In 1995, after a successful career at one of New England’s premier CPA firms, Kevin Kennedy, CPA launched our tax business (Kennedy & Company P.C., CPA’s.). For over 25 years Kennedy & Company P.C., CPA’s has provided sophisticated tax planning and compliance to our nationally based clientele.
As the tax business grew, Kevin grew interested in helping clients access unbiased investment offerings to help them secure their financial future. Kevin obtained the first of multiple investment licenses in 1997. As the firm grew, we were invited to join the nation’s leading independent broker-dealer (Cambridge Investment Research, Inc. in 2003). Continuing to grow, Kevin was invited to join The New Century Council at Cambridge, a group of forward-looking advisors tasked with studying and thinking about the future of the financial services industry and how to deliver advice in an increasingly complex world.
2004 marked an historic point in the history of our firm as Greg Bunger, CFP® joined Kennedy & Company P.C., CPA’s. Kevin and Greg spent several years’ together thinking about how to best deliver advice, in a fiduciary capacity to our clients.
In 2008, a strategic decision was made to radically change how we work with our clients; by offering integrated Wealth and Tax planning to high net worth individuals who value unbiased advice, only available after years of diligent study by the principals of the firm.
2014 was another significant year as we launched Kennedy Wealth and Tax Management, Inc., a Registered Investment Advisory firm, affording us significant technological advances and further enhancements to our client service offering.
By carefully selecting the clients whom we work with, we have created a visionary firm of the future, one in which clients rely on us as the center point of coordination for their most important financial affairs.
Our staff is comprised of experienced, hands-on professionals ready to put you on the path towards financial independence. As your Wealth Management team, we will keep you focused on where you want to go, advise you on how to get there, and stand ready to help you make prudent decisions along the way.
We are committed to being at the forefront of advancement in research and implementation that can benefit our clients.
Kevin was born and raised in Bethel, CT He holds a Bachelor of Science from the University of Connecticut, and is a member of the Connecticut Society of CPA’s and the American Institute of CPA’s. Kevin has served as a board member of a publicly traded bank and was the designated financial expert during his tenure on that board. Further board duties include serving on the Pomperaug Office Park Condominium Association as the President. He lives in Roxbury, CT with his wife, Stacey, their 4 children (currently two are in college and two are in high school), and 2 Black Labs (Mick & Herbie).
A lifelong entrepreneur, his first job was delivering newspapers starting at age 10. Kevin’s father taught him to play golf at age 8 and he continues to enjoy the game today. He has coached each of his children in a variety of sports, including 17 years of ice hockey which has recently concluded, allowing time for a renewed love of downhill skiing and personal fitness.
Greg was born in Michigan and raised in Weston, CT He received a Bachelor of Arts degree from Hamilton College, is a graduate of the College of Financial Planning, and is a Certified Financial Planner. Greg is also licensed as an Enrolled Agent by the US Department of the Treasury to represent clients before the IRS. Greg lives in Newtown, CT with his wife Kate, and has 3 adult children. He enjoys hiking, biking, white water rafting, gardening, international travel and just about anything that involves being outdoors.
Lisa has been with the company since 2013 and has an extensive background in the financial services industry with excellent working knowledge of client account processes and procedures and facilitating the set-up and maintenance of client accounts. Along with Eileen, Lisa oversees client service experiences. She lives in Watertown, CT with her partner Joe, and she has two adult sons.
Eileen has been in the financial services industry for over 14 years, joining Kennedy Wealth and Tax Management Inc. in 2015. As an Administrative Assistant, Eileen provides day-to-day client service support for the firm’s team of advisors, in addition to performing the daily tasks that keep the office running smoothly. Eileen is a Notary Public. She lives in Seymour, CT with her husband Jim, and has two adult daughters.
Nicole joined Kennedy & Company, P.C., CPA’s in 2006 and works exclusively with several of our small business tax clients. She brings over 24 years of tax preparation experience to this position and is a QuickBooks® expert. Nicole is especially proud of her three children, two sons who are veterans both having served in Iraq and Afghanistan. She and her husband also have a daughter. Nicole’s interest outside of working hours include working out, reading and spending time with her grandchildren