By John Fennig, CFP®, CPA
At KFA Private Wealth Group, we take great pride in going the extra mile for our clients. Those efforts have been paying off, and we’re excited to announce that our firm has expanded our team (again!). As an independent firm offering financial and investment advice, our goal is to work tirelessly to help our clients achieve their financial goals. The addition of these team members will allow us to meet that goal while still offering exceptional service to our clients. We are excited for you to meet our newest team members.
Meet Jerrod Longley, CPA
Jerrod is a Tax Manager at KFA Private Wealth Group. Since college, Jerrod has been helping taxpayers with tax issues on the state and federal level. He also has extensive experience preparing returns for small to medium-sized businesses as well as high-net-worth individuals. His goal is to leave a lasting impact on his clients and within the industry through strategic financial and tax planning. Jerrod is a proud husband and father who enjoys spending time with his family and giving back to his community. When he’s not servicing clients or engaged in family outings, he’s likely mentoring young aspiring professionals.
Meet Nick Sullivan, Senior Financial Advisor
Nick serves as a Senior Financial Advisor for KFA Private Wealth Group. Nick’s experience comes from working with complex high-net-worth clients to those just starting out. This variety of perspectives allows him to create flexible plans that help his clients achieve their financial goals. As a lifelong learner, Nick looks forward to learning something new from each client he serves. When he’s not serving clients, he enjoys playing ice hockey and golf, making pizza with his wife, Katie, and his daily walk with their dog, Rizzo. As a Pennsylvania native, Nick is also a big fan of all Philadelphia-based sports teams, and his alma mater, Penn State.
Meet Matthew Trail, Financial Analyst
Matthew is a Financial Analyst at KFA Private Wealth Group, where he works closely with Michael Rettinger. Working in tandem allows our team to gain additional insights into our clients’ financial lives as well as offer excellent service. Prior to joining KFA, Matthew worked as an annuity specialist where he connected with clients through honesty and transparency. When he’s not working, Matthew spends his free time with his wife, newborn daughter, and two dogs. Matthew is also an avid outdoorsman who thru-hiked the 2,180-mile Appalachian Trail and 1,000 miles of the Pacific Crest Trail.
Meet Danny Weinstein, Financial Advisor
Danny joined KFA as a Financial Advisor in 2022. He previously worked at an independent firm focused on client-first financial advice, where he was able to help in all aspects of clients’ financial planning needs. Danny is a diligent student, earning his Bachelor of Arts in Economics from the University of Michigan, as well as obtaining his CERTIFIED FINANCIAL PLANNER™ certification. When he’s not meeting with clients, he enjoys playing golf, cooking, and spending time with friends and family. He resides in Rockville, Maryland, with his fiancé, Emily, and their dog and cat.
Meet Giselle Hensley, Client Service Manager
Giselle serves as Client Service Manager, providing a range of services for our clients. After spending eight years in similar roles, Giselle knows the importance of attention to detail, and will do what it takes to help our clients achieve their financial goals. She lives in Haymarket, Virginia, with her husband and three children. In her free time, Giselle enjoys ballroom dancing, fashion, cooking, traveling, and spending time with family outdoors.
Meet Alan Parces, Chief of Staff
Alan is our new Chief of Staff, after being promoted from the role of Client Service Manager. With a lifetime of leadership experience, following his service in the U.S. Army for 23 years, Alan worked at a local church as office manager, facility engineer, and head treasurer for nine years prior to joining KFA. In his free time, Alan enjoys relaxing in his sailboat on the water, helping friends with house projects, and spending time with his wife and adult children.
Welcome Our New Team Members
We believe Jerrod, Nick, Matthew, Danny, Giselle, and Alan to be powerful additions to our team, and we encourage you to welcome them to the firm when you come by! If you would like to meet our newest team members or find out what KFA Private Wealth Group can do for your financial life, email firstname.lastname@example.org or call 703-462-9482 to schedule an appointment.
John Fennig is co-founder and a private wealth advisor at KFA Private Wealth Group, a registered independent advisory firm founded on the premise of providing conflict-free financial and investment advice. With over 18 years of experience, John is passionate about providing his clients with a truly unique and customized approach tailored to their specific goals and aspirations. John graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Economics and is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant (CPA). John specializes in serving pre-retirees who are goal-oriented, high-income earners and uses his unique blend of knowledge and expertise to ensure they are not leaving any rock unturned in their financial lives. John is a proud father and husband and an active member of the community. To learn more about John, connect with him on LinkedIn.