Meet The Team Of Professionals At Menninger & Associates

michael.menninger@maaplanning.com

Michael Menninger is an Investment Advisor Representative with Cetera Advisor Networks LLC who provides his clients with financial products and services, always with his client's individual needs foremost in his mind.

Michael helps his clients pursue their financial goals through a hardworking, common-sense and detail-oriented approach to financial planning. He provides personalized service, builds lasting relationships, and maintains a disciplined, long term outlook. He uses his experience and wide-ranging business and educational background as a basis for creating financial plans unique to each client's goals and aspirations. Mike focuses in various areas of financial planning including, but certainly not limited to: investment planning, retirement planning and estate planning strategies; all with an emphasis on providing tax-efficient strategies and solutions.

Mike attended both the United States Naval Academy and Long Island University where he studied engineering, chemistry, marine science, and mathematics. After graduating summa cum laude, Mike applied his talents to corporate financial planning and the management of environmental projects.

In 2000, Mike turned his focus toward financial planning for individuals and small businesses. In 2003, Mike made it his priority to earn the prestigious CERTIFIED FINANCIAL PLANNER^TM certification from the American College in Bryn Mawr, Pennsylvania to further expand his knowledge in the field of financial planning. In January of 2007, Mike became an investment advisor representative with Voya, enabling him to provide financial products and services to his clients while maintaining the one-on-one relationships that he has developed and nurtured over the years. Mike is currently an Investment Advisor Representative with Cetera Advisor Networks LLC.

Since 2012, Mike has expanded his financial planning practice to include additional professionals. Subsequent to that, Mike established the new business entity called Menninger & Associates, which now includes a total of five employees, and is continuing to grow. 

Learn More About Michael

If you had a million dollars to spend, what would be the first thing you would buy?
I would invest it in a vacation home and put the rest in the bank.

What’s the most likely place people could find you on a Saturday night?
At home working around my house.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Life goes fast, never forget to stop and smell the roses.

jMICHAEL.egan@VOYAFA.COM

Michael Egan entered the financial services industry in 1973.  After attending the American College for Finances & Insurance in 1997, he achieved a Master of Sciences in Financial Services from the Institute of Business and Finances in 2006. 

Michael started his own firm, JME Financial, LLC in April 1987, before merging with Menninger & Associates in 2019.  In our firms search for a partner, it was important to us that we merge with a group who understands and shares the same values, ethics, and growth-oriented goals that we have always upheld. Menninger & Associates, Inc. fits seamlessly into the strategic philosophies of JME Financial. 

Michael is also a veteran who served in Vietnam from 1969-1970.  He served honorably and is a recipient of the Military Order of Purple Heart.

Michael holds the following designations and memberships:

• Master of Science in Financial Services, MSFS
• Chartered Financial Consultant – ChFC
• Chartered Life Underwriter – CLU
• Life Training Council Fellowship – LUTCF
• Member of the Society of Financial Professionals
• Member of the International Association of Registered Financial Consultants
• Member National Society Tax Professionals
• Member Institute of Business and Finance

Michael also holds security registrations in SERIES  6, 7, 24, 63, 65 

Learn More About Michael

If you had a million dollars to spend, what would be the first thing you would buy?
I would buy a shore side beach house on the Jersey coast.

What’s the most likely place people could find you on a Saturday night?
Sharing the evening with my lovely wife, or hosting friends and family.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach of course.

kyle.ryan@maaplanning.COM

Kyle graduated in 2019 from Temple University’s Fox School of Business with a concentration in Financial Planning. Before joining Menninger & Associates full-time in April 2019, Kyle completed a part-time internship where he learned to love the detail-oriented approach to financial planning solutions.

 His primary responsibilities revolve around assisting with the preparation of client meetings and research material, as well as tracking investments and other performance metrics.

 Kyle has obtained his Series 7 & 66 securities registration as well as his Life, Accident & Health Insurance License in Pennsylvania. In December of 2020, Kyle earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification.

Learn More About Kyle

If you had a million dollars to spend, what would be the first thing you would buy?
I would invest the majority of it, but keep some for spending.

What’s the most likely place people could find you on a Saturday night?
Out with friends or hanging out at my place.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach for sure.

leah.nester@maaplanning.com

Leah joined Menninger & Associates as the Operations Manager in early 2018., bringing over three years experience in the financial services industry. Leah's experience also includes over 20 years of Customer Service and Office Management to the firm.  Leah's expertise in client services, as well as her technical knowledge and organizational skills, will be an asset to the firm in this time of growth. 

As of December 2018, Leah became a Licensed Notary Public. 

Learn More About Leah

If you had a million dollars to spend, what would be the first thing you would buy?
I would buy a brand new four door Jeep Wrangler with all the bells and whistles.

What’s the most likely place people could find you on a Saturday night?
On my couch watching Netflix with my dog.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Take the 401k match any time it's offered.

*Not registered and cannot offer securities or investment advice.

ryan.keefe@maaplanning.com

Ryan is a 2017 graduate of the University of Delaware Alfred Lerner College of Business and Economics.  While pursuing his finance degree, Ryan interned for Northwestern Mutual gaining valuable first-hand experience networking and meeting with potential clients to discuss insurance and other planning strategies.

His primary responsibilities center around building financial plans for both clients and prospective clients, assisting clients in the use of our aggregation tool (E-Money), and other financial planning functions.

Ryan has obtained his Series 7 & 66 securities registration as well as his Life, Accident & Health Insurance License in Pennsylvania.

Learn More About Ryan

If you had a million dollars to spend, what would be the first thing you would buy?
I would go on an extended vacation with friends.

What’s the most likely place people could find you on a Saturday night?
Most likely out in Philadelphia getting ready for an Eagles game the next day!

Which would you pick: Living on the beach or living near the mountains?
Living on the beach for sure.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
To not sweat the small stuff in life.

andrew.corbett@maaplanning.com

Andrew graduated from West Chester University in 2014 with a focus in Professional Studies and entered the financial services industry in 2015.  Andy joined Menninger & Associates in April 2020 and his primary responsibilities include making new connections and building relationships while assisting current clients with their administrative needs. 

Andy has obtained his Series 65, Series 63, Series 6, and Life & Health Insurance license in Pennsylvania.  He is happily married to his wife, Katie, and is a proud Dad to his son, Jude.

Learn More About Andy

If you had a million dollars to spend, what would be the first thing you would buy?
The first thing I would buy is a new house for my family and I.

What’s the most likely place people could find you on a Saturday night?
At a local brewery or on the couch with my wife watching sports or mindless television.

Which would you pick: Living on the beach or living near the mountains?
Living near the mountains. I sun burn too easily to be close to the beach.

NICHOLAS.AZZARITA@MAAPLANNING.COM

Nick graduated in 2020 from Christopher Newport University with a degree in Economics. Before joining Menninger & Associates full-time in May 2021, Nick was a full-time manager at a micro-brewery where he was responsible for driving daily sales while working with financial data and reporting on the results.

His primary responsibilities revolve around assisting with the preparation of client meetings and research material, as well as tracking investments and other performance metrics.

Learn More About Nicholas

If you had a million dollars to spend, what would be the first thing you would buy?
I would invest 90% of it, and use the rest to help my parents buy a boat. 

What’s the most likely place people could find you on a Saturday night?
Spend time with friends or family.

Which would you pick: Living on the beach or living near the mountains?
I would live near the mountains. Snowboarding is a passion of mine and I would love to be able to do it every day.

*Not registered and cannot offer securities or investment advice.

cHRIS.gonzalez@MAAPLANNING.COM

Chris graduated magna cum laude from West Chester University's marketing program in 2009.

Chris joined Menninger & Associates in July of 2018. He brings over eight years of experience in brand management as well as customer and supplier relations. His experience in marketing and advertising will be important towards the growth of the company.

Chris oversees branding, advertising, and promotional campaigns. He is also responsible for establishing positioning, identifying target audiences, and developing marketing plans with specific objectives across different channels and segments. Chris is also pivotal in the execution of the Financial Planning: Explained television show and podcast.

Learn More About Chris

If you had a million dollars to spend, what would be the first thing you would buy?
I would buy a brand new 30 foot fishing boat for deep sea fishing trips.

What’s the most likely place people could find you on a Saturday night?
At home with my wife hosting family or friends.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Don't take a single day for granted, life happens too fast.