Broker Check



John Kenan

Principal / Co-Founder

John has served as President of Southeast Financial Services, Inc. since its inception in 1990. A financial services professional since 1988, he is currently an Investment Advisor Representative with Ameritas Investment Corp (AIC)....
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Angela Kenan

Principal / Co-Founder

Angela has served as Officer of Southeast Financial Services, Inc. since its inception in 1990. She received her Chartered Life Underwriter Designation in 1988 and her Chartered Healthcare Consultant Designation in 2015, both from The...
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Daniel Billings

Principal / Director of Financial Planning

Daniel is the Director of Financial Planning Services for Southeast Financial Services, Inc. With over 11 years experience in the industry, he works with clients to develop their comprehensive financial plans as well as reviewing...
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Mandi Limmage

Director of Operations

Mandi is the Director of Operations at Southeast Financial Services, Inc. In this role, Mandi is responsible for overseeing the day-to-day operations of the firm to help ensure Southeast Financial Services, Inc. stays in compliance...
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Allye Holcomb

Client Relations Associate



As the new Client Relations Associate at Southeast Financial Services, Inc., Allye Holcomb handles day-to-day tasks and interactions so that each client has a memorable and positive experience. Allye joins our firm with nearly a decade...

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John Mazza

Financial Representative

John's professional career has been focused on providing trusted advice and encouraging financial success. As a financial representative with Southeast Financial Services, Inc., John is responsible for analyzing client objectives,...
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