Kennon Financial believes:
Social Security is not going broke.
Inflation is not going to bankrupt you.
Medicare covers more than you realize.
Your savings may go further than you think.
You don’t need a million dollars to retire.
Will you join us?
Founder & CEO
Dave’s mission is to help you join the retirement revolution. The revolution that says, “I REFUSE to live the rest of my life scared to death that I am going to run out of money.” Dave is one part father of four, one part lucky husband, one part consumer advocate, one part investing nerd, and one part fiduciary.
Want to learn more about my legal and regulatory history? Click Here
Don’t let his boyish good looks fool you. Adam has over six years of experience meeting with clients and executing plans. Adam, a natural optimist, is often overheard saying to others, “I love my job, because my job can change lives.” Adam also believes he knows what his dogs are thinking.
Client Relations Specialist
Alex wears a lot of hats at Kennon Financial. From servicing accounts to assisting clients with their questions she is always happy to lend a helping hand. Alex dislikes the texture of cottage cheese.
Client Relations Manager
Lee assists with opening and maintaining accounts. She is also your “go-to” person when you have service questions about your portfolio. Lee attended Ohio State University and has an extensive background in the financial services industry. A naturally compassionate and caring team member, Lee focuses on making your experience with Kennon Financial as comfortable and positive as possible. She often leaves her Christmas tree up until April.
Chief Development Officer
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. A devoted mother of four young children, Dalanee’s patience and selflessness shine through each day. Her husband thinks she is the most awesome thing since sliced bread.
Chief Canine Officer/Mascot
Teddy is a white fluff ball full of love and kisses. He spends his time tirelessly encouraging and inspiring the Kennon Financial team with his courage and cuteness. Among Teddy’s favorite things: squeaky toys, annoying our cats, and searching for dead animals in the backyard.