THOMASCROWN & KENNEY - Key Persons
Dan was recruited right out of college into the financial services industry in 1994 and has since had the opportunity to work in multiple areas of the industry to include direct client consultation, management of a major life insurance company's marketing support division as well as a consultant to financial advisors nationwide. This has afforded him great insight into helping his clients and advisors to develop solid, well-balanced financial solutions for clients.
He also attained the premier designation afforded by the life insurance industry, Chartered Life Underwriter (CLU) in 2003.
Dan works with his clientele to educate and implement plans to include life insurance, retirement income, long term care, business planning for business owners and premium financing for the high net worth.
Jack joined Western Reserve Life Assurance Co. of Ohio (WRL) in 1961 as an agent. He quickly became a General Agent in Dayton, Ohio and built an agency before moving to the Home Office in 1967 as National Sales Director. He was appointed President in 1978 and Chairman and Chief Executive Officer in 1982. He spent over 40 years with WRL and InterSecurities (ISI). In 1985, he started the first multi-manager mutual fund known as IDEX. AEGON purchased WRL and IDEX in 1990.
In partnership with AEGON, Jack started a money management company in 2000. When the assets under management reached $1 billion he sold his interest to AEGON in 2006. Again, with AEGON as his partner, he started a business for them called Clearwater Financial Marketing. This operation is currently offering a Life Settlements program as well as a new product created by Jack and WRL called the WRL Benefactor.
Jack oversaw the formation and structure of TC&K in 2013 and serves as Chairman and Presiding Officer.
Jack is highly respected in the industry and has been a pioneer in the combination of life insurance, annuities and mutual funds.
Sylvester has been in the financial services industry since 1974.
His vast experience in the industry, which includes five years on Wall St., resulted in him living and serving clients in New York City, Los Angeles, and finally in the Tampa Bay area. In 1995 Sylvester met Jack Kenney and was recruited into the WRL and ISI family. Over the ensuing years the relationship grew and flourished resulting in the formation of TC&K in 2013. Sylvester is Director of Sales and Pensions and Retirement Planning Programs.
His entrepreneurial spirit has always led him to seek more refined ways to assist each client in the identification and realization of their own unique financial goals.