Team John Kenan* Principal / Co-Founder 336-553-3065 firstname.lastname@example.org 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).... Read more Angela C. Kenan, CLU® ChHC® Principal / Co-Founder 336-275-0466 email@example.com 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... Read more Daniel Billings, CFP® Principal / Director of Financial Planning firstname.lastname@example.org 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... Read more Allye Holcomb* Operations Specialist 336-275-3656 Allye@sfs-inc.net 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 Read more Kenny Nichols*, MBA Financial Advisor Kenny@sfs-inc.net 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... Read more Trey Fraim Financial Professional email@example.com 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... Read more Have a Question? Name Email Address Question Thank you! Oops!