Stephen Kennedy is 3rd generation in the Investment and Insurance business after following in his Dad and Granddad's footsteps. Stephen graduated from St. Francis DeSales High School in 2004. He attended Bowling Green State University where he majored in Financial Planning, graduating in 2008. After graduation he joined his Dad at Beacon Financial. Together they use programs such as eMoney, Riskalyze, and Advisor Workstation to provide diversified risk appropriate portfolios to clients in pre- and post-retirement.
Stephen holds his Series 7, Series 65 and Series 63 securities registrations through LPL Financial. He is also licensed for life and health insurance.
Stephen can be reached at any time on his business cell at (419)670-7305.