JERALD M. KENNEDY
President
  • 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.

ROBIN STRAYER
Head of Operations and
Marketing
OPERATIONS
KELLY MORGAN
Attorney At Law

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.

LEGAL
JENNIFER H. SITTERLY, CELA*
Attorney At Law
Jennifer is currently one of 32 Certified Elder Law Attorneys recognized by the National Elder Law Foundation in Ohio, and one of 25 Certified Specialists in Elder Law by the Ohio State Bar Association.  She focuses her practice on Elder Law issues, including but not limited to: Asset Protection and Medicaid planning, Probate, Estate Planning, Wills and Trusts, Guardianships, and Veteran's Benefits. She is the President of the Ohio Chapter of National Academy of Elder Law Attorneys where she serves on the Executive Committee of the Annual NAELA UnProgram. Locally, she is the current Vice President of the Fairfield County Bar Association, and was named as a 2019 and 2020 Rising Star by Super Lawyers. 
In addition to serving the legal community, she also enjoys serving as Chair of the Fairfield County United Way, Secretary of the Fairfield County Republican Executive Committee, President of the AHA Children's Museum in Lancaster, a member of the Fairfield County Meals on Wheels board, and a member of her local Rotary.  In her free time she enjoys hiking with her fiancé, Brad, and her two daughters, Amelie (9) and Isla (7). 
 
*Certified Elder Law Attorney by the National Elder Law Foundation
*Certified Specialist in Elder Law by the Ohio State Bar Association
LEGAL

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.

ALLEN HOUK
CPA, CMA
TAX
KENNETH MAYKOWASKI
Enrolled Agent

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.

TAX
TONIA SWIFT
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.

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BANKING
TRACIE
McCLEAVE
Medicare
Specialist

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.

MEDICARE SPECIALIST
Dan Schrader
Licensed Insurance Agent
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Dan has been with Healthmarkets for 3 years as a Licensed Insurance Broker. Prior to obtaining his

insurance license, he enjoyed a 30-year career in the IT services industry, serving in various capacities

from Field Engineer through Middle-Management. He has decided to apply his passion for helping

others to his practice in Grove City. Dan helps individuals, families and small groups with their insurance

needs, including health insurance, Medicare Supplements, Medicare Advantage Plans, Prescription Drug

Plans, Small Group, Life, Disability, Dental, Vision, Hearing, Travel Insurance, and a full complement of

Supplemental Health Plans. He enjoys working with his clients to identify their unique needs, and

customize the right solution around those needs, ensuring their protection for now, and the future, as

their needs change, all while helping them save on their overall cost of care. Dan can be seen at his retail

office on Hoover Road in Grove City.

Dan has 4 children and one grandchild, and has been married to his wife, Renee for 33 years. He enjoys

all sports, particularly hockey, college football and basketball, and golf, and likes to get dirty remodeling

his older home in Grove City.

MEDICARE SPECIALIST