Research & Market Insights

04.21 2016

Derek Finley

Derek is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He partners with Relationship Managers to provide comprehensive financial analysis and planning. His primary goal in serving clients is to provide expert advice that brings peace of mind and reassurance. Derek joined Kanaly in 2016 and brings over eight years of experience in…

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08.14 2015
Susan Krabbe

Susan Krabbe

Susan is an Assistant Vice President and Wealth Strategist with Kanaly Trust. She focuses on the areas of estate planning, employee benefits and retirement planning, tax planning, education planning and other financial needs. Susan joined Kanaly in 1997 and brings over 25 years of industry experience to the firm. She is a member of Kanaly‚Äôs…

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08.06 2015
James Todd

James Todd

Jim is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He is responsible for developing comprehensive financial planning solutions for clients, working as a team member with a Relationship Manager and a Portfolio Manager. Jim joined Kanaly in 2012 and brings over twenty years of experience in the field. While Jim is experienced…

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08.06 2015
Rodney James

Rodney James

Rodney is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He partners with Relationship Managers to provide analysis and service for clients. This includes planning for retirement, wealth transfer, executive benefits and charitable giving. Rodney joined Kanaly in 2012 and brings over six years of experience in Executive Compensation and Stewardship, with a…

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