KCA is proud to have a rich and rewarding history of service, starting in 1993. You can experience the journey with us by talking a walk through where it began, where it went, and where it is now.
Where it began…
KCA Wealth Management's history dates back to 1993 when Brian Kennedy entered the Financial Planning industry. While Brian attended college and worked part-time, he was approached by Fred Bennett, the financial advisor of Carol Kennedy – Brian's mother. Fred knew that Brian's father passed away when Brian was 7 years young, and that insurance played a major role in Carol being able to raise her son as a single parent.
Fred explained the fulfillment he experienced as an advisor, enjoying the opportunity to help someone each day. Inspired by Fred, and by the help he experienced after the passing of his father, Brian immediately studied financial services. In 1997, Brian asked his mother, Carol Kennedy, to join him in building a practice and in 1999 Brian and Carol opened their first office.
The building blocks of KCA Wealth Management were born.
Where it went…
In 2002, Brian and Carol decided to embrace two ideals – both of which would become the pillars behind their practice: long-lasting relationships and comprehensive service. Through a long-list of office and name changes throughout the years, the core values of the firm remained the same: serve the client first, last and always.
Brian was approached by Vincent Catalano, in 2006, regarding Vince joining the firm. Vince had been a client of Brian's and they played little league baseball together as children. Vince joined the firm after a long career with his family business, Catalano's and Angelina's restaurants along the Susquehanna River in Wormleysburg. Brian and Vince made an agreement with Harrisburg Area Community College in 2008 to offer Financial Planning Adult Educational Courses to the residents of Dauphin and Lebanon Counties. In 2009, Brian and Vince opened another office in Cleona, Pennsylvania, which has since been relocated to Hershey, Pennsylvania.
In 2017, Brian and Vince chose to shorten the name of the firm to KCA Wealth Management, KCA stands for Kennedy Catalano Advisors. The core values of the firm are the same which is serve the client first, last and always.
2018 brought an exciting year as Robert (Bob) Yockin, Brian Kennedy's first mentor 25 years ago, joined the firm. In joint venture, with Vince and Brian, Bob opened the Carlisle location of KCA Wealth Management. Bob and Brian have been close friends for over 25 years and Bob was a groomsman in Brian's wedding! The tradition remains the same with the firm in that KCA Wealth Management believes in long lasting, trusting relationships.
Where it is now…
KCA Wealth Management is now a well-established firm, constantly focused on improving our clients' experience. Today, we take pride in giving back to the community through adult educational courses, charitable events, donations and volunteering. We believe you must give to receive and that it is our duty to provide the best services possible to our clients. KCA Wealth Management has offices in Camp Hill, Hershey and Carlisle, Pennsylvania.
Have gaps in your financial plans? We identify missed opportunities in planning and strive to make our clients more successful by taking advantage of the opportunities and filling in gaps.
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