Client Services Manager
• Client Technology Liaison
• Client Services
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
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
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
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.
• Client Services
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.
Keith R. Hering AAMS®, CRPS®, CIMA®
• Portfolio Construction & Asset Management
• Retirement Income Planning
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.
• Building Financial Plans
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.
• Building Financial Plans
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.
Jack W. Kennedy III, CFP®, AAMS®
• Corporate and Business Planning
• Estate, Trust and Legacy Planning
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 three 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 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Director of Goal Planning and Monitoring
• Building Financial Plans
• Asset Allocation and Rebalancing
• Retirement Planning
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.
Chief Compliance Officer
• Client Services Manager
• Registered Representative
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.
Henry (Hank) J. Schroeder, CFP®
Executive Vice President
• Strategic Tax Planning
• Asset Monitoring
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.
Valerie A. Angiollilo
Executive Vice President, COO – Kennedy Investment Group
Operations Manager, Financial Advisor – RJFS
• Estate Planning
• Concierge Services
Valerie has been in the financial services industry for over thirty-five years. She joined Jack Kennedy’s team in 1998 and has been an integral part of the KIG team since its inception in 2004. Valerie is the Executive Vice President and Chief Operations Officer of Kennedy Investment Group and holds securities licenses Series 7, 9, 10, 63 and 65.
Valerie works with Jack Kennedy, the President of KIG, and oversees the management of the Concierge Services Division. She is involved in all aspects of the client relationships including, but not limited to, appointment preparation, account reviews, processing trades, transfers, new accounts, and all related client service issues. She oversees all office operations, compliance, and management.
Valerie is responsible for accounting, payroll, the administration of the 401(k), hiring and training all support personnel, facilitation of the addition of satellite offices, and the monitoring of those operations. She also maintains and updates technology, and develops and implements the marketing calendar. Valerie continues to raise the bar and set a new standard for customer service. She takes full ownership of our client’s needs and concerns and is committed to delivering solutions.
Valerie earned a Bachelor of Science degree from Rutgers University. Prior to joining our team, Valerie was the Vice President of Summit Bank and served as the Regional Market Manager.
In addition to her career, Valerie enjoys living an active lifestyle and practices both Pilates and yoga. She is an avid reader, and enjoys art and travel.
Branch Assistant – Kennedy Investment Group
• Administrative Services
Denise has been an important part of the KIG team for the past fifteen years. As a part-time branch assistant, she is responsible for providing administrative assistance to the entire team. Denise uses her organizational skills to assist with scheduling, client requests, and keeping the office orderly and running smoothly.
Andrew J. Thornton, CFP®
Vice President – Kennedy Investment Group
Financial Planner – RJFS
• Goal Planning and Managing
• Financial Planning
• Software Analytics
Prior to joining KIG, Andrew was employed with Merrill Lynch. He has over twelve years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, he works extensively with clients to fully understand their goals and priorities and then deliver personalized financial solutions tailored specifically to their needs. Andrew is committed to building meaningful and trusting relationships with each client by providing ongoing, sound financial stewardship, so that his clients and their families can feel secure during every stage of their life.
Andrew earned a Bachelor of Science in business administration with a major in finance and a minor in accounting from the University of Dayton. He currently holds securities licenses Series 7 and 66, as well as Life and Health Insurance licenses. Andrew is registered in 23 states.
Andrew is married and resides with Meredith in South Jersey. His hobbies include fitness, riding his road bike, traveling, and spending time with family and friends.
Financial Advisor – RJFS
Brian has five years of experience in the financial services industry. Brian, a lifelong resident of Cedar Brook, Winslow Township, has always been involved in public service. As a former Winslow Township Police Officer and Financial Advisor, he is committed to assisting his clients to develop and obtain their financial goals.
Brian is licensed in five states and holds Life, Health, Variable, Property, and Casualty Insurance licenses. Brian earned a Bachelor’s degree in public administration from Fairleigh Dickinson University.
Brian is a Board Member and President Elect of the Berlin Rotary Club and also serves as Secretary for the Board of Directors of the Atco Lions Football and Cheerleading.
Brian has been married to his wife, Maureen, for nine years and they have two daughters, Rylee and Reese.