Michael Menninger is an Investment Advisor Representative with LPL Financial 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 PLANNERTM 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 LPL Financial.
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 Financial Planning, which now includes a total of eight employees, and is continuing to grow.
Contact Michael: Michael.Menninger@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 include meeting with clients, conducting regular financial updates, building comprehensive financial plans, and conducting investment portfolios reviews, recommendations, and implementation.
Kyle is a co-host of the Fresh Finance Podcast, which takes on a fresh new take for people to consider when evaluating their financial picture.
Kyle has obtained his Series 7 & 66 securities registration, currently held by LPL Financial as well as his Life, Accident & Health Insurance License in Pennsylvania. In December of 2020, Kyle earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. In October of 2022, Kyle obtained the CHARTERED FINANCIAL CONULTANT™ certification from the American College of Financial Services.
In January 2022, Kyle was invited to become a co-owner of Menninger & Associates which set in motion the firm’s succession plan for the next generation of clients.
Contact Kyle: Kyle.Ryan@maaplanning.com
Ryan graduated in 2017 from the University of Delaware’s Alfred Lerner College of Business and Economics with a degree in Finance. Shortly after graduation, Ryan joined the Menninger & Associates team full-time learning the intricacies of all six fundamental areas of financial planning.
His primary responsibilities include meeting with clients, conducting regular financial updates, building comprehensive financial plans, and conducting investment portfolios reviews, recommendations, and implementation. Ryan also oversees client portfolios when it comes to cash management as well as implementing investment changes across our model portfolios.
Ryan has obtained his Series 7 & 66 securities registration, currently held by LPL Financial as well as his Life, Accident & Health Insurance License in Pennsylvania.
In January 2022, Ryan was invited to become a co-owner of Menninger & Associates which set in motion the firm’s succession plan for the next generation of clients.
Contact Ryan: Ryan.Keefe@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.
In January 2022, Leah was invited to become a co-owner of Menninger & Associates which set in motion the firm’s succession plan for the next generation of clients.
As of December 2018, Leah became a Licensed Notary Public.
Contact Leah: Leah.Nester@maaplanning.com
John earned a degree in Naval Architecture from the United States Naval Academy where he graduated 5th in his class of over 1,000. He subsequently earned a Master’s degree in Mechanical Engineering from the University of Akron. John is a U.S. Navy veteran where he proudly served in the nation’s submarine force aboard USS Cincinnati (SSN-693).
John has devoted his career to solving difficult engineering problems within the automotive, marine, and defense industries, but he has always had a passion for personal finance, investing, and technical analysis. With a desire to have a greater impact on friends and family, John is taking his analytical problem-solving skills that have served him so well in his engineering career and is applying those skills to the complex financial landscape in people’s lives.
John will work closely with the Menninger & Associates team of experienced financial advisors as he serves in the role of assisting clients identifying and pursuing their financial goals and objectives.
John has obtained his Chartered Retirement Planning Counselor (CRPC) designation, along with his Series 7 & 66 securities registration, held through LPL Financial.
Contact John: John.Denuto@maaplanning.com
Nick graduated in 2022 from Temple University’s Fox School of Business with a Finance and Financial Planning double major. Before joining Menninger & Associates full time in May 2022, he completed a part-time internship with our firm. The internship allowed Nick to gain valuable experience and familiarity with our firm, as well as gain an understanding of the wholistic financial planning approach we provide.
His primary responsibilities revolve around generating investment reports, assisting with the preparation of client meetings and research material, as well as tracking investments and other performance metrics.
Nick has obtained his Series 7 & 66 securities registration, held through LPL Financial. In December of 2023, Nick earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board.
Contact Nick: Nicholas.Devito@maaplanning.com
Andres graduated in 2023 from Temple University’s Fox School of Business with a Financial Planning major. Before joining Menninger & Associates full time in May 2023, he completed a part time internship with our firm while working as a Customer Service Representative for a custom cabinetry manufacturer. The internship allowed Andres to expand his organizational and communicative skills into finances, while gaining an understanding of the wholistic financial planning approach we provide.
*Not registered and cannot offer securities or investment advice.
Contact Andres: Andres.Maldonado@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 spearheads the Menninger & Associates Charity Classic Golf Outing every year. He is also pivotal in the execution of both the Financial Planning: Explained television show and Fresh Finance podcast.
Contact Chris: Chris.Gonzalez@maaplanning.com
As a Rollover Specialist, Cooper is the face of the Menninger & Associates office.
When not greeting clients or being the best boy, Cooper can be found taking a nap in Ryan's office, or eating treats from Mike's drawer.