Your Financial
Management Team
As a Fiduciary, we are your financial team. We work with your best interests at heart and have the experience to back it up. Because at the end of the day, we work for you, not Wall Street.
Brandon Kennedy: Owner / Financial Advisor.
Brandon has a passion for helping families make smart decisions about their money.

Steven Fronrath: Financial Advisor.
Steven is dedicated to educating people on how to make sense of their personal finances and create a game plan for how to win with money.

Nicole Barg: Operations Director.
Nicole will typically be the first voice that you’ll hear on the phone and works with our clients on the administrative functions to keep accounts and other requests in order and processed in a timely manner.

Lauren Kukawinski: Client Experience Manager.
Lauren has a passion for people that guides her daily as she assists with making sure our clients feel as appreciated and cared for as possible. Her priority is getting to know you and your family personally.

How We Manage Your Money
We take your money seriously. Here is how and why.
Flexibility
We use a variety of investment strategies and have the ability to use multiple managers without any product sales quotas or revenue sharing arrangements.
Transparency
Working for you, not Wall Street. Fiduciary asset management for a transparent, fee-based model that is free of any commissions and sales loads.
Research
We use a variety of investment strategies and have the ability to use multiple managers without any product sales quotas or revenue sharing arrangements.
Helping You Pursue Your Goals
Interested in working with Kennedy Financial? Schedule a call with us today. The first meeting is free of charge -- just an honest conversation about your experiences with money, insight on your short term and long term goals and some information on your current portfolio.
Additional Team Members
Our affiliations help extend our knowledge and our support.