Wednesday, June 19, 2013

Latest local news, weather and high school sports for Tri-State area

Expert Connect
 > 
Financial Services
 > 
Kennedy Wealth Group
Financial Services
Kennedy Wealth Group
Financial Services, Quincy , IL
(217) 221-1300
Phone
(217) 221-1300
Address
721 North 24th St.
Quincy , IL 62301
Hours
Monday 8 a.m. - 5 p.m.
Tuesday 8 a.m. - 5 p.m.
Wednesday 8 a.m. - 5 p.m.
Thursday 8 a.m. - 5 p.m.
Friday 8 a.m. - 5 p.m.
Saturday By appointment
Sunday Closed
Related Searches
group financial planners, planning wealth, financial planer service, financial advising, kennedy wealth group, wealth management group
Business Type: Financial Consultants
Kennedy Wealth Group is a comprehensive, relationship oriented services firm, providing custom financial strategies and estate. Founded by Jeff Kennedy, a former U.S. Navy fighter pilot, our firm fights to protect your financial future and the legacy you’ll behind. We are a team of dedicated financial professionals who with you every step of the way, helping to guide you on your path financial freedom.
Come visit our office in Quincy!
Slideshow
Photo:
Meet the Team
Jeff Kennedy, Senior Financial Advisor
Jeff Kennedy is the founder and President of the Kennedy Wealth Group in Quincy IL. As a college undergraduate, Jeff earned a Bachelor of Science degree in Mechanical Engineering from the University of Missouri – Columbia and then went on to serve his country as a carrier aviator in the US Navy. Jeff’s financial services career began nearly a decade ago in the health insurance marketplace. A few years into it he decided to broaden the scope of services he could offer his clients and thus became a registered rep with the Northwestern Mutual Financial Network. While with Northwestern, Jeff earned many awards for service to his clients of which the Life Impact award was of greatest significance to him. Jeff also holds the distinction of having earned membership to the Million Dollar Round Table in his first year in the industry as well as being named New Associate of the Year in the largest agency of the Northwestern Mutual. The discipline and experience that Jeff has gained from his successes in earning an engineering degree, becoming a fighter pilot, and training and thriving within the system of one of the largest and oldest financial institutions in North America have uniquely prepared him to be your independent financial advisor. Jeff, his wife Kim, and their two children reside in Quincy IL. They are members of Crossing Church where Jeff enjoys playing bass guitar with the worship team. Jeff is also very active in the community and the region serving as Cub Scout Den Leader; executive board member of the Mississippi Valley Council of the Boy Scouts of America; the executive board of the Phi Gamma Delta Alumni Association of the University of Missouri; and as a member of the Rotary club of Quincy. He holds insurance licenses for life, health/accident, annuity, Long-Term Care and property and casualty as well as Series 6, 7, 63 & 65 securities registrations. Honesty, service and integrity are the core values of his company.
Gordon P. Ralph, JD, FLMI, ChFC, CLU, CPCU
Mr. Ralph is a graduate of the University of Chicago where he obtained A.B. & J.D. degrees and was a member of Phi Beta Kappa and editor of the University of Chicago Law Review. After graduate school Mr. Ralph was a member of the Faculty of the Law School, a US Government attorney and in private practice in Milwaukee. Thereafter, Mr. Ralph became an officer of The Northwestern Mutual Life Insurance Co. [NM] in the Law Department [specializing in tax, insurance, real estate and corporate investment matters], and later was VP and Corporate Counsel of a large multi-line insurance company. Later, Mr. Ralph joined a member firm of M Financial and was a Financial Representative of NM specializing in tax and estate planning, executive benefits, planned and charitable giving, and developed unique cost recovery strategies for corporations and partnerships. He has presented lectures on the design and structuring of life insurance for funding of ILITs (trusts to fund estate taxes) to bar associations, law firms and other professional groups, including a presentation at Northwestern Law School to over 200 estate tax attorneys. He is a frequent speaker… e.g. WI CPA symposium on Executive Benefits; keynote address to National Association of Fund Raising Executives on Planned Giving. Mr. Ralph was one of 10 National Regional Managers [IL, MN, and WI] for First Financial Planner Services, helping firms with management of the practice and with due diligence reviews of the products they recommended. He later had his own RIA and is a Securities Principal. Over the years, Mr. Ralph has pursued advanced designations, including: In recent years, Mr. Ralph has designed, enrolled and serviced group term carve out permanent life insurance plans for the executives of international firms, assisted with business transition and buyout engagements, designed and implemented Executive benefit plans for corporate and professional firms [with cost recovery], and developed estate tax funding strategies for clients in many states. Besides being a member of Estate Planning Councils and other professional and industry groups, his community efforts have involved volunteer work in religious, youth, literacy, sports, Rotary and adult education areas. He lives in FL with his wife, Jacquie, a professional photographer.
Bradford T. Kirlin, Insurance Specialist
Brad Kirlin is an insurance specialist focusing on senior market planning for the Kennedy Wealth Group. Being an Independent Representative working with several companies allows him the ability to provide an unbiased opinion when making recommendations to his clients. Knowledgeable in Long Term Care, Medicare Supplements, and Final Expenses products, he is able to provide recommendations appropriately suited to his client’s needs. He holds insurance licenses for life, health/accident, annuity, Long Term Care, as well as Series 6, and 63 securities registrations. Growing up in Quincy and having worked for Kirlin’s Hallmark (a family business) for over 13 years, has helped to shape his core values of honesty, integrity, and the importance of customer service. Brad is a member of Quincy Noon Kiwanis where he has co-chaired the club’s largest fund raising event (the Kiwanis Live Auction) for the past 4 years. He is also an active board member for the Quincy Museum and currently serves as 1st Vice President. Brad, his wife Erica and two children have made Quincy their home. They are active members of The Crossing Church, and enjoy traveling, swimming, golfing and spending time with family and friends.
Kimberly Schutte, Office Manager
Kim Schutte is the office manager of Kennedy Wealth Group. Kim comes to us from Jade Private Wealth Management in Baltimore MD. She is a native of Quincy and just decided it was time to “move back home”. Kim will be handling marketing and customer relations as well as client service. If you have questions regarding maintenance of your accounts or underwriting, Kim is the girl with the answers! We are glad to have her skills and expertise. Welcome Kim!
Follow Connect Tri-States
Get news and weather notifications on your phone by downloading the iPhone or Android app below
Sign up to get alerts and updates for breaking news, severe weather, and deals:
submit
Featured Businesses
Southwest Body Shop
(806) 353-7246
Amarillo, TX
InSPArations MedSpa
(217) 223-2772
Quincy, IL
Broadway Vision Center
(217) 222-6888 or (888) DR-MERVI
Quincy, IL