Meet Our Team of Dedicated Professionals
At Kennedy Wealth Group we’re committed to providing custom service built around you. Our consultants have the experience to guide you through your financial future, regardless of your stage in life. Our services are designed to protect and increase your wealth with an unprecedented level of personalized service and attention.
effrey T. Kennedy,
Senior Financial Advisor
Jeff Kennedy is the founder and President of the Kennedy Wealth Group in Quincy IL. As a college undergraduate, Jeff earned a Bachelor of Science degree in Mechanical Engineering from the University of Missouri – Columbia and then went on to serve his country as a carrier aviator in the US Navy.
Jeff’s financial services career began nearly a decade ago in the health insurance marketplace. A few years into it he decided to broaden the scope of services he could offer his clients and thus became a registered rep with the Northwestern Mutual Financial Network. While with Northwestern, Jeff earned many awards for service to his clients of which the Life Impact award was of greatest significance to him. Jeff also holds the distinction of having earned membership to the Million Dollar Round Table in his first year in the industry as well as being named New Associate of the Year in the largest agency of the Northwestern Mutual.
Jeff proudly served his country
as a carrier aviator in the U.S. Navy
The discipline and experience that Jeff has gained from his successes in earning an engineering degree, becoming a fighter pilot, and training and thriving within the system of one of the largest and oldest financial institutions in North America have uniquely prepared him to be your independent financial advisor.
Jeff, his wife Kim, and their two children reside in Quincy IL. They are members of Crossing Church where Jeff enjoys playing bass guitar with the worship team. Jeff is also very active in the community and the region serving as Cub Scout Den Leader; executive board member of the Mississippi Valley Council of the Boy Scouts of America; the executive board of the Phi Gamma Delta Alumni Association of the University of Missouri; and as a member of the Rotary club of Quincy. He holds insurance licenses for life, health/accident, annuity, Long-Term Care and property and casualty as well as Series 6, 7, 63 & 65 securities registrations. Honesty, service and integrity are the core values of his company.
Gordon P. Ralph,
JD, FLMI, ChFC, CLU, CPCU
Mr. Ralph is a graduate of the University of Chicago where he obtained A.B. & J.D. degrees and was a member of Phi Beta Kappa and editor of the University of Chicago Law Review. After graduate school Mr. Ralph was a member of the Faculty of the Law School, a US Government attorney and in private practice in Milwaukee. Thereafter, Mr. Ralph became an officer of The Northwestern Mutual Life Insurance Co. [NM] in the Law Department [specializing in tax, insurance, real estate and corporate investment matters], and later was VP and Corporate Counsel of a large multi-line insurance company.
Later, Mr. Ralph joined a member firm of M Financial and was a Financial Representative of NM specializing in tax and estate planning, executive benefits, planned and charitable giving, and developed unique cost recovery strategies for corporations and partnerships.
He has presented lectures on the design and structuring of life insurance for funding of ILITs (trusts to fund estate taxes) to bar associations, law firms and other professional groups, including a presentation at Northwestern Law School to over 200 estate tax attorneys. He is a frequent speaker… e.g. WI CPA symposium on Executive Benefits; keynote address to National Association of Fund Raising Executives on Planned Giving.
Mr. Ralph was one of 10 National Regional Managers [IL, MN, and WI] for First Financial Planner Services, helping firms with management of the practice and with due diligence reviews of the products they recommended. He later had his own RIA and is a Securities Principal. Over the years, Mr. Ralph has pursued advanced designations, including:
In recent years, Mr. Ralph has designed, enrolled and serviced group term carve out permanent life insurance plans for the executives of international firms, assisted with business transition and buyout engagements, designed and implemented Executive benefit plans for corporate and professional firms [with cost recovery], and developed estate tax funding strategies for clients in many states.
Besides being a member of Estate Planning Councils and other professional and industry groups, his community efforts have involved volunteer work in religious, youth, literacy, sports, Rotary and adult education areas. He lives in FL with his wife, Jacquie, a professional photographer.
Kimberly Schutte, Office Manager of Kennedy Wealth Group, came to us from a Private Wealth Management firm in Baltimore MD. Kimberly has a broad base of experience in banking, finance & insurance as well as marketing. Being the Office Manager, she oversees our marketing, client account service and customer relations for the firm. She is well versed in office protocol and is the “go to” person in our office.
Kimberly is a native of Quincy, Illinois and graduated from John Wood Community College and Quincy University with a Business Management Degree. While in college she was active with the Men’s and Women’s basketball teams and Student Government. Kimberly is very involved in the Quincy community as a Quincy Area Chamber Ambassador and is a member of the Quincy Chamber Women’s Networking Group as well as the American Business Women’s Association (ABWA). She also coaches girls basketball at the YMCA, and for a local traveling team. In her free time she likes to run, scrapbook, cook, Zumba and spend time with her three nephews.
If you have questions regarding maintenance of your accounts or underwriting, Kimberly is the girl with the answers! We are pleased to have her experience, knowledge and skills as a member of our team. Welcome Kim!