JERALD M. KENNEDY
Authorized Branch Owner: Seniors Solutions, Inc.
Lifetime Member of MDRT
NAFIA- National Quality Achievement Award Winner
Teaches Financial Advisors nationwide on the understanding of building a financial plan.
Accredited Business-Better Business Bureau
Jerald has been helping seniors to protect their assets and invest wisely since 1998. His practice focuses on helping retirees and those about to retire protect their principal and insure that their money lasts a lifetime.
Jerald is a featured speaker for marketing organizations throughout the United States on the importance of clients understanding every aspect of their financial plan and how this pertains to everyday life. His informative educational seminars have shown people how to reduce taxes on Social Security, avoid estate taxes, and protect their estates.
His network of professionals gives his clients access to some the area’s finest Elder Law attorneys, as well as finance and tax professionals specializing in senior planning.
Jerald Kennedy has helped many Ohioans just like you!
Robin serves as head of operations and marketing for J. Kennedy Financial Group. She has an extensive financial background and has served for years as Practice Manager at Lincoln Financial. Robin enjoys helping people achieve their financial goals as well as keeping our firm current with the ever-changing financial industry.
Robin is a long time resident of Ohio and a proud mother of 2 sons, one an OSU graduate, the other a student at Shawnee State University. She is married to Jeff, a Sergeant for the Columbus Police Department, and Robin’s biggest supporter. She looks forward to building long lasting relationships with the clients of J. Kennedy Financial Group.
Head of Operations and
Cindy is the longest-term employee of J. Kennedy Financial Group, having worked with Jerald for over fourteen years. Cindy is a proud mother of two boys and recently became a first-time grandmother to Jameson.
Cindy prides herself in problem solving and client service. She directs our external marketing department and is responsible for setup and training of all learning workshops. Cindy is a valued friend and employee.
More than thirty-five years ago, Kelly started his career as a Certified Pubic Accountant after graduating from the University of Notre Dame. He soon added his Juris Doctorate degree and embarked upon a career as an attorney assisting families with their business and estate planning needs.
Kelly welcomes the challenge of identifying the complex issues influencing the everyday world of clients as consequence of age, health, martial status and lifestyle. He enjoys the satisfaction of formulating life and estate plans to focus on achieving his clients’ unique goals for the present as well as the future.
Attorney At Law
SHIRLEY A. COCHRAN
Attorney At Law
A graduate of The University of Akron School of Law, Shirley has been a practicing attorney for over thirty years. She started her career as an Assistant Attorney General representing the Ohio Department of Mental Retardation and Developmental Disabilities for eleven years. Having been exposed to mediation, she left the Attorney General’s office to become a contract employee of the Supreme Court of Ohio setting up mediation programs in small and rural Municipal Courts.
As an attorney and mediator in private practice since 1990, she represents clients in planning their estates with an eye toward maximizing benefits and minimizing contact with the Probate Court. Shirley is a past chair of the Ohio State Bar Association Young Lawyer Section, Disability and Dispute Resolution Committees, a past chair of the Columbus Bar Association Law Related Education and Dispute Resolution Committees, a member of the American Bar Association and its Section on Dispute Resolution, a member of the Women Lawyers of Franklin County, and a member of the Ohio Women’s Bar Association.
A proud graduate from The University of Notre Dame, Allen has over thirty years experience, specializing in tax preparation for individuals and corporate planning. He is a trusted resource for business consulting, plan development, and strategic tax planning. Allen is a Certified Public Accountant and a Certified Management Accountant, one of only a handful of practitioners with both designations in the Central Ohio area.
Kenneth is a graduate of The Ohio State University, with a bachelor’s degree in accounting. He has been a practicing accountant for over thirty years. He specializes in individual and small business tax preparation, as well as corporate payroll taxation.
Senior Personal Banker
As a life-long resident of central Ohio, Tonya is a Senior Personal Banker for WesBanco Bank.
She attended Franklin University studying banking and accounting. Tonya has 23 years of experience working with her clients to help them achieve their banking goals. She provides superior customer service and prides herself on helping every client with their lending needs.
Tracie has been in the retirement planning and insurance industry for over 18 years. She started off her career at Nationwide Retirement Solutions while attending Otterbein University. Tracie has two “amazing” boys and spends most of her free time cheering them on at their sporting events. She also volunteers at The Salvation Army as a "senior citizen food pantry call coordinator". Due to her passion for helping senior citizens, three years ago she changed her focus to the senior health insurance market of Medicare. Medicare is not a one size fits all and she enjoys helping seniors understand their options and choose the health plan that best suits their individual needs. To ensure she is able to help them the best way possible, she can offer Medicare Supplements, Medicare Advantage, Dual Eligible Special Needs plans, and Prescription Drug Plans. She also offers ancillary insurance products such as Travel Insurance, Hospital Indemnity, Cancer, Heart Attack and Stroke plans to fill in the gaps. Tracie has a vast knowledge of the programs available for seniors who have limited income and can help guide those who are in financial need and/or disabled, go through the process of applying for Medicaid benefits, "Extra Help" through Social Security, or Medicare Savings Programs, find discounts on medications and assist in finding programs by county that help subsidize everyday living expenses. Tracie is a fantastic addition to J. Kennedy Financial Group and allows us to ensure that our clients are receiving exactly what they need with regard to healthcare coverage.