Financial immediately. He is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Financial Analyst. As the...

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Angela Robinson, CRC®, CFP®

Financial Planner

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Angela Kennedy Robinson joined her father and her brother in the family business in 2006. Together and now with her husband as well, they help individuals and families work to create and sustain their Life Plans. Angela pens an...

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Bret Robinson

Financial Planner

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Bret Robinson took the long road to get to Kennedy Financial Services. All the way from “Big Sky Country.” He was born and raised in Musselshell, Montana and made his way down to the great state of Texas. He graduated from...

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Matt Ervin, CFP®

Financial Planner

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Matt joined the KFS family as an intern during his final semester at Tarleton State University. It didn’t take him long to know this was the industry that held the path for his future and immediately upon graduation with a...

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Shelby Thompson

Insurance & Para-Planning

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Shelby was new to the KFS family in 2017, but is quickly becoming an invaluable part of the team. Her degree in ag-economics gave her a taste for our industry. This coupled with her desire to learn and her passion to help people has...

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Patrick Kirby

Implementation Specialist

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Patrick is our Client Advocate and though he works out of our Waco office, he is considered our first contact for clients. His career in the finance industry began in 1996, working for Finance, IRA and 401(k) companies.

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Susan Seider

Operations Coordinator

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Susan brings over 24 years of experience in the finance industry to her role at KFS, joining us in 2008. Susan works remotely from her home in Abilene, TX. She is responsible for the firm’s scheduling of appointments with clients...

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Jan Clay

Human Resources

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Jan joined the KFS team in July 2015 to work with Meg in the business and bookkeeping department. Her 35 years of bookkeepingexperience - and patience - have proven invaluable. She is also the first friendly face you will see when...

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Chris McCormick

Graphic Designer

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Chris is a KFS veteran, having joined the team in 2006. His primary role is helping facilitate the firm’s communication and education for the families we work with through designing and implementing the KFS brand across various...

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Meg Kennedy

Content Editor

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Meg, rounds out the staff as CFO of our firm, Chief Editor, and helps with our tech department. Meg’s warmth, creativity and intellect are huge assets to the overall branding and image of our small family- based business.

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Amanda joined our team in 2017 and helps tackle various tasks. She coordinates office clerical duties, such as filing, faxing, answering phone calls, and responding to emails. With unflappable good humor, she makes sure our conference...

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Angel Rodriguez

Planning Team Coordinator

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Brittany Holt

Implementation Specialist

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Brittany joined KFS in May of 2021 and has quickly settled into her growing role of executing and managing account and funds activities. Her BA in Human Sciences earned at Texas Tech, along with her growing interest in the field of...

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Mariah Maindonald

Client Relationship Manager

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Mariah joined KFS in May of 2021 and is your primary contact for any client services inquiries. Prior to joining KFS, Mariah worked as a Director of Client Relations for a San Francisco based investment firm for over ten years. Mariah...

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