For me, this work has always been personal.

For me, this work has always been personal.

My father died when I was seven years old.

As you can imagine, that changed everything for our family. My mother suddenly had to reinvent herself. She had no high school diploma, no college education, and we were living in a new town without family nearby to help.

There were some scary moments.

But my mother was a saver. She planned. She made thoughtful decisions with what she had, and she found a way to keep us moving forward.

She also made sure I understood the value of hard work.

Growing up, I was a paperboy, short-order cook, waiter, furniture deliverer, and salesperson. Whatever the job was, I learned to show up and do it well.

My mother would tell me, “Brian, you’ve got to work hard, save, invest, and most of all, you can be anything you want in life as long as you’re helping other people.”

I never forgot it.

Why I became a financial advisor

When I began thinking about what I wanted to do with my life, I kept coming back to my mother's example.

I had seen what thoughtful preparation could mean to a family when life suddenly changed. I had also been taught that whatever I chose to do, helping other people needed to be part of it.

That led me to financial services.

I entered the financial industry in 1993, and more than three decades later, I've had the privilege of working with individuals, families, and business owners as they make important financial decisions and navigate some of life's biggest transitions.

But my perspective hasn't been shaped by my career alone.

Life has taught me lessons no textbook ever could.

When life comes full circle

Years after my mother took care of me through one of the most difficult periods of my childhood, our roles began to reverse.

My family and I spent 12 years caring for her as she lived with Alzheimer's before she passed away.

The woman who had spent so much of her life taking care of us eventually needed us to take care of her.

That experience changed me.

It reinforced something I've come to understand after decades of sitting across the table from individuals and families:

Financial decisions are rarely just about money.

They're about people.

They're about an aging parent who suddenly needs help. A retirement you've spent decades preparing for. The loss of someone you love. Children and grandchildren you want to help. The lifestyle you've worked hard to create. The legacy you hope to leave behind.

And sometimes they're about preparing for circumstances you never imagined would happen to your family.

I understand business owners because I am one.

Being a business owner has given me another perspective that is deeply personal.

A business isn't simply an asset on a financial statement.

You built it. You sacrificed for it. You worried about it at two in the morning. You made payroll. You made decisions when there wasn't an obvious right answer. Your business helped provide for your family and the families of the people who work alongside you.

In many ways, your business becomes your baby.

That's why I've always understood that helping business owners think about transition involves much more than determining what a business is worth.

I've worked with business owners as they consider what comes next for themselves, their families, their employees, and the businesses they've spent years building.

Those conversations may involve succession, retirement, legacy, family, or simply answering a question many successful owners eventually face:

“What do I want the next chapter of my life to look like?”

Sometimes the financial answer is easier than the personal one.

I understand why that can be a difficult question, because I'm a business owner too.

The philosophy behind KCA Wealth

All of these experiences have influenced the way I think about serving people at KCA Wealth.

Our clients may come to us with investments, retirement questions, tax considerations, estate concerns, insurance needs, business decisions, or major life transitions.

But those pieces don't exist independently.

They're part of one financial life.

That's why we developed The KCA Wealth Concierge™ as a coordinated approach to helping our clients.

We Assess, Treat, Align, and Optimize.

We seek to understand where you are today, identify what may require attention, coordinate the different areas of your financial life, and continue working with you as your circumstances evolve.

But before we talk about accounts, investments, taxes, insurance, estate planning, or anything else, I believe we need to understand something much more important:

You.

What matters to you?

Who matters to you?

What are you trying to accomplish?

What keeps you up at night?

And what would make you feel confident that the years of work and sacrifice behind you are helping create the life you want ahead?

Those are the conversations that matter to me.

Because ultimately, financial planning isn't about accumulating the most money.

It's about using what you've built to take care of the people you love, pursue the things that matter to you, prepare for the unexpected, and create the life and legacy you want.

A lifelong commitment to learning

I attended Harrisburg Area Community College for two years before entering the financial industry in 1993.

I continued my education through The American College of Financial Services and the College for Financial Planning and have earned numerous professional designations throughout my career, including AEP®, AIF®, CEPA®, ChFC®, CMFC®, CRPC®, CSA®, CLTC®, and LUTCF®.

But I've never viewed earning a designation as the end of the learning process.

The financial world changes. Tax laws change. Markets change. Planning strategies evolve. And most importantly, the needs of the people we serve change.

That's why I've remained committed to continuing my financial education throughout my career.

I consider myself a lifelong learner, both professionally and personally. I believe there's always something more to learn, another perspective worth considering, and another way to become better at what you do.

The most important part of my life

For all the titles, credentials, and years I've spent in this profession, the most important roles in my life have nothing to do with financial services.

I'm a husband and a dad.

I've spent most of my life in Central Pennsylvania and live in Camp Hill with my wife, Kim, and our son, Caelan.

My family is everything to me.

They're also a daily reminder of why the work we do for families matters so much.

Outside the office, you'll often find me wherever Caelan happens to be playing. I've spent countless hours coaching his youth baseball, basketball, flag football, and other sports and cheering him on as both a coach and a very proud dad.

I also serve with the Shamrocks Youth Football Association and have been an active contributor and volunteer with community organizations, including those supporting Alzheimer's awareness and families affected by the disease—a cause that is especially meaningful to me because of my mother's journey.

When I have some downtime, I enjoy boating, skiing, working out, traveling with family and friends, or simply spending a quiet afternoon with a good book.

What I hope it all adds up to

At this stage of my life and career, success means something different to me than it did when I started in this business more than three decades ago.

Of course I want KCA Wealth to be successful.

I want our clients to reach their goals.

I want our team to grow and succeed.

And I want to continue building something that lasts.

But ultimately, I hope my life can be measured in a much simpler way:

Did I help people?

Did I work hard?

Did I take care of my family?

Did I make a difference for the people who trusted me?

Did I take the opportunities I was given and use them to help someone else?

Those are the things that matter to me.

It's the lesson my mother taught me when I was a kid, and more than three decades into this profession, it's still the principle I try to live by:

Work hard. Save. Invest. Never take what you have for granted. And whenever you have the opportunity, help somebody else.

Vince always had an interest in the financial industry, and got an early start on learning how to run a business. Growing up, Vince’s family owned a hospitality business, and he began working there on weekends when he was just 11 years old. By the time he graduated high school, he was running one of their restaurants himself.

Vince entered the financial industry in 2005, and went on to obtain his AIF®, CLTC®, and CRPC® certifications as a financial advisor. With over 15 years of experience in the industry, Vince helps his clients to identify gaps from not only a financial perspective, but a legal and accounting perspective as well. He also continues to apply the principles of communication and customer-focused service that he learned in his family’s business in his financial work today.

Vince was born and raised in central Pennsylvania and continues to live in this area with his wife, Jackie. Their daughter, Cory Ann, and her husband also live close by. Family is central in Vince’s life, and he spends much of his free time with his loved ones. He also enjoys travelling when he gets the opportunity to do so, but you’re most likely to find him out on the golf course on the weekends.

Vince believes in building a strong relationship with every client he works with, and maintains a philosophy of service first, last, and always. His experience and commitment to exceptional service helps him to provide tailored solutions and the best possible plan for every client’s circumstances.

Dylan’s understanding of the importance of financial wellness stemmed from a young age as his family instilled in him the significance of saving for emergencies, large purchases, avoiding debt, and reducing financial stress. This resulted in his desire to study business and finance in college to eventually attain a position in the industry.

While pursuing his Bachelor’s degree in Business Administration with a minor in Finance at Lebanon Valley College, he also played football for four years. This sport taught him lessons that will impact him long after he hangs up his cleats. Understanding the value of teamwork, discipline, perseverance, goal setting, handling success and failure, and time management are vital qualities he learned and applies in the workforce.

In January 2021, Dylan joined KCA Wealth Management as an intern and kick-started his financial career whilst concluding his final semester of college. KCA recognized Dylan’s strong work ethic and discipline and, upon graduating from Lebanon Valley College as a Dean’s List scholar, invited him to join the team on a full-time basis as a Wealth Management Associate. Dylan is eager to continue to exhibit his strengths and knowledge of the industry while helping clients navigate their financial situation.

When Dylan is not in the office, he enjoys spending time with friends and family and attending sporting events such as football and baseball. He frequently resorts to his cabin in Pittsburgh for relaxing weekends and is an active outdoor enthusiast. Additionally, Dylan is also an avid pepper genius and enjoys trying all varieties of hot & chili peppers.

Jim’s career in wealth management spans more than three decades. He has built a diverse background in pension, tax planning, estate planning, financial planning, and investments. 

His financial experience started with Principal Financial Group where he served as a pension underwriter/pension issue specialist and an analyst at Principal Global Investors from 1995 to 2003. There, he worked with defined contribution plans, including profit sharing, 401(k) profit sharing, and money purchase plans. During his time as an analyst, his most extensive analysis was with oil and gas companies where he had lead coverage of the energy industry, initially with domestic and then branching out to include international companies. 

 

Jim has earned the Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice for five years before he decided to concentrate on investments. He still uses this background to help clients with their overall financial planning and to tailor investments appropriately to optimize their mix of taxable and tax-deferred/tax-free investments. 

 

Jim’s academic background includes graduating from the University of Iowa in May of 1993 with a Bachelor’s of Business Administration (BBA) degree in Accounting. He also earned his Masters of Business Administration (MBA) from the University of Iowa with a finance emphasis in December of 1999. Jim earned his CFA® designation in 2001. 

Jim and his wife Melissa have 2 children, Nicholas and Stephanie. Jim is active in the community. He serves as Treasurer of Central Iowa Shelter & Services and has served on the board of Junior Achievement, the Investment Committee of United Way of Central Iowa, and the Investment Committee of the United Way Emerging Leaders Initiative. He currently volunteers at the University of Iowa, serving as an Investment Advisory Board Member of the University of Iowa Krause Fund. 

*Part of Financial Integrators

Jared adds an additional layer of analytical and technical expertise to the Investment Committee. His background includes extensive experience in computer science and finance. Jared attended Indiana University-Bloomington for his undergraduate business and computer science degrees and the University of Iowa for his MBA with a finance emphasis. 

 

In the 1990s, Jared was instrumental in the founding and successful growth of an internet service provider that was later sold to a national provider. Jared also worked as a business analyst and derivatives broker before entering the wealth management profession.

 

Jared’s experience in data analytics and research has enhanced the technologically intensive elements of the financial, estate, tax, and investment planning disciplines. His responsibilities as an advisor span the breadth of these areas and, within the investment planning realm, also include portfolio construction and management, asset allocation, and individual investment selection.

 

He has developed diverse research pursuits in the areas of behavioral finance, portfolio theory, economic history, and macroeconomic analysis. Jared has particular interest in security analysis within the information technology and healthcare spaces. In an ancillary role for investment evaluation and selection, he is responsible for leading the development and ongoing refinement of a proprietary quantitative screening model that examines the fundamental and technical components of individual securities. 

Jared is an active participant in volunteer activities. He enjoys working at local shelters and has volunteered time for various hospitals and the United Way. He is closely involved in the Disque Foundation, supporting the mission to advance and provide healthcare education to underserved areas, both domestic and abroad. Jared is an avid reader. He and his wife Lisa enjoy gardening and travel. 

*Part of Financial Integrators

A native of Norway, Arild has three decades of institutional investment experience both as an analyst and as a portfolio manager covering US and international companies. He has experience working for large mutual funds, pension funds, and a large sovereign wealth fund in various countries. 

Arild attended the University of Manchester Institute of Science and Technology in England, where he earned a degree in Management Sciences with Honors before getting his MBA with an emphasis in Finance at the University of Colorado, Boulder. He sat for the Chartered Financial Analyst exams earning the CFA® designation. 

Arild started out as a financial analyst in Denver over 26 years ago where he covered several industries; however, most of his focus has been on the energy and material sectors. In his buy-side career, Arild has lived in multiple cities including Denver, San Francisco, and Des Moines in the US where he worked for Principal Financial Group, first as an analyst and later as a Portfolio Manager running a large US Value fund. From Des Moines, Arild moved to Abu Dhabi in the UAE where he worked for ADIA, one of the largest sovereign wealth funds in the world. He worked as a portfolio manager covering US oil and gas companies and co-managing a global energy and utility fund. To be closer to his European roots, Arild moved to Amsterdam, Netherlands to be employed with the largest pension fund in the Netherlands, APG Asset Management, where he co-managed a developed market energy and utility fund.

 

Arild and his wife, Marty, currently reside in Florida, where they enjoy spending time together. Arild is an avid golfer. Both Arild and Marty enjoy traveling and have visited over 40 countries on six continents, willingly missing Antarctica. Arild is also an advanced snow skier, likes the outdoors, and loves to read with a focus on history and current global affairs. 

* CIO role for internal purposes only

*Part of Financial Integrators

EDUCATION

BA, MBA Finance, University of Iowa

BIO

As a member of the investment team, Shane assist advisors with investment strategies, model selection and complex product solutions. Prior to joining Financial Integrators, Shane held various roles within a global asset management firm most recently as Client Portfolio Manager.

JOINED FIRM

2025

*Part of Financial Integrators

Sean adds a strong background in portfolio management, investment research, and trading expertise to the Investment Committee. In 2015, Sean received a bachelor’s degree in Accounting and Finance from Drake University. Sean also developed professional experience in the industry at a financial planning firm, where he was responsible for client meeting preparation. 

 

As part of the investment team, Sean spearheaded asset allocation efforts in addition to the design and ongoing rebalancing of portfolios relative to established risk/return objectives, constraints, and tax considerations. During his tenure in the Asset Management department, Sean worked extensively in investment due diligence, contributing toward the Investment Committee’s mandate to research new investment opportunities and monitor the performance of model funds relative to established due diligence criteria appropriate for the asset class under review. 

 

Sean is a subject matter expert in financial technology, working to review and incorporate new technologies to enhance investment management processes. focusing on investment research databases, classification, and performance reporting systems, and trade execution systems. 

Sean is a proponent of Modern Portfolio Theory and views fundamental, bottom-up investment research with an emphasis on balance sheet, income statement, and discounted cash flow analysis as key foundational components of investment research.

*Part of Financial Integrators

Matt supports our clients, and their advisors, by providing comprehensive financial planning solutions. This includes drafting and updating written financial plans, analyzing unique situations such as income planning, investments, corporate benefits, estate planning, insurance needs and keeping current with changes in tax or estate law that may impact our clients. Matt enjoys working with clients to ensure they are on track to meet their financial and personal goals by working on the implementation of financial plans with our clients.  

As Director of Financial Planning, he is responsible for overseeing the daily activities of the financial planning services of the firm and serves as an intermediary between the Financial Planning Team, the Advisors, and Management Team, as well as contributes to and establishes department processes, procedures, and protocols.

Matt earned a Bachelor’s degree from the University of Iowa and began his career in the financial services industry in 2002 with a global financial services company as a registered representative. 

Outside of work, Matt enjoys time with his children, Eric, and Emily. He is an active member in his church and enjoys traveling with family, golfing, and supporting the Iowa Hawkeyes.

*Part of Financial Integrators

Mike assists in creating a more comprehensive wealth management experience for clients with specialists focused on financial planning, investment management, risk management, as well as tax and estate planning strategies. His motto is: “Simplifying the complex so you can enjoy life through life-centered planning!” Some of these strategies have been utilized as a financial planning subject matter expert by USA Today, Investor’s Business Daily, Money Magazine, US NEWS, and MarketWatch. 

Mike began his career in financial services over 30 years ago with roles in banking, mortgage, financial planning, advanced planning, and financial advising. Individuals, and families benefited from his vast knowledge and passion for helping others. 

Mike attended Graceland University, earning a BA in Business, an Associate’s Degree in Business from the American Institute of Business, and the College of Financial Planning. He holds the highly regarded industry designations of Certified Financial Planner™ professional. 

Outside of work, Mike and his wife Sally are involved in their family’s 3rd generation Century farm with the help of their extended family and their 4 adult children. He also enjoys volleyball, biking, and spending weekends at the lake. 

*Part of Financial Integrators

Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, business, estate, and tax planning**. He spent years serving as the director of advanced markets at a global financial services company, focusing on design and implementation of strategic solutions for clients. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank and has experience in estate and trust planning. 

Eric attended the University of Iowa where he earned a Bachelor’s of Business Administration in Finance and Economics, and Drake University Law School, Doctor of Jurisprudence.

Outside of work Eric enjoys time with his wife Karen and their two sons, Jared, and Justin. He is an avid golfer and outdoorsman. When the weather does not cooperate, he can be found with a book in his hand reading nonfiction “whodunnit” thrillers.

* Not engaged in the practice of law.

** Tax services provided by Eric Johnson.

*Part of Financial Integrators

Experience has taught me that understanding creates confidence.

I learned early in life how stressful financial decisions can become when people don't understand their options or don't know where to turn for help.

I watched people I cared about struggle with some of the fundamentals of personal finance, and it made an impression on me.

It also created something that has stayed with me throughout my career: a desire to help people feel more informed, more prepared, and ultimately more confident about their financial lives.

More than three decades in financial services

I was recruited into the insurance industry at a young age, beginning what has now become a career of more than 30 years in financial services.

Over those years, I've had the opportunity to serve in many different capacities—from working directly with clients as an advisor to supervising teams and overseeing multiple departments.

Each role taught me something different.

I learned the importance of accuracy and follow-through. I learned how to lead people. I learned how important insurance can become when a family faces an unexpected event.

Most importantly, I learned that behind every financial question is a person who deserves to be heard and understood.

What service means to me

Today, as Director of Client Services at KCA Wealth, I bring those decades of experience to the team and to the clients we serve.

One of the things I've learned is that what seems routine to someone who works in financial services every day may represent a major event in a client's life.

Retiring isn't routine to the person retiring.

Losing a spouse isn't routine to the family experiencing it.

Neither is receiving an inheritance, changing jobs, dealing with a health issue, or making a financial decision you've spent years preparing for.

That's why I believe great service begins with listening.

My approach is centered around education, empathy, and empowerment. I want clients to understand what's happening, feel comfortable asking questions, and know they have a team available to help them through the process.

Experience I'm proud to bring to KCA

One of the things I enjoy about KCA Wealth is that taking care of clients is truly a team effort.

Every person brings different knowledge and experience to that relationship.

After more than three decades in this profession, I'm proud to bring mine.

Whether I'm helping answer a question, working through a service need, sharing knowledge with another member of our team, or simply listening to a client who needs some additional help, I want people to know that I care about getting it right.

Outside KCA

Outside of work, family is an important part of my life. I enjoy spending time with my husband, my son, and my two stepsons.

My husband and I also enjoy taking day trips, discovering nearby towns, visiting community fairs and festivals, and finding new local experiences.

After more than 30 years in this profession, one belief has stayed remarkably simple:

Listen to people. Help them understand. And treat every person with the care you'd want for someone you love.

Helping people was part of my life long before it became part of my career.

Some of my earliest memories of what it means to help another person came from watching my parents.

After learning they couldn't have additional biological children, my parents opened our home to foster children who needed a safe and loving place to stay.

Eventually, that journey led to the adoption of my brother.

But along the way, our home was opened to many children and families.

Watching my parents give their time, their home, and themselves to people who needed help had a lasting impact on me.

It taught me that helping someone doesn't always require a grand gesture. Sometimes it simply means recognizing a need and doing whatever you can to make someone's situation a little better.

That lesson has followed me throughout my life.

Discovering the power of starting early

When I entered the workforce, I was introduced to another lesson that would shape my future: the importance of saving for retirement.

I began learning about investing and saw how dramatically someone's financial future could change simply by starting early instead of waiting.

It fascinated me.

Small decisions made consistently over a long period of time could potentially create opportunities years or even decades later.

The more I learned, the more I realized that financial services offered me an opportunity to combine an interest in financial planning with something that had been part of my life since childhood:

helping people.

My role at KCA Wealth

Today, as a Wealth Management Associate at KCA Wealth, I have the opportunity to be part of a team helping individuals and families work toward the things that matter to them.

I've also continued building my knowledge and earned the FPQP™ designation as part of my commitment to growing within the profession.

I believe financial planning can feel intimidating when someone doesn't know where to begin.

That's one reason I value being part of a team where clients can ask questions, learn, and have people available to help them navigate the process.

My parents taught me that when someone needs help, you don't have to have every answer yourself.

You simply have to care enough to help them find one.

Family is still at the center

I live in Elizabethtown with my husband and our two children.

Not surprisingly, family remains one of the most important parts of my life.

When I'm not working, you'll usually find me spending time with them, relaxing with a good book, or planning our next opportunity to travel.

And if that trip happens to take us somewhere in the Caribbean, even better.

The example my parents gave me years ago continues to influence the way I approach both my personal life and my career:

When you have an opportunity to make someone's life a little better, take it.

I know what financial stress can feel like.

Growing up, my parents worked hard to teach me how to be financially responsible while living within a budget.

We didn't always have a lot of financial flexibility, and money could sometimes be a source of stress and uncertainty.

But watching my parents navigate those circumstances taught me important lessons about responsibility, priorities, and making the most of what you have.

It also gave me an appreciation for something I didn't fully understand until I got older:

Financial stress affects much more than money.

That's one of the reasons helping people feel more confident about their financial lives has become so meaningful to me.

Finding the career that fit me

My path into financial services wasn't a straight line.

I graduated from Shippensburg University in 2021 with a bachelor's degree in Criminal Justice and was a Dean's List student.

I chose that field because I knew I wanted a career where I could help people.

But as I considered what I really wanted my future to look like, I realized that the financial experiences I had growing up—and my interest in helping people improve their lives—were pointing me in another direction.

So I changed course.

I began studying the financial industry independently, passed the Pennsylvania Life, Accident and Health examination, and started looking for an opportunity to get my foot in the door.

Sometimes you have to create your own opportunity.

My career at KCA started with an email.

I reached out to KCA Wealth in 2023 simply to network and ask about opportunities in the profession.

That email led to an internship in April 2023 and ultimately to the opportunity to build my career here.

I'm proud of that because it reflects something I believe strongly:

If you want something, you have to be willing to pursue it.

Today, as a Wealth Management Associate, I'm continuing to learn, grow, and build my knowledge while supporting the work our team does for clients.

I'm still relatively early in my career, and I consider that an opportunity rather than a limitation.

There is a tremendous amount for me to learn, and I'm surrounded by people with decades of experience from whom I can learn it.

Outside the office

Outside of work, I'm happiest when I'm active.

I enjoy hiking, playing sports, and spending plenty of time in the gym.

I'm also a horror movie fan and a serious basketball fan—with a somewhat unusual ability to name the college attended by just about any NBA player.

But whether it's sports, fitness, or my career, I tend to approach things similarly.

Keep learning. Keep working. Keep getting better.

And remember why you started.

For me, that reason is pretty simple:

I want to help people experience a little less financial stress and a little more confidence about where they're going.

 

I've always believed there is a solution—or someone who can help you find it.

My path into wealth management actually began in real estate.

I started my career working in the accounting office of a company involved in construction, real estate investing, and house flipping.

It was a hands-on environment where problems needed to be solved and things needed to get done.

During that time, a mentor taught me a philosophy I've carried throughout my career:

When someone comes to you with a problem, help them solve it. And if you aren't the person who can solve it, help them find the person who can.

That stuck with me.

Finding my way into financial planning

When the pandemic changed the professional landscape, I had an opportunity to think seriously about what I wanted the next stage of my career to look like.

I wanted stability, but I also wanted purpose.

That led me into investments and wealth management.

As my career developed, I gained experience in operations, tax strategy, and retirement planning and began seeing how interconnected the different pieces of someone's financial life really are.

Today, as a Wealth Management Associate and Paraplanner at KCA Wealth, I use that experience to support our advisors as they develop and implement comprehensive financial planning strategies for our clients.

I also earned the FPQP™ designation to continue strengthening my knowledge of the financial planning process.

I like solving the puzzle.

One of the things I enjoy about financial planning is that there are a lot of moving pieces.

A tax decision may affect a retirement strategy. An estate-planning issue may require coordination with an attorney. An investment decision may have consequences somewhere else in the plan.

My role allows me to help our advisors research, prepare, coordinate, and work through those pieces.

I don't provide advisory services myself. Instead, I work alongside our advisors behind the scenes to help make sure they have the information and support necessary to serve our clients.

It's a role that fits the way I've always approached problems:

Understand what's happening. Figure out what needs to happen next. And help connect the pieces.

Life outside work

I live in Newville with my husband, Heath, and our two children, Marlowe and Kroy, and work remotely as part of the KCA team.

Outside of work, I enjoy a simpler pace of life.

DIY projects, gardening, cooking, and baking are some of my favorite ways to spend my time.

Maybe that's because I like creating things. Or maybe it's because whether I'm working on a house project, a recipe, a garden, or a financial plan, I enjoy taking a collection of individual pieces and helping turn them into something that works.

That's also a pretty good description of what I enjoy about my role at KCA:

Understand the pieces. Solve the problem. And when you don't have the answer, help find the person who does.

Born and raised in Dillsburg PA, Justin went to college in Baltimore.  Graduating with a degree in sound design & audio production sound, he then briefly worked at a recording studio producing music.

Justin started his financial journey in Baltimore with a specialization in financial well-being and education for underserved communities. While in Baltimore, Justin would visit elementary schools to teach our young about basic personal finances, such as savings and budgeting. 

He then moved to the Harrisburg area and became a Teller at M&T. Justin quickly transitioned to focus on Small Business Development and Lending. Over a seven-year period, Justin was promoted first to Relationship Manager and then Branch Manager, demonstrating his superb client service skills. Justin continued to give back by participating in community activities for the Lion’s Club of Harrisburg.  

After a 4-year stint with Fulton Bank, Justin decided to try and find a new role that focused more on being able to utilize his client service skills and be able to have a more personal connection with clients.  Thankfully that led him to KCA Wealth Management!!

Justin and his high school sweetheart of 19 years and wife of 10 years, Tiffany, now live in Harrisburg with their two dogs Norman and Eddie.  They love to travel and enjoy sampling the food & music locally when they travel.  Justin also likes to spend his free time playing soccer or watching his favorite team, Arsenal.  He is also an avid car and racing enthusiast and is currently rebuilding a 1974 Chevy Nova.

Taking care of people has been part of nearly every job I've ever had.

My first job was as a lifeguard in high school.

Like a lot of teenagers, I had some pretty straightforward goals: spend some time in the sun, earn money, and save enough to buy a car.

But working also taught me something else.

I liked helping people.

I grew up watching my parents work hard to provide for our family, and they instilled in me a strong work ethic and an appreciation for earning what you have.

As I began thinking about a career, I realized I wanted to combine that work ethic with something that came naturally to me:

Taking care of people.

That eventually led me to hospitality.

Twenty years learning what great service looks like

I attended Millersville University, where I studied accounting and business.

While in college, I accepted a position with Marriott.

What began as a college job turned into a 20-year career.

I eventually moved into management and had the opportunity to work across areas including customer service, management, auditing, and quality control. Along the way, I was fortunate to receive multiple awards and recognition for my work.

But the biggest lesson Marriott taught me wasn't something that came with an award.

The details matter.

People notice when you've anticipated what they need.

They notice when something feels thoughtful rather than routine.

And they remember when someone goes out of their way to make an experience special.

Those lessons have stayed with me.

Bringing hospitality to KCA Wealth

Today, as a Practice Associate at KCA Wealth, I get to bring that hospitality background into a completely different environment.

I assist our team with aspects of the client experience, including coordinating client events, helping with meeting scheduling, and supporting some of the marketing and social-media communications we share.

I especially enjoy the events.

Financial planning is obviously serious work, but our relationships with clients don't have to exist only around a conference-room table.

Sometimes it's nice simply to bring people together, have a conversation, share an experience, and get to know one another outside of an appointment.

That's where my hospitality background fits naturally into KCA.

I enjoy thinking about the details that can turn an event or interaction into something people genuinely enjoy.

Family

Outside of KCA, my most important role is with my family.

I live in Camp Hill with my husband, Brian, and our son, Caelan.

Much of our life revolves around family, friends, school, sports, and whatever activity happens to be on the calendar next.

When I do find some time for myself, I enjoy working out, yoga, shopping, traveling, and occasionally doing absolutely nothing—which can sometimes be the best plan of all.

After spending much of my career in hospitality, I've learned that great service isn't really about extravagance.

It's about thoughtfulness.

Pay attention to the details. Anticipate what people need. Make them feel comfortable. And whenever possible, do it with a smile.

As a licensed insurance representative, Andrew works closely with clients in the development, analysis and implementation of risk management product solutions. Andrew previously worked in marketing for a global life insurance and investment company.

Andrew attended Upper Iowa University where he earned a BSc in Business.

Outside of work he enjoys time with his wife Leann and Golden Retriever, Bosco. Together, they enjoy traveling and concerts. He is very active in the CrossFit community and loves golf and spending time with friends and family.

*Part of Financial Integrators

Cindy is a support staff team member assisting with health insurance, disability insurance, life insurance, and long-term care. Cindy has been in the financial services industry for three decades and previously was a schoolteacher.

Cindy attended the University of Northern Iowa where she earned a BA in Elementary Education with an Early Childhood endorsement.

Outside of work she likes spending time with her grandchildren. Her passion is golf and enjoys that with family and friends.

*Part of Financial Integrators

As a Retirement Plan Service Associate, Wendy facilitates the review of plan information for clients and advisors, coordinates service provider proposals, and assists in the resolution of inquiries. Wendy has held various prior roles in the financial services industry. She graduated from the University of Iowa.

*Part of Financial Integrators

Clark is responsible for business strategy, business development, marketing, communications, PR, and client experience. He focuses on the integration of the firm’s business units. Clark brings three decades of broad financial services experience to benefit the clients and our firm, including 20 years at a global financial services company.

Clark attended the University of Iowa where he earned a BBA in Marketing with a Communication Studies minor.

Outside of work, he and his wife Anna pursue an active lifestyle by working out, running, hiking, cycling, and getting away to their vacation mountain home in Colorado.

*Part of Financial Integrators

Andrew Devitt passed away on 10/25/2011, and was a valuable member of our team and a Vice President, with Kennedy Advisors Key Financial Group LLC. He began his career with Prudential Financial in 1995. During his 10 year association with Prudential, Andrew owned and operated his own office, providing insurance and investment advice to over 2000 clients in Pennsylvania and Maryland. He qualified for Prudential’s Award conferences and earned The President’s Citation, recognizing superior performance and outstanding achievement as an insurance and investment professional.

A Dauphin County, PA native, Andrew earned his undergraduate degree from Shippensburg University. He was a member of The National Association of Insurance and Financial Professionals since 1995. Andrew was matriculated with the American College and College of Financial Planning.

Andrew had been certified by The Corporation for Long Term Care,Inc. as a (CLTC) graduate. CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

He was an instructor and public speaker for many local financial, educational courses and seminars.

Having completed the FINRA exam requirements for Series 6 and 63. He was insurance-licensed in Pennsylvania.

Andrew earned the A.C.E.S. achievement award recognizing young business leaders.

Andrew is survived by his two children A.J. and Carson.

We are all saddened by his passing. If you worked with Andy and need any assistance please be assured we will provide the same exceptional service he provided you with.

In Loving Memory of Carol Lee Kennedy

August 29, 1944 – 2024

A Mother, Mentor, Pioneer, and Cornerstone of KCA Wealth Management

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The story of KCA Wealth Management would not be complete without the story of Carol Lee Kennedy.

Her career continued to evolve. She worked at Rite Aid as an administrative assistant to the top executives and later used her creativity and natural eye for design to help design and furnish nursing home facilities and their living spaces, selecting everything from furniture and window treatments to décor.

But one of the most important chapters of Carol's professional life was still ahead.

Helping Build What Would Become KCA Wealth Management

Carol eventually joined her son, Brian Kennedy, and became an integral part of the financial practice that would ultimately grow into KCA Wealth Management.

She wasn't simply helping her son at the office. She became a licensed financial-services professional herself.

In her late 40s and early 50s, at an age when many people would have been reluctant to begin an entirely new career, Carol studied for and passed securities and insurance licensing examinations. For someone who had been forced to leave school as a teenager to help support her family, earning those professional licenses decades later was a tremendous personal accomplishment—and a perfect example of who Carol was.

She became a cornerstone of the practice.

Carol helped manage the office, coordinate client appointments, support operations, and care for the families the practice served. She brought organization and dedication to the business, but more importantly, she brought something that cannot be taught: the ability to make people feel welcome and cared for.

Many of the values that remain important to KCA Wealth today—the importance of family, relationships, perseverance, hard work, and genuinely caring about the people we serve—were embodied by Carol long before they were ever part of a company philosophy.

More Than Her Career

As accomplished as Carol was professionally, work was only a small part of who she was.

Carol loved to sing. She loved to dance. She was an amazing cook. And she had the kind of personality that could change the energy of a room simply by walking into it.

She loved her family deeply and lived her life with tremendous strength, determination, humor, and heart.

At approximately 65 years old, Carol was diagnosed with early-onset Alzheimer's disease. She would battle the disease for more than 12 years.

And battle is the appropriate word.

Carol was a fighter.

The same woman who went to work as a teenager to help her family, rebuilt her life after losing her husband, earned her GED as an adult, repeatedly reinvented herself professionally, and passed securities and insurance examinations later in life faced Alzheimer's with that same strength.

She never stopped fighting.

Her Legacy

Carol leaves behind a family who loved her dearly, including her son, Brian Kennedy, her daughter-in-law, Kim Kennedy, and her grandson Caelan Brian Kennedy.

But her legacy extends beyond her family.

It lives within KCA Wealth Management.

The company that exists today was built on a foundation that Carol helped create. Her fingerprints are on its history, its culture, and its values. The lessons she taught through the way she lived her life continue to influence how we approach our work and how we care for the families who place their trust in us.

Carol's life is a reminder that where someone begins does not determine where they can go.

A young girl from a family of 13 children who left school in the 10th grade went on to earn her GED, build multiple careers, obtain professional securities and insurance licenses, help establish a financial-services practice, raise a family, overcome tremendous loss, and inspire the generations who followed her.

KCA Wealth Management would not be what it is today without Carol Lee Kennedy.

We are forever grateful for what she built, what she taught us, and most importantly, for who she was.

Her strength helped build our foundation. Her values remain part of who we are. And her legacy will always be part of KCA Wealth Management.

Carol Kennedy Obituary