CONNECT

Address:

4035 Hollywood Road
St. Joseph, MI 49085

Phone:

Local: (269) 983-5400,Toll-Free: (855) 273-2580

Fax/Other:

(269) 985-4020

Investment Planning & Wealth Management

 

Who We Are
Kinney Wealth Advisory Group is one of the largest financial planning and investment management teams in Southwest Michigan in terms of assets under management.

The group currently oversees more than $170 million* for a select group of individuals, families, and businesses throughout the United States.

David Kinney and Michael Kinney have more than 40 years' combined experience providing financial advice and navigating financial markets

*As of December 31, 2017   

 

David H. Kinney
Senior Vice President/Investments

Dave has over thirty years' experience advising clients on wealth preservation and growth strategies. His primary mission is to establish life-long relationships as he guides clients and their families toward smart financial decisions with a focus on growing assets and increasing potential income.

KinneyD@Stifel.com


Michael A. Kinney
Vice President/Investments

Michael holds a BBA in Finance from Grand Valley State University, but his career education actually began at the dinner table growing up, hearing stories from his father about clients who were traveling, or starting a business, or dealing with a challenge.

It was a desire for those personal relationships that encouraged Michael to join the family business.

Now with nearly a decade of experience—including a crash course in bear markets during the financial and housing crisis—Michael takes pride in helping guide clients and their families through celebrations and challenges.

KinneyM@Stifel.com


Debbie Kinney
Client Service Associate

In addition to greeting clients, Debbie keeps our office running by managing the books and operations. She also helps prepare reports for clients, research for the advisors, and marketing materials for prospective clients.

Debbie.Kinney@Stifel.com


Cindy Ahearn
Client Service Associate

Cindy diligently handles account paperwork, check and securities deposits, scheduling, and cash movement. She also keeps clients on track for RMDs, monthly draws, tax withholding, and other requests.

Cynthia.Ahearn@Stifel.com


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck