Rich Kennell, LUTCF®

Rich Kennell has been in the financial services industry for over 25 years. He has a heart for helping his clients make informed and meaningful financial decisions based on their unique values, needs and priorities. Together, he and his clients work to build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll leave behind. Rich is driven by a strong commitment to service and the community. His goal is to provide a new level of attention, insight and capability to help clients build a foundation for meeting milestone life events such as retirement or college. This is evidenced by his personal relationships with his clients. They become like family, and he can often be found at client family gatherings through all the stages of life. For this reason, he is proud to have a multi-generational practice, in which he enjoys relationships with the entire family unit.

Rich’s main responsibilities within the firm are to help build in protection to our clients’ plans and also working with business owners to strengthen their continuity plans, protection needs, and retirement planning needs. His experience in special needs planning brings an added value to the firm.

Rich is a true family man. He is married with a large family of children and grandchildren. Spending time with extended family and friends brings him great joy. In his spare time, Rich loves to travel, watch sports, work in the garden, or cook up a great meal for whoever he is hosting.