Brian Kennedy, CMFC, LUTCF
 Brian Kennedy, CMFC, LUTCF, Owner and Managing Director of the Harrisburg and Cleona Key Advisors Group offices, has been an Insurance and Investment* professional since 1993.
Brian has been a member of the National Association of Insurance and Financial Professionals (NAIFA) since 1993. He specializes in the areas of
His clients include Baby-Boomers, Families, Business Professionals, and Small Business Owners. His exposure, experience, integrity and strategies are beneficial in assisting individuals in their efforts to seek maximum benefit planning, with the goal of increasing the standard of living throughout retirement.
Brian's investment management qualifications include his designation as a Chartered Mutual Fund Counselor (CMFC) a designation from the College For Financial Planning. Brian is also a Registered Representative and Investment Advisor Representative of ESI and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.
Brian is a Life Underwriting Training Council Fellow (LUTCF) from the American College. He is currently matriculated with the American College and College of Financial Planning.
Brian advises risk reduction strategies that seek to protect assets from unnecessary taxation and liability exposures by working closely with CPAs. Brian also works with Estate Planning Attorneys in the Dauphin, Cumberland and Lebanon Counties to help his clients protect their hard-earned assets from unnecessary estate taxes as well as conserve and distribute those assets for the benefit of their heirs. **
Brian is a qualifying member of the prestigious Million Dollar Round Table*** for 2003, 2004, 2005 and Top of the Table qualifier for 2006 and 2007. He is also a member of National Life's elite Premier Producer Platinum Group***, as well as the Chairman's Council***.
Brian resides in Camp Hill and in his free time enjoys skiing, water sports, working out and traveling. He contributes to local youth athletics and other chartitable organizations in support of their goals.
*Securities and investment advisory services offered solely by Equity Services, Inc., Member FINRA/SIPC, 500 Franklin Ave. Unit 5 Berlin MD 21811Phone: (410)629-0357 Key Advisors Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted. Equity Services, Inc. is a Broker/Dealer and Registered Investment Advisor affiliate of National Life Insurance Company, Montpelier, Vermont 05604
**Tax and Legal advice are not provided by Key Advisors Group or its associates. Please consult with your personal attorney or CPA to assess how a strategy may affect your individual situation.
***Membership is based on sales criteria.
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