Team John Kenan Principal / Co-Founder firstname.lastname@example.org John Kenan has served as President of Southeast Financial Services, Inc. since its inception in 1990. John entered the financial services industry in 1988 and is currently an Investment Advisor Representative with Ameritas Investment... Read more Angela Kenan Principal / Co-Founder email@example.com Angela Kenan has served as Officer of Southeast Financial Services, Inc. since its inception in 1990. Angela works with business owners to tailor employee benefit packages through various insurance carriers and third party... Read more Daniel Billings Principal / Director of Financial Planning firstname.lastname@example.org Daniel is the Director of Financial Planning Services for Southeast Financial Services, Inc. With over 10 years experience in the industry, he works with clients to develop their comprehensive financial plans as well as reviewing... Read more Mandi Limmage Director of Operations email@example.com Mandi is the Director of Operations at Southeast Financial Services, Inc. As Director of Operations, Mandi is responsible for overseeing the day to day operations of the firm to help ensure Southeast Financial Services, Inc. stays in... Read more Courtney Jones Client Relations Associate firstname.lastname@example.org Courtney is the Client Relations Associate at Southeast Financial Services, Inc. As Client Relations Associate, Courtney is responsible for working closely with the advisors to ensure a satisfying and memorable client experience. She... Read more John Mazza Financial Representative email@example.com 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,... Read more Have a Question? Name Email Question Thank you! Oops!