Our Team | David Kennon

About Our Team

 

David Kennon

Founder & CEO, Kennon Financial

David Kennon is the Founder and CEO of Kennon Financial. As a third generation advisor, David is laser focused on using his 15 years of experience to help his clients get the most “life” from their money. Being firmly committed to serving his community, David offers free monthly social security workshops and hosts a weekly financial radio show, The Dave Kennon Show, on 930 AM WLSS. A family man at his core, David’s primary sources of inspiration come from his wife and four children. Is there a secret to his achievements? Not so—just hard work and focus, “Many people talk about success,” notes Kennon, “but I’ve always put my promises into action. This is a business where people, and their needs, come first. While the tools I use are complex—and getting more complex with changes in the economy—the basics are very simple—take care of people, and the benefits will follow.”

David@KennonFinancial.com

Adam Dahlberg

Client Success Manager & Insurance Advisor

Hello, my name is Adam Dahlberg and I’m a passionate Account Executive with many years of extensive expertise in the financial space.  I possess both the Series 7 & the 2-15 Florida’s Life, Health, and Variable Annuities license.

As a seasoned Associate at Kennon Financial, I’m here to help retirees or those looking to retire in the next five years to create a liberating lifestyle for themselves. Knowing how much you can safely spend during such a pivotal period in your life is paramount, and I strive to make the process as seamless as possible.

You’ve worked hard throughout your lifetime and you’re about to embark upon a new chapter. This is, without a doubt, an exciting time for you, and there’s nothing I prioritize more than tending to your unique set of insurance needs so your retirement can truly be stress-free and absolutely fulfilling. Feel free to reach out to me with any of your inquiries!

In addition to being a go-to finance man, I’m also a dedicated family man. My beautiful wife and two dogs are my world, and they’re the main reason why I’m so integrity-driven.

Adam@KennonFinancial.com

*Insurance is offered through Kennon Financial. First Allied is under separate ownership than any other named entity.

Lee FitzGerald

Client Relations Manager

She assists with opening and maintaining accounts. She is available to find solutions for your account related requests or needs. Lee attended Ohio State University, has worked in the finance for six years, and has an extensive background in the insurance industry.

Lee@KennonFinancial.com

Dalanee Kennon

Creative Director

Dalanee was born and raised in Sarasota, FL and earned a Bachelor’s degree in business from the University of South Florida. She then went on to earn a M.B.A. with a specialization in logistics from the University of North Florida in Jacksonville and  is the devoted mother of four children.

Dalanee@KennonFinancial.com

Marty FitzGerald

Business Operations Manager

Marty assures that the firm’s day-to-day operations align with industry regulations and internal policies. He also handles client service requests and account maintenance. Marty holds a Master’s Degree in Central and Eastern European Studies from La Salle University in Philadelphia and an undergraduate degree in International Studies from the University of South Florida. Marty currently holds a Series 7, a Series 66 and a Florida Life, Health and Annuity license.

Marty@KennonFinancial.com

 

 

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