As a Managing Director and Financial Advisor with the firm, Kenny McGee specializes in comprehensive financial planning in the areas of investments, insurance, retirement, estate, and tax planning, in addition to providing employer 401(k) plan consulting and management.
Kenny offers his clients a unique blend of professional investment counsel and proactive personal service, carefully evaluating his clients’ goals before recommending an investment strategy specifically tailored to their financial needs; and ensures proper management of those plans through annual reviews.
Mr. McGee graduated Cum Laude from Alfred University with a Bachelor’s degree in Finance and a minor in Economics.
With 25 years at the firm, Mr. McGee’s credentials included past appearances on the “Ask the Advisor” segment of the radio program “Your Money and You,”, as well as being the voice of the afternoon “Stock Quote Report,” that was on NewsRadio 1020 KDKA in Pittsburgh, Pennsylvania. Rounding out Kenny’s speaking engagements are community seminars and in-house workshops for many corporations in Western Pennsylvania.
In 2004, Kenny was named to the “Wall Street 50” by Irish America magazine.
Community involvement has included serving as a Trustee to the Butler Health System Foundation, a member of the Loyal Order of Moose and the Ancient Order of Hibernians.