Team
Aaron Kennedy CFA®, CFP®, CLU®, ChFC®
Chief Investment Strategist & Advisor
254.629.3865
LifePlanning@kennedy-financial.com
Amanda Steele
Office Administrator
254.629.3865
Angela Robinson, CFP®, CEPA®, ChFC®, CRC®
Chief Planning Strategist & Advisor
254.629.3865
LifePlanning@kennedy-financial.com
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.
Bill Roth, CFA
Advisor
Bret Robinson
Strategist & Advisor
254.629.3865
LifePlanning@kennedy-financial.com
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...
Brooke McLees
Implementation Specialist
254-629-3865
BMcLees@lifeplanning.solutions
Chris McCormick
Marketing & Communications Administrator
254.629.3865
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...
Jan Clay
Executive Assistant & Human Resources Coordinator
254.629.3865
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...
Jim Kennedy CRC®, CMFC®, LUTCF
Founder & Advisor
254.629.3865
LifePlanning@kennedy-financial.com
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...
Meg Kennedy
Content Editor & Technology Administrator
254.629.3865
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.
Patrick Kirby
Implementation Specialist
254.629.3865
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.
Susan Seider
Team Coordinator
254-629-3865
SSeider@lifeplanning.solutions
Susan Seider has over 25 years of experience in the financial services industry and initially joined our team in 2008. She retired a few years ago and found she couldn’t live without her KFS family for very long. Her second wind...
