Broker Check

 

Team

Jim Kennedy CRC®, CMFC®, LUTCF

Founder & Advisor

254.629.3863

254.629.3865

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 Kennedy CFA®, CFP®, CLU®, ChFC®

Chief Investment Strategist & Advisor

254.629.3863

254.629.3865

Angela Robinson, CFP®, ChFC®, CRC®

Chief Planning Strategist & Advisor

254.629.3863

254.629.3865

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

Strategist & Advisor

254.629.3863

254.629.3865

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®, CPWA®

Lead Strategist & Advisor

254.629.3863

254.629.3865

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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Patrick Kirby

Implementation Specialist

254.629.3863

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.

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Jan Clay

Executive Assistant & Human Resources Coordinator

254.629.3863

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...

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Chris McCormick

Marketing & Communications Administrator

254.629.3863

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...

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Meg Kennedy

Content Editor & Technology Administrator

254.629.3863

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.

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Angel Rodriguez

Planning Team Coordinator

254.629.3863

254.629.3865

Angel joined us in September of 2021. With a keen eye for detail and organization, she has quickly proven herself to be an invaluable asset to KFS. Angel is home-grown in Eastland, TX, where she resides with her son, Kade. While her...

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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Savannah is another repeat appearance, having worked previously with KFS prior to graduating from Tarleton in May 2021 and returning in 2022. She lives in Eastland with her husband, Sam, and (soon to be) 2 kids. Savannah’s...

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Tammy is a recent addition and brings over 22 years or accounting and financial reporting experience to the KFS table. She and her husband Houston live in Breckenridge, TX, where they enjoy an occasional golf outing and every...

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