KEMP HARVEST - Key Persons
Job Titles:
- Senior Wealth Planning Assistant
Aubrey joined Kemp Harvest Financial Group® in 2013. Working with our Client Service Team for the past since then, Aubrey brings a passion and commitment to serving our clients and an in-depth knowledge of our business. Along with her Financial Paraplanner Qualified Professional™ designation, she holds FINRA Series 6 and 63 registrations through LPL Financial.
Becky, Todd's wife, contributes to all of the different teams at Kemp. Taking care of a lot of the administration behind the scenes for the staff, Becky provides important support for the entire Kemp family.
Job Titles:
- Wealth Planning Assistant
Caroline joined Kemp Harvest Financial Group in September 2023. As a Wealth Planning Assistant, she works closely with our Advisors and other team members to serve clients on a day-to-day basis. Caroline graduated from Cedarville University with a degree in Global Business and a minor in Business Analytics.
David holds over a decade of experience in the financial services industry, joining Kemp Harvest Financial Group® in 2016. He began his work in the financial services industry at Vanguard in 2006, coming to Kemp Harvest with an in-depth understanding of portfolio management, investment products, and client management.
David is a is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®. David holds a Bachelor of Science degree from California University of Pennsylvania along with his Pennsylvania Life and Health certification. He holds FINRA Series 7 and 63 registrations through LPL Financial. He belongs to the International Association of Registered Financial Consultants (IARFC) and the Financial Planning Association (FPA).
David resides in Pottstown, Pennsylvania with his wife, Rachel, and their three children.
Job Titles:
- Wealth Planning Assistant
Kelsi joined Kemp Harvest Financial Group® in December of 2022. Kelsi works alongside our Advisors and other Wealth Planning Assistants to help clients with their financial planning. Her previous customer service experience has prepared her to serve our clients at Kemp Harvest with excellence.
Job Titles:
- Employee
- Managing Director
Kristin has been an employee of Kemp Harvest Financial Group® since 2010. Prior to working at Kemp Harvest, Kristin specialized in human resources in the public accounting industry. Kristin's primary responsibilities include Human Resources, Accounting, Marketing, IT, Facilities, Licensing, and Compliance. She works closely as a member of the management team to provide financial data, staff information, and support firm strategies and initiatives.
Leigh joined Kemp Harvest Financial Group in 2003®. During her tenure at Kemp Harvest, Leigh has served on both our Client Service and Paraplanning Teams, most recently as a Senior Retirement Service Specialist. She brings a passion and commitment to serving our clients and extensive industry knowledge and experience. Along with her Financial Paraplanner Qualified Professional™ designation, Leigh holds her Pennsylvania Life and Health certification as well as her FINRA Series 6, 7, and 63 registrations held through LPL Financial.
Marci joined Kemp Harvest Financial Group® in 2016, bringing with her over ten years of experience in sales and customer service. Marci works alongside the rest of the Kemp Team to provide administrative, clerical, and communication support for clients, staff, and our Wealth Planners.
Job Titles:
- President
- CERTIFIED FINANCIAL PLANNER
- Member of the National Ethics Bureau
With over thirty years of experience in the financial services industry, Mark loves to help clients simplify their financial lives and work towards achieving their lifetime goals. Mark is the founder and president of Kemp Harvest Financial Group, located in Harleysville, Pennsylvania.
Mark began his financial career in 1989, working from his dining room table. His hard work and dedication in the insurance industry quickly led to national and regional honors. Feeling a tug towards something larger, Mark expanded into investment retirement planning in 1992. It was then that he became the sole proprietor of his own financial practice, Kemp Harvest Financial Group®.
Mark is a CERTIFIED FINANCIAL PLANNER TM professional, completing the program in Financial Planning at the New York University School of Continuing and Professional Studies in Finance, Law, and Taxation. Mark's passion for education has bled through into the financial industry, where he is able to educate and assist clients as they identify and work to reach their financial goals. Mark regularly conducts educational seminars and has been featured in national investment magazines.
Mark's in depth of knowledge of retirement plans and packages alongside his love of teaching allows him to effectively convey complex financial concepts to his clients in a clear and straightforward manner.
A member of the National Ethics Bureau, Mark believes in conducting business with high standards and integrity. He is a member of the Financial Planning Association and holds FINRA Series 6, 7, 63, and 65 registrations through LPL Financial.
Mark resides in Harleysville, Pennsylvania with his wife, Shelley, and their three children.
Nicole joined Kemp Harvest Financial Group in January 2024. She comes to Kemp Harvest with years of experience in customer service and administrative roles, as well as a bachelor's degree in Business Management from East Stroudsburg University. Nicole will be serving as front desk representative, as well as assisting with client relations.
Job Titles:
- Wealth Planning Assistant
Phoebe joined Kemp Harvest Financial Group® in 2021, bringing with her a Bachelor of Science degree in Economics and Finance from West Chester University as well as a background in the financial industry. Since joining Kemp Harvest, As a Wealth Planning Assistant, Phoebe works closely with our Advisors to create, review, and revise client financial plans as they serve clients on a day-to-day basis.
Rebekah joined Kemp Harvest Financial Group in May 2023. As an Executive Assistant, she works closely with Mark Kemp and our management team to provide ongoing administrative support.
Sarah has been a member of the Kemp Harvest team since 2010. Having previously served as the Paraplanning Team Manager, Sarah now focuses on project management, primarily related to technology research and development. Sarah helps ensure Kemp Harvest is equipped with the highest quality tech stack to best serve our clients' needs.
Job Titles:
- Wealth Planning Assistant
Sean joined Kemp Harvest Financial Group® in March 2022. Before Kemp Harvest, Sean graduated with an accounting degree from Cedarville University. Sean began his career at prominent technology and investment solutions firm in 2015. As a Wealth Planning Assistant, Sean works closely assisting our Advisors and Wealth Planning Assistants to create, review, and revise client financial plans as they serve clients on a day-to-day basis. Sean holds FINRA SIE, Series 7, and 63 registrations through LPL Financial.
Job Titles:
- Wealth Planning Assistant
Shayn joined Kemp Harvest Financial Group® in March 2024. He is a graduate of West Chester University with a degree in Finance. Shayn brings financial services industry expertise that includes managing and advising clients on their financial plans and investments. As a Wealth Planning Assistant, Shayn works closely assisting our Advisors and Wealth Planning Assistants to create, review, and revise client financial plans as they serve clients on a day-to-day basis. Shayn holds FINRA SIE, Series 7, and 63 registrations held through LPL Financial.
Todd has worked in the financial services industry for nearly thirty years and joined Kemp Harvest Financial Group® in 2011. Todd is both a CERTIFIED FINANCIAL PLANNER TM professional and Accredited Investment Fiduciary®. He earned his Bachelor of Science degree in Economics from Pennsylvania State University. Todd possesses a broad and in-depth understanding of the financial services industry, specifically the asset management business, investment products, and client management.
Todd holds his Pennsylvania Life and Health certification as well as his FINRA Series 6, 7, 24, 63, and 65 registrations through LPL Financial. He also belongs to the the Financial Planning Association (FPA).
Todd resides in Horsham, Pennsylvania with his wife, Becky, and their daughter.