About My Practice
Independent
The only way we can do our job properly is by being independent advisors, which allows for decision-making that is objective, honest and personalized for each individual client.
Client-centered
It is vital for individuals that provide financial advice to act as a fiduciary, and make recommendations that are truly in the client's best interest.
Right
We believe in doing what is right.
Experience
Jeff McClenning is a Managing Partner and Wealth Advisor with The Keen Insight Group. A native of Illinois, he graduated from the University of Illinois with a BS degree in Statistics and from Georgia State University with a MS degree in Personal Financial Planning. Prior to joining The Keen Insight Group, Jeff was Assistant VP of Operations for First Busey Trust & Investment Company in Champaign, IL, and then a manager with SunTrust Bank’s Private Client Services in Atlanta, GA.
He was named the Outstanding Personal Financial Planning Student of the Year at Georgia State University and is FINRA Series 7, 66 and 24 licensed. He is a Certified Financial Planner® professional.
Jeff has been interested in the economy and financial markets since he took an economics class in high school. He is a devoted family man who enjoys spending time with his wife, Marcell, and their two young sons at their home in Buford.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
The Strategic Financial Alliance, Inc.
Broker-Dealer Disclaimer
Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
