Alan Kennedy

Financial Advisor

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Experience financial resources directed by your values and toward your goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Alan Kennedy

Financial Advisor

Handshake

Experience financial resources directed by your values and toward your goals.

About

Alan works with public service employees, educators, and medical and healthcare professionals as they pursue their financial goals. Acting as their financial mentor, he helps his clients plan for their future while making a difference in their lives. He brings a unique background and the full resources of the North Star specialist team to make a positive impact on his clients.

Alan grew up in Northern Ireland. Prior to moving to the U.S. in 2006, he pursued post-secondary education at Ulster University, receiving a B.S. (Hons) in radiography upon graduation. From there, he served in a variety of medical sales and business professional roles with pharmaceutical companies across North Carolina in addition to front-line clinical care in the emergency services field. These experiences enabled him to build a rapport and deliver exceptional services to those he encountered as well as giving him crucial business planning experience.

To take his desire to help others and apply it to a new audience, Alan transitioned to a financial advising role with North Star. Here, he leverages his background and knowledge of the medical and business industries to help secure the finances of his clients. He also works with members of the North Star specialist team to ensure his financial plans are optimized on all fronts.

Today, Alan is a resident of Holly Springs, NC. When he’s not in the office, he enjoys playing bass guitar, watching history documentaries, and cooking a variety of dishes for his family.

Services

  • Comprehensive fee-based financial planning
  • Investments
  • Retirement strategies
  • Life insurance
  • Disability insurance

Advisor team

Damon Lichtenberger, CLTC
Damon Lichtenberger, CLTC

Senior Partner

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Max Miller
Max Miller

Disability Insurance Consultant

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Austin Tausk, CPA
Austin Tausk, CPA

Director of Tax Services

Contact

    Durham, NC

    5129 NC Hwy 55
    Suite 101
    Durham, NC 27713

    Get Directions

    Investment advisor representative of Cetera Advisor Networks, LLC.