Content provided via links to third party sites should not be considered an endorsement of third party content. Alan J.
We make no representation as to the completeness or accuracy of information provided at these websites. Dole joined Equity Concepts in 2004 and became a shareholder in 2006. He offers 25 years of corporate finance and management experience, over ten years of experience in the financial services industry, and specializes in family financial and retirement planning. As of 2017, Alan has been named a
Five Star Professional Wealth Manager1 for five years running and is a Social Security expert and consultant. Alan received a Bachelor of Arts degree in history and a Master of Business Administration degree in finance and marketing from the University of Rochester. He currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in 14 states. Alan enjoys spending time with his wife Rhonda and their two children. He is actively involved in Restoration Church, and the Rotary Club of Mechanicsville, VA. and has also recently joined the West Richmond Businessman’s Association. Alan is a member of the University of Rochester Alumni Association, an Eagle Scout, and spends his free time traveling, golfing, hiking, reading and singing in his church choir.
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Kenny Elkins joined Equity Concepts in 2001 as a Wealth Manager and became a shareholder in 2006. With a passion for teaching, Kenny strives to educate his clients and increase their financial knowledge. Kenny has completed advanced training and frequently handles sophisticated retirement plan structures for business owners. Kenny serves as a member of the Equity Concepts Investment Committee that oversees one billion dollars of assets under management. Kenny currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65, and is licensed in 21 states. Kenny is a Certified Plan Fiduciary Advisor (CPFA®). Kenny’s previous career experiences include the Central Intelligence Agency, First Market Bank and Circuit City. As an Investment Advisor Representative, he has the responsibility to protect his clients’ best interest and to completely disclose all important information to his clients. Kenny has been quoted in various media outlets including U.S. News & World Report, Investor’s Business Daily, Financial Advisor Magazine and the Richmond Times Dispatch. Kenny earned his Bachelor of Arts degree from Mary Washington College. Kenny has served as President on both the Richmond and Virginia Board of Directors for Bethany Christian Services, the largest orphan care agency in the United States. Kenny currently serves as a board member for the Cooperative Baptist Fellowship Church Benefits Team. This organization serves over 1,000 ministers, church staff, non-profit leaders and CBF field personnel around the globe. The Benefits Team is responsible for overseeing the $82 million dollar 403(b)(9) retirement plan, along with health, dental and vision insurance. Kenny and his wife, Jennifer, live in Mechanicsville, Virginia with their three children, Caleb, Lydia and Isaiah. They enjoy traveling to historical landmarks and vacationing at the beach. Kenny enjoys running, bike riding and golf.
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