Wallace J. Kennedy , RFC®
BS Degree in Arts, Iona College
Mr. Kennedy is the President and Founder of MFG Investments LLC., and has been in the industry for over 20 years. His specialty is asset allocation. Many of his relationships are discretionary. On the discretionary accounts, the team runs an asset allocation strategy. MFG Investments , LLC currently oversees $100 million dollars in client's assets. Mr. Kennedy is licensed in the State of New Jersey to act as an Investment Adviser. Wally is a registered representative of Securities Service Network, Inc., a registered Broker / Dealer, member FINRA/ SIPC.
The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.
Bradley H. Denn, CPA / PFS
BS Degree in Accountancy with a Minor Law & Justice, TCNJ
Partner of Padden , Cooper , Drewry, LLC accounting & consulting firm for over 10 years.Bradley Denn is an Investment Advisor Representative doing business as MFG, Investments LLC. Brad is licensed in the State of New Jersey to act as an investment advisor. He is also licensed for Life Insurance with the state of NJ and CA and health insurance for NJ. Brad is a registered representative of Securities Service Network, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Brad is a life long citizen of Medford, NJ. He is a graduate of Shawnee High School and The College of NJ with a BS Degree in Accounting as well as a minor in Law & Justice. He is married to Stella with two children and an active member of his church and local township republican party. Brad centers his practice as a CPA/PFS and financial consultant, tax advisor, and family estate planner. We focus on tax savings and building family net worth thru personal and business growth. Eagle Scout.
Brian P. Hoguet , CFP®, ChFC®
BS Degree in Finance, Rutgers University
Brian specializes in creating Actively Managed Investment Portfolios and is head of operations for the Financial Planning & Insurance division of MFG Investments.
Mr. Hoguet’s specialty involves creating your “Pre-Retirement Investment Strategy” when you are within 15 years of your potential retirement date as well as creating a “Specialized Retirement Income Plan” once you have reached the goal of retirement.
MFG Investments provides services for actively managed investment portfolios, 401k plans for small and mid size companies, and designs financial plans for retirement, estate and insurance planning.
Kevin S. Mathes , CFS
Senior Wealth Management
Mr. Mathes has been serving clients in the New Jersey and surrounding area’s since 1993 and joined MFG Investments LLC in the summer of 2011. Mr. Mathes is the author of the Situation Report which is a weekly publication designed to keep clients fully informed with respect to current market trends.
In the management of client funds, Mr. Mathes utilizes a top-down strategy which first takes into consideration overall market risk and direction. Since the market is either going up, down or sideways Mr. Mathes first seeks to identify market direction by utilizing a logical and organized methodology which strives not for perfection but rather as a means to stack the weight of evidence in our favor. Once market direction is confirmed allocations are created based on the second phase of analysis which considers the relative performance of varying asset classes, the strategy simply seeks to maintain invested positions in the strongest asset classes over time.
Mr. Mathes adheres to the belief that doing no substantial harm is far more important than capturing each and every opportunity since beating a benchmark is primarily the function of not losing large sums of money during major market sell-off’s. In Mr. Mathes’s view, a financial plan is irrelevant in the absence of sound risk management.