Managing College Debt
Buying Your First Home
Having Your First Child
Early Long-Term Care Planning
Social Security Maximization
Medicare Planning and Enrollment
IRA Income Distribution
• 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.
Jack W. Kennedy III, CFP®, AAMS®
• 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 President and CEO of Kennedy Investment Group and Kennedy Insurance Services. His professional certifications include: CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist. He currently holds a securities license Series 65, as well as Life, Health, Property, and Casualty Insurance licenses. Jack is registered in thirty-five states.
For the past twenty-nine years, Jack has been successfully delivering wealth management plans and solutions to select businesses and families throughout the Northeast. He and his team are fully devoted to working with individuals and business owners to build solid wealth management plans in a culture of dedication and service that exceeds industry standards and expectations.
Jack earned a Bachelor degree from Rutgers University while studying prelaw. Jack currently serves as Chairman of the KIG Charitable Foundation Committee. Jack has also been named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors* for four consecutive years. A prestigious honor, the list recognizes advisors from national, regional and independent firms from around the country.
Jack is married to Lorrie, his wife of twenty-six years. They have three children: Jack, Reagan and Taylor. His interests outside of family, career, and community include an appreciation for golf, travel, boating, wine making and art.
The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. 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 see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
Henry (Hank) J. Schroeder, CFP®
Executive Vice President
• Strategic Tax Planning
• Asset Monitoring
“The greatest reward and satisfaction is when a client achieves their goals.”
Hank has over eighteen years of experience in the financial services industry. Prior to joining KIG, Hank worked with TIAA and Vanguard in multiple advisory roles. As a CERTIFIED FINANCIAL PLANNER™, he has extensive experience building and developing financial plans tailored specifically to his client’s needs. Hank is committed to building trusting and impactful relationships with KIG’s clients by providing thoughtful, sound, financial stewardship.
Hank earned a bachelor’s degree from the University of Pittsburgh where he majored in history and political science. He currently holds a securities license Series 65, as well as Life and Health Insurance licenses. Hank is registered in 9 states.
Hank is married to Andrea, his wife of eleven years. They have three children, Mary, Beau and Caroline. His interests outside of his family and career include snowboarding, baseball and improving his golf game.
Client Services Manager
• Client Technology Liaison
• Client Services
“Customer service is a mindset, not a department.”
Diane joined Kennedy Investment Group in November of 2015, bringing twenty-nine 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.
Director of Operations
• 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.
Concierge Service Manager
• 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 eight years in the financial services industry, as well as thirteen 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.
• 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 five 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 front desk 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.
Chief Compliance Officer
• Compliance and Risk Management
• Client Services
“Do the right thing, do the best you can and always show people you care.”
Gene joined KIG in 2020 with over seventeen years of experience in the financial services industry. Gene has an extensive background in client services and is committed to building long-lasting relationships with his clients and serving their financial planning needs with the utmost care.
Gene currently holds Life and Health Insurance licenses. A graduate of Rutgers University, Gene earned a B.S. in Economics.
Gene is married with three children and resides in South Jersey. When he’s not in the office, he enjoys spending time with his family and friends.
Director of Goal Planning and Monitoring
• 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. She previously worked in a variety of financial planning roles at Ameriprise Financial Services. As the Director of Goal Planning and Monitoring, her responsibilities include closely collaborating with the advisors and clients gathering financial data, integrating data into a plan and providing a summary of the plan. She provides a wide range of consultative services including asset allocation, asset rebalancing, insurance planning and management, personal and corporate retirement planning, estate planning and income tax planning.
A graduate of West Chester University of Pennsylvania with B.S. in Finance, Alexa currently holds a securities license Series 65, Insurance Agent, Accident, Health, Life and Variable Life and Variable Annuities licenses.
In addition to her career, she enjoys traveling, staying active/fitness and spending time with family and friends.
• Building Financial Plans
“Every day I learn something new to better help clients reach their goals.”
Graduate of Villanova University where he earned a bachelor’s degree in communications. He currently works as a paraplanner, working closely with the advisors assisting them in preparing for upcoming meeting with our clients.
Resides in Philadelphia, PA. In addition to career, he enjoys golfing, traveling and spending time with family and friends.
• 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®
• 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.
• 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.