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’m going to put a sensible financial plan together so that I can stop worrying about my financial future. Instead of living scared, I will start living my life empowered with a sense of opportunity and creativity.” 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
Client Relations Specialist
Kristin wears a lot of hats at Kennon Financial. Using her 33 years of experience, she’s seen it all. From servicing accounts to assisting clients with their questions she is always happy to lend a helping hand. Kristin believes that she knows what her cats are thinking.
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 Feline Officer/Mascot
Turbo is seriously an awesome cat. He acts like a dog, and enjoys following us on walks around the neighborhood. While quite active, he still is getting a bit fat. Turbo is a not a big fan of dogs, preferring to chase lizards and bugs. He spends his time tirelessly encouraging and inspiring the Kennon Financial team with his courage and cuteness.