Seeking to change financial legacies one Plan at a time
At Pro Wealth Management, a division of Branning Wealth Management, we seek to alleviate the financial stress of long term planning for professionals and help you reach your goals both during your active professional career as well as into retirement.
Pro Wealth Advisor Kelly Jennings says it best:
"As a former professional athlete myself, I understand the questions you have and the decisions you have to make. I also realize that you have many options when it comes to choosing a financial advisor. Not everyone, however, will truly be able to understand your unique situation or your goals, and how they relate to your professional career and leaving a legacy. I have been there myself, and now I want to help you as you navigate this exciting time."
With our financial knowledge and experience in the professional athlete realm, we offer you not only financial guidance and advice, but also the support and accountability you need to stay on track. We also make it our mission to educate you throughout the process and share key elements that will help ease the life-changing financial decisions you have to make.
We offer independent, objective, and client-specific wealth solutions with a focus on advising professionals. Our goal is to give you a clear picture of the best/worst case scenarios and not just focus on the biggest return.
We only seek to act in the best interest of our clients. We will disclose any conflicts of interest should they arise.
We believe in being 100% transparent when it comes to fees. We fully disclose all fees upfront– transaction costs charged by the custodian, fees to the advisor, and fund level costs. There are no hidden fees.
We make investment decisions based on your best interests and not based on our internal sales goals. We look to find our clients the best investment for the lowest cost that fits within their plan.
I am a graduate of the University of Miami’s School of Business where I earned a Bachelor of Business Administration in Finance. While in college, I interned with Bank of America in Miami, Florida. Post graduation, I played professional football for six years in Seattle and Cincinnati.
I enjoyed playing professional football, but above all, I value the relationships I was able to make with fellow athletes. My passion for people has led me to Jackson, MS, where I earned a Master’s in Marriage and Family Therapy from Reformed Theological Seminary. This background in both finance and counseling gives me a unique perspective and skill set in the financial planning industry. I am currently pursuing an Executive Certificate in Financial Planning from the University of Miami and am a Certified Financial Planner® Certificant Student.
I am married with four kids. I have an active role in homeschooling my children as well as nurturing their spiritual growth. During my free time, I also enjoy reading, sports, and spending time with my family.
I am a CERTIFIED FINANCIAL PLANNER® practitioner specializing in retirement planning at Branning Wealth Management, LLC. I served as a contributing author for the Financial Planning Association’s (FPA) general public website. My articles Modern Retirement Theory and Using a Hierarchy of Funds to Reach Client Goals (with M. Ray Grubbs, Ph.D.) have been published in The Journal of Financial Planning’s Retirement Income Special Report. As well, content from these works appear in the Retirement Management Analyst textbook.
My quotes and retirement theory have been referenced in outlets including MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. I have served on The Journal of Financial Planning’s Advisory Board (2010-2014) and have been a peer reviewer for the Retirement Management Journal. I have also served as an expert witness for FINRA arbitration. In 2014, I was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board.
I am married with 3 children and an active member in my local church. I am an honors graduate of Mississippi College with a B.A. in English and hold a certificate in Financial Planning from Florida State University. My hobbies are reading and running.
I bring more than a decade of financial and investment experience to my work in applying academic research to the development of practical and innovative portfolio strategies. My deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. I hold an MBA with honors from the University of San Francisco and a Bachelor from the University of California, Berkeley.
I have more than 35 years of experience researching and applying decision theory to real world problems. My prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals-based approach to asset allocation. I am a tenured Professor of Decision Sciences at the University of San Francisco. I also won the National Franz Edelman Award for Outstanding Achievement in Management Science, the highest award given by the profession, for my work in scheduling. I first applied my scheduling research to the construction of investment strategies in the late 1990’s. This work ultimately led to the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004), which I co-authored with Brent Burns. I hold a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from The Ohio State University.
I have been in fixed income management since 1991. Most recently I co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where I created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Previously, I was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments, including directing the firm-wide strategy for inflation-linked products and managing the firm’s series of zero-coupon funds. I launched the firm’s flagship inflation-linked fund in February 1997 along with the debut of the U.S. inflation-linked market. In 2000, I managed one of the top-performing U.S. fixed income funds in the United States. I earned my BA in Economics/Mathematics from Claremont McKenna College and hold an MBA from the University of San Francisco. I became a CFA charterholder in 2000.
We help you organize the many financial parts of your life into a simplified plan. It all starts by having an understanding of your assets, liabilities, income, expenses, insurance and other key elements that may be part of your life and have an effect on your finances. We then focus on understanding what your goals are (such as early retirement, vacations, purchases of homes or cars, etc.). As a result, the comprehensive plan that we prepare will include all of the necessary information you will need to determine how your goals can be achieved and steps needed for implementation. As we know that no “one size fits all” and that there are many events that will change the course of your life as time goes on, we stay in constant communication and will continue to monitor and adjust your financial plan so that it will always meet your needs.
Many individuals tend to decide on their own where and when to invest, but having an extra hand to guide you can help. Let us take care of managing your investments while you enjoy your life passions on and off the field.
We believe that for professionals there is an opportunity to strategically and uniquely manage the taxation process to help maximize long-term asset growth. We take a look into how taxes affect planning strategies and investment returns. After all, we don’t focus simply on year-end considerations but rather proactively look at the entire year to analyze your situation. Comprehensive and timely tax planning is the key to proper and prudent tax management.
As a professional, you may find yourself with a relatively high income but not really prepared to manage this sort of cash flow. At the end of the day it does not matter what you make but what you are able to keep. We help you establish and monitor your budget to determine your financial foundation. In addition, we educate you so you understand how the framework we have created for you is one you can adapt to your life goals and continue to implement as time goes on.
Part of managing your finances in a prudent manner is understanding your comfort level with risk and making sure you understand how it relates to your investments. We start by conducting a comprehensive review of potential life events that could cause a high risk of financial loss and impact your overall financial well-being. Using this assessment, along with having a thorough understanding of your comfort level with risk, we provide recommendations on how to potentially avoid losses and take advantage of opportunities that may come your way.
Many times estate plans are designed only to minimize taxes and not to continue your values and legacy to future generations. At Pro Wealth Management, we offer you guidance and recommendations based on your specific situation. We focus on understanding not just your goals, but the goals of your heirs, home, business and anyone else who might be involved in order to provide you with a holistic plan that will help carry on to generations to come.
Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation---Stephen J. Huxley & J. Brent Burns
Rich Dad Poor Dad---Robert T. Kiyosaki
Monday – Thursday
400 Fontaine Place, Suite 101
Ridgeland, MS 39157