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 C. Kenan, CLU® ChHC®

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, CFP®

Principal / Director of Financial Planning

Daniel is the Director of Financial Planning Services for Southeast Financial Services, Inc. With over 13 years experience in the industry, he works with clients to develop their comprehensive financial plans as well as reviewing...

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Allye Holcomb*

Operations Specialist


As the Operations Specialist at Southeast Financial Services, Inc., Allye Holcomb is involved in all aspects of our firm focusing on and managing workflows. Her main objective is optimizing day-to-day activities

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Kenny Nichols*, MBA

Financial Advisor

Kenny focuses on assisting individuals and small businesses with advice on investment strategies, insurance planning, and income strategies for retirees. Kenny has been providing financial planning services since 2005. He holds...

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Trey Fraim

Financial Professional

Trey Fraim is the newest financial professional on our team, joining us with over 6 years of experience in the financial services industry. Trey graduated from a nationally accredited program at Virginia Tech with a Bachelor of Science...
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