4035 Hollywood Road
St. Joseph, MI 49085


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


(269) 985-4020


To Oversee Your Family's Financial Affairs


David Kinney
Senior Vice President/Investments

Michael Kinney
Vice President/Investments

Debbie Kinney
Client Service Associate

Cynthia Ahearn
Client Service Associate







David H. Kinney
Senior Vice President/Investments

Dave has over thirty years of experience advising clients on wealth preservation and growth strategies.

By nature, Dave has taken a low pressure, educational approach to building his business.  He regularly conducts workshops on important investment topics.  He enjoys the time spent in conversation with his clients to better understand their investment needs and objectives.  He also takes the time to thoroughly answer their questions and explain investment concepts and strategies in easy-to-understand terms. 

His primary mission is to help build your family's wealth and to establish a long-term relationship you can count on for years to come.

In his free-time, Dave enjoys boating on Lake Michigan, traveling the country, and spending time with his wife, Debbie, their four sons Shawn, Mike, Doug, and Jim, and his four grandchildren.



Michael A. Kinney
Vice President/Investments

Michael graduated with 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.

Michael lives in Saint Joseph with his lovely wife, Jessica, and their young son, Leonine. He is an avid golfer, plays several musical instruments, and enjoys tending the family's small, landscaped yard.



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.

Outside of the office, Debbie enjoys time with her grandchildren and pets, boating in the summer, and cross-country skiing in the winter.



Cindy Ahearn
Client Service Associate

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

A volunteer for We Can Ride, Lory's Place, and the Krasl Art Fair, Cindy also enjoys traveling and horseback riding.




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