By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses …
The field of behavioral finance focuses on the emotional and cognitive aspects of investing.
Alexa Comey
Advisor & Senior Planner
Specializes in:
• Building Financial Plans
• Asset Allocation and Rebalancing
• Retirement Planning
“Building financial plans is like being an author, with every chapter a client’s dream come true.”
Alexa joined Kennedy Investment Group in December 2021, bringing with her a wealth of experience in financial planning from her time at Ameriprise Financial Services. With expertise in areas such as asset allocation and rebalancing, insurance planning and management, as well as personal and corporate retirement planning, estate planning, education planning, and income tax planning, she offers comprehensive, consultative services tailored to her clients’ needs.
A graduate of West Chester University of Pennsylvania with a B.S. in Finance, Alexa holds the Series 66 securities license, along with Insurance Agent, Accident, Life, and Health licenses.
Outside of her professional career, Alexa enjoys traveling and spending quality time with her family and friends. She resides in the Fishtown neighborhood of Philadelphia with her husband, Ryan, and their two cats, Loki and Lila.
Jack W. Kennedy III, CFP®, AAMS®
Founder, CEO
Specializes in:
• Corporate and Business Planning
• Estate, Trust and Legacy Planning
“A successful financial plan should never be measured to the market, it should always be measured toward the outcome.”
Jack W. Kennedy III is the Founder and CEO of both Kennedy Investment Group and Kennedy Insurance Services. A seasoned financial leader, Jack holds multiple prestigious certifications, including CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist. In addition to his Series 65 securities license, he is fully licensed in Life, Health, Property, and Casualty Insurance, and is registered in 35 states.
With more than three decades of experience, Jack has earned a stellar reputation for providing tailored wealth management strategies to businesses and families around the globe. His focus is on creating comprehensive financial solutions that align with each client’s unique objectives. Together with his dedicated team, Jack strives to deliver exceptional service and build lasting relationships rooted in trust, integrity, and results.
A graduate of Rutgers University, Jack studied prelaw, laying a strong foundation for his future in financial planning. He is deeply committed to giving back to his community and currently serves as Chairman of the KIG Charitable Foundation Committee. Jack’s expertise and dedication have earned him a place on Forbes Magazine’s list of America’s Best-in-State Wealth Advisors for five consecutive years—an esteemed recognition highlighting his leadership and impact in the industry.
Outside of his professional life, Jack enjoys spending time with his three children: Jack, Reagan, and Taylor. His personal passions include golf, travel, boating, wine making, and art—interests he continues to cultivate while savoring life’s finest experiences.
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Henry (Hank) J. Schroeder, CFP®
President
Specializes in:
• Strategic Tax Planning
• Asset Monitoring
“The greatest reward and satisfaction is when a client achieves their goals.”
With over 19 years of experience in the financial services industry, Hank brings a wealth of knowledge and a passion for helping clients navigate their financial journeys with confidence. Before joining Kennedy Investment Group, he honed his expertise in advisory roles at TIAA and Vanguard, gaining invaluable insight into crafting personalized financial strategies. As a CERTIFIED FINANCIAL PLANNER™, Hank is dedicated to building meaningful relationships and providing thoughtful, strategic guidance that empowers clients to achieve their financial aspirations.
A proud graduate of the University of Pittsburgh, Hank holds a bachelor’s degree in history and political science. He is licensed in Life and Health Insurance, holds a Series 65 securities license, and is registered in nine states.
Beyond the office, Hank finds joy in life’s greatest investments—his family and passions. He and his wife, Andrea, have been happily married for 13 years and cherish time with their three wonderful children, Mary, Beau, and Caroline. An avid sports enthusiast, Hank enjoys hitting the slopes on his snowboard, watching and playing baseball, and continuously perfecting his golf game. Whether at work or play, he embraces every challenge with enthusiasm and dedication.
Gene Donato
Chief Compliance Officer
Specializes in:
• Compliance and Risk Management
• Client Services
“Do the right thing, do the best you can and always show people you care.
Gene became a valued member of Kennedy Investment Group in 2020, bringing over 18 years of experience in the financial services industry. With a strong background in client service, he is dedicated to building meaningful, long-term relationships and helping clients feel confident in their financial future. As KIG’s Chief Compliance Officer, Gene plays a critical role in ensuring the firm adheres to the highest regulatory and ethical standards, safeguarding both the integrity of our practice and the financial well-being of our clients.
He earned his Bachelor of Science in Economics from Rutgers University, providing him with a solid foundation in financial principles and economic strategy. Gene also holds Life and Health Insurance licenses, enabling him to offer well-rounded financial solutions that support his clients’ evolving needs.
Outside of work, Gene enjoys spending quality time with his wife and three children in South Jersey. Whether he’s creating special memories with his family, catching up with friends, or simply enjoying the little moments in life, he values the connections that bring happiness and fulfillment both personally and professionally.
Maddie Yerkes
Operations Specialist
Specializes in:
• Client Services
• Client On-Boarding
Maddie joined Kennedy Investment Group in September 2024, bringing a strong background in administration to her new role. Although new to the financial services industry, she has quickly become an integral part of the team, providing comprehensive administrative support and contributing to solutions that enhance office efficiency and performance.
Outside of work, Maddie finds joy in a variety of personal passions. She has a deep love for music, especially playing the piano and singing. Maddie also loves reading, and spending time with her friends and family.
James (Jim) Messner III
Senior Portfolio Strategist
Specializes in:
• Asset Allocation
• Risk Management
James Messner, CFA, FRM, is a Senior Portfolio Strategist at KIG. Jim has over fifteen years of industry experience to the firm, providing research and strategic oversight for our clients’ investment portfolios.
Jim earned his B.S. in Finance from Rutgers University and entered the industry at JP Morgan Chase in the Foreign Exchange Department. After JP Morgan, he spent 10 years at Glenmede Investment Management where he was a Research Analyst specializing in Derivatives and Risk Mitigating Strategies.
Jim holds the Chartered Financial Analyst designation, a rigorous self-directed program testing a candidate’s knowledge across a wide variety of topics in Investments and Portfolio Management. He also holds the Financial Risk Manager designation, a similar program focused on the risk management aspects of investing.
When not in the office, Jim enjoys spending time with his wife Ashley and their three children, James, Grace, and Evelyn.
Maggie Slivinski
Office Manager
Specializes in:
• Client On-Boarding
• Client Services
“I love my job. Working with KIG and our clients is like working with family.”
Maggie joined Kennedy Investment Group in August 2018. She has over six years in the financial services industry, she also brings over sixteen years of in administration and hospitality experience to our team, which strongly resonates with the KIG culture. Maggie provides administrative assistance to the entire team while helping to keep the office running smoothly.
Maggie earned a Bachelor of Arts in biology with an emphasis on physiology from Rutgers University.
Maggie resides in Mickleton, NJ with her husband, daughter and two dogs. In addition to her career, she enjoys traveling, crafting, sports and spending time with family and friends.
Steve Corbo
Paraplanner
Specializes in:
• Building Financial Plans
“Every day I learn something new to better help clients reach their goals.”
Steve joined Kennedy Investment Group in 2022. He is a graduate of Villanova University where he earned a bachelor’s degree in communications and holds an insurance license and Series 65. He currently works as a paraplanner, working closely with the advisors assisting them in preparing for upcoming meetings with our clients.
Resides in Philadelphia, PA. In addition to career, he enjoys golfing, traveling and spending time with family and friends.
Alexandra Rao
Concierge Service Manager
Specializes in:
• Director of First Impressions
• Client Services
“At KIG, we’re not only a team, we’re a family and together we help our clients achieve their financial goals each and every day.”
Alex joined Kennedy Investment Group in September of 2015. She has over nine years in the financial services industry, as well as fourteen years of hospitality experience to our team. Alex is responsible for facilitating incoming client requests, client preparation and reporting, coordinating events, assisting with marketing initiatives, as well as maintaining various other office responsibilities.
Alex earned a Bachelor of Science in marketing from Rutgers University School of Business, and is currently an active member of Mu Kappa Tau, the National Marketing Honor Society.
Alex resides in Hammonton, NJ with her husband and son, Angelo. In addition to her career, Alex enjoys traveling, personal fitness, and spending quality time with family and friends.
Diane Gallagher
Client Services Manager
Specializes in:
• Client Technology Liaison
• Client Services
“Customer service is a mindset, not a department.”
Diane joined Kennedy Investment Group in November of 2015, bringing thirty years of financial services experience to our team. Diane processes incoming client requests, prepares client reports and events, and assists with meeting preparation and various administrative tasks within the office.
Diane earned her Associates Degree in computer science – information technology, from Rowan University at Gloucester County College.
Diane resides in Pitman, NJ, with her husband and son, Aaron.
Scott Bernstiel
Managing Director
Specializes in:
• Business Development
“Our culture is one in which we want each and every client to feel as if they are the only client.Client experience is everything to us.”
Scott Bernstiel joined Kennedy Investment Group in May of 2022. In 1992, he began his career as a financial advisor then moved to asset management while working for Van Kampen Investments. As a regional wholesaler in the NJ and PA region, Scott met Jack and the KIG team in the early 2000’s. After 14 years, he joined DWS in 2010 and spent the next 11 years as a regional wholesaler before becoming Divisional Manager 2013 where he ran the eastern half of the country for the next 8 years.
Scott took the role as Managing Director and has helped lead our firm since he joined. Scott graduated from College of New Jersey and resides in Monmouth County with his wife Jeannine. He has twin girls Kaila, Tara and son Ryan. His interests are golfing, spending time in the beach area, and his kids’ sports, which he has coached for many years including lacrosse and soccer.
Chrissy Carpenter
Director of Operations
Specializes in:
• Client Services Manager
“I love this team approach and working with each and every client.”
Chrissy joined KIG in September of 2013 and has over eighteen years of experience in the financial services industry, primarily focusing on servicing and processing annuity products. Chrissy’s responsibilities include processing incoming client requests, meeting preparation, client reporting, and assisting with day-to-day tasks within the office.
Chrissy resides in Medford, NJ with her husband and two sons, Dylan and Shane. She enjoys scrap booking and spending time with her family at the shore.
David Strout
Paraplanner
Specializes in:
• Building Financial Plans
“I love witnessing clients’ dreams become a reality.”
Dave joined the KIG team two years ago after completing college. He currently works as a paraplanner, working closely with the advisors assisting them in preparing for upcoming meeting with our clients.
Dave is a graduate from Rutgers with a BA in Finance. When he’s not in the office, he enjoys going on nature walks with my dog and cheering for the Eagles.
Keith R. Hering AAMS®, CRPS®, CIMA®
Managing Director
Specializes in:
• Portfolio Construction & Asset Management
• Retirement Income Planning
“Our clients always come first.”
Keith R. Hering AAMS®, CRPS®, CIMA® is a Managing Director with Kennedy Investment Group, member SIPC specializing in portfolio construction, asset allocation and retirement income planning.
A native of Doylestown, Pennsylvania, Keith attended the Pennsylvania State University where he received a Bachelor of Science in Finance. He also matriculated with the College for Financial Planning and earned the designations of ACCREDITED ASSET MANAGEMENT SPECIALIST and CHARTERED RETIREMENT PLAN SPECIALIST.
Prior to joining Kennedy Investment Group in October of 2022, he was a Registered Principal and Financial Advisor with Raymond James Financial Services, Inc. since May 2004. While at Raymond James he was consistently recognized at the Executive Council level. Prior to this, Keith was an Investment Representative and Limited Partner with a major investment firm for approximately 14 years.
Marjorie Onuwa
Client Liaison
Specializes in:
• Client Services
“Excellence in client service is my goal.”
Prior to joining Kennedy Investment Group, Marjorie worked for Hering Financial Services, Inc./Raymond James for 9 years. Before that she was employed for 25 years in the UK in the Jamaican Foreign Service. She studied Business and Finance at West London College and also attended the Chartered Institute of Governance UK.
