Team John Kenan* Principal / Co-Founder 336-553-3065 email@example.com 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 firstname.lastname@example.org 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 336-553-3064 email@example.com 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 John Mazza* Financial Representative 336-275-0574 firstname.lastname@example.org 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 Kalie Hicks Client Service Associate / Marketing Coordinator 336-553-3068 336-275-3655 Kalie@sfs-inc.net As Client Services Associate, Kalie handles day-to-day tasks and interactions so that each client has a memorable and positive experience. Read more Kenny Nichols, MBA* Financial Advisor 336-553-3067 336-275-3655 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 Radu Grecu* Financial Advisor 336-396-1700 Radu@sfs-inc.net Radu joined Southeast Financial Services, Inc. in the summer of 2019 while attending High Point University where he is majoring in Actuarial Science. He clearly has a passion for the financial services industry as Read more Have a Question? Name Email Address Question Thank you! Oops!