McNally Financial Services Corporation

Marshall Cassedy is a financial advisor with McNally Financial Services Corporation in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at McNally Financial Services Corporation since 2010 and has operated Cassedy and Company since 1993. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses, offering tailored, diversified portfolios and managing accounts on both discretionary and non-discretionary bases. The firm operates as a nine-advisor team across six offices, serving approximately 142 clients.

Mark Kemp is a financial advisor with McNally Financial Services Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with McNally Financial Services Corporation since 2010. Kemp is involved with The Cross of Corpus Christi, a nonprofit group raising funds to build a 200-foot cross, where he assists with financial reporting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

Clifford Burch is a financial advisor at McNally Financial Services Corporation with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investment Professionals, Inc. for 10 years before joining McNally Financial Services in 2017. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a team of nine advisors operating from six offices.

David McNally is a Certified Financial Planner® with 48 years of industry experience. He has served as president of McNally Financial Services Corporation since 2002. The firm provides financial planning and portfolio management primarily to individual clients and small businesses. McNally Financial Services Corporation constructs tailored, diversified portfolios and operates as both an advisory firm and an introducing broker-dealer with affiliated insurance services.

Calvin Speer is a financial advisor with McNally Financial Services Corporation in New Braunfels, TX, holding a Series 66 designation and 23 years of industry experience. He has been with McNally Financial Services since 2007. Outside of his advisory role, Speer works as a substitute teacher in the North East ISD of San Antonio and the New Braunfels ISD during the school year. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a nine-advisor team operating across six offices.

Marcus Hafner Jr. is a financial advisor at McNally Financial Services Corporation with eight years of industry experience. He holds a Series 66 designation and has worked at McNally Financial since 2019, following prior roles at Axa Advisors, LLC, Golfsmith International, and a brief period of unemployment. Outside of advising, he works as a corporate finance contractor focusing on financial modeling and forecasting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses, offering tailored, diversified portfolios using fundamental analysis. The firm operates as a nine-advisor team across six offices and manages approximately $25 million for around 142 clients.

Jan Zenner is a ChFC® with 47 years of industry experience, currently serving at McNally Financial Services Corporation. He has operated Fiscal Design since 1984 and is involved in various activities outside of financial advising, including managing a goat breeding business, performing as the lead singer in a vintage music band, and participating in local western-themed community events. Zenner also presents FINRA-approved college financial planning seminars and holds a partial ownership in a film and documentary production company. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

Joseph Berkel is a financial advisor with McNally Financial Services Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McNally Financial Services since 2003. Outside of advisory work, he operates as an independent insurance agent and is involved in sports officiating. McNally Financial Services Corporation provides financial planning and portfolio management primarily for individual clients and small businesses, constructing diversified portfolios with a variety of investment vehicles and managing accounts on both discretionary and non-discretionary bases. The firm operates as a nine-advisor team across six offices, serving approximately 142 clients with about $25 million in assets under management.