Meet Our Team

 

 

Keith L. Kinsey, CFP ®

Managing Director-Investment Officer

 

Since 1986, Keith has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Keith has dedicated his career to delivering the personalized investment planning services his clients deserve.

Keith began his career as a Financial Advisor with Shearson Lehman Brothers in LaSalle, IL, where he developed his fundamental investment knowledge. He joined A. G. Edwards and Sons (a predecessor firm of Wells Fargo Advisors) in 1991 to take a team approach in providing personalized investment advice for individuals and families.

In 1998, Keith earned the CERTIFIED FINANCIAL PLANNERTM certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

 

Utilizing the leadership skills he has developed throughout his career to benefit the community at large, Keith serves as the President of the St. John’s Lutheran Church Council. Keith is also serves on the Executive Committee of the Board of Directors for the Greater Illinois Chapter of the Alzheimer’s Association, a cause near and dear to him. He has been a member of the Peoria Downtown Kiwanis since 1994, and currently serves as President of the organization.

 In response to a heroic stranger coming to the aid of Keith’s wife during a random attack in 2007, Keith and his wife Karen, founded the Karing Angel Award. This award recognizes people who put themselves in harms way to help a stranger at risk.

Away from the office, Keith spends his free time with his family. He and his high-school sweetheart Karen grew up outside of Chicago, and married in 1979.  In 1985, they relocated to central Illinois and enjoy living on the lake Keith’s family visited regularly in his youth. There, they have had the pleasure of raising their two daughters: Kristen, his team mate at Kinsey Wealth Management Group; and Kimberly, a speech pathology graduate student at Long Island University in Brooklyn, NY.   Keith enjoyed coaching the girls’ basketball teams when they were younger, and rarely missed any of their sporting or academic events.

As a family, the Kinseys are very active. They enjoy boating, water sports and traveling. They have covered much of the United States as well as portions of Mexico and Europe.  Thanks to a client’s recommendation, they have also enjoyed several cruises. Whether visiting historical sites and museums, horseback riding on the beach or zip lining through the jungle, they truly enjoy the time they spend together.


 

Kristen L. Kinsey-Gordon

Financial Advisor

 

When Kristen was in 7th grade she told her dad she wanted to follow his footsteps and become a Financial Advisor when she grew up. She set this goal early on and began creating a path to get her there. Throughout high school and college she focused her academic path on joining Kinsey Wealth Management Group of Wells Fargo Advisors. While at Butler, it became even clearer the career path she had chosen back in 7th grade was still the right path for her. Kristen fell in love with the idea of helping people and truly getting to know them as individuals and understand their motivations in life.

 

While attending Butler University, she interned with UBS Financial Services as a Financial Planning Intern. There she worked with over 15 advisors to help them create financial plans as well as find opportunities to grow their network. During her senior year at Butler, she was given the opportunity to join. OurHealth, LLC, a high growth startup company with a unique and innovative business concept. At OurHealth, she was able to work on the Finance team alongside the Executive Vice President of Finance to understand the ins and outs of running a small business from the financial aspect. She also had the opportunity to intern with Kinsey Wealth Management Group during the summer months. Kristen graduated from Butler University with a degree in Business with focus in finance as well as marketing.

 

Kristen currently serves as the Vice President of the Kiwanis Club of Peoria and chairs the Communications Committee. Kristen also helps lead the high school youth group for St. John’s Lutheran Church in Toluca, where she grew up going with her family. During the summers, she dedicates time to organizing the Church’s Vacation Bible School- serving over 100 children of all ages from the small community.

 

In August 2014, Kristen married Christopher, whom she calls her best friend. Kristen’s whole life she has had a love for water and the lake. It was actually lifeguarding in college which led her to meet Chris. Kristen and Chris were given the opportunity to purchase their dream home on the lake where Kristen grew up on. They are currently busy making their house a home. During the summer, you will most likely find them with family and friends out on the boat, wakeboarding and enjoying time together. Kristen and Chris also enjoy traveling and visiting friends and family all over the country. They feel truly blessed for what life has brought them thus far and are very excited for what the future holds.


 

Jessica B. Ford, CMFC ®

Financial Advisor 

 

After joining Wells Fargo Advisors in December 2010, Jessica was asked to join Kinsey Wealth Management Group in June of 2011.   Jessica was determined to be a first generation graduate and in 2010, accomplished this dream with a bachelor degree in business with a major in Finance from The University of Iowa. She also holds a Series 7 and 66 registrations, state insurance licenses and is a Chartered Mutual Fund Counselor®.

Jessica was born and raised in Burlington, Iowa.  She enjoys traveling back to her hometown to spend quality time with her large extended family and lifelong friends. As a Thanksgiving tradition she and her family roll up their sleeves to ensure that over 800 meals are prepped and delivered to those in need at a community Thanksgiving Dinner before retiring to their own home to give thanks for life’s blessings.

After graduation, Jessica wanted to move to a Midwest town where she could be successful in her career field and develop roots in the community as she had done in Burlington and Iowa City. Jessica soon found the perfect place and moved to Peoria, Illinois in 2010. In

2012, Jessica accomplished another dream; she purchased her first home where she now resides with her husband, Jared, bonus daughter, Lyla, and their rescue dog, Kendra.  

For the past six years, it has been a joy of hers to raise funds on the annual St. Jude Telethon, a charity close to her heart. Jessica enjoys serving as President of Women in Leadership. In 2013, Jessica became involved in the creation of the Greater Peoria Honor Flight. The mission of Honor Flight is to transport America’s Veterans to Washington D.C. to visit the memorials, erected to honor their service and sacrifices to our country, at no cost to them. They have successfully completed eleven flights to date honoring over 770 Veterans. She also continually donates her time and energy to the Susan G. Komen Race for the Cure and other charitable fundraisers in the Peoria and Burlington communities.


 

Christina M. Haig

Client Associate

 

Christina is the most recent addition to Kinsey Wealth Management Group of Wells Fargo Advisors.  Christina spent the past 18 years working in various positions supporting external clients for Neovia Logistics Services, LLC, (formerly Caterpillar Logistics Services, Inc.)

She was responsible for key financials and performance metrics along with being the day to day contact for the clients she supported. 

Christina acquired a Bachelor’s Degree in Business Management from the University of Illinois at Springfield in May 2004.  She is Six Sigma DMEDI trained and DMAIC Certified.  Christina is a member of the National Association of Professional Woman. She supports the TAPS Animal Shelter, Wounded Warrior Project, and the Theresa Tracy Trot.

Away from the office, Christina enjoys spending her time with family and friends and has been known to pick up her nieces and nephew for the weekend and go to Jumping Jacks, a movie and church. Each year, Christina and her sister relax by going to Florida for a week of fun and relaxation.

Christina is here to provide the highest level of service and attention. She will assist with any transactions or questions you may have.