The employees at McKee Asset Management have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and help you achieve financial peace and stability.
Jim McKee, Accredited Asset Management Specialist - President
Jim formed McKee Asset Management in 2001. Jim was raised in Newark, Ohio. He received his BS degree with a double major in Economics and Finance from the University of Dayton. Jim is a member of Omicron Delta Epsilon, The International Economics Honor Society. After graduation, Jim worked in the treasury area at NCR Corporation. During his time at NCR, he received his MBA from the University of Dayton. Prior to forming McKee Asset Management, Jim taught the following courses at Capital University for over sixteen years; Microeconomics, Macroeconomics, Investment Finance, and Corporate Financial Management. Jim has more than 30 years of financial planning experience working with corporations and individuals.
In Jim's spare time, he enjoys being an active member of the Tipp-Monroe Optimist Club and serving as the Chairman of the Board of Directors of The Luke Commission. Jim lives in historic downtown Tipp City with his wife, Cheryl. He also enjoys spending time with his wife and three children. His daughter, Kate, resides in New Bern, North Carolina, with her husband, Patrick, and their sons, Jackson & Warren. His daughter, Maggie, joined the family business upon graduating college in 2011 and his son, Patrick, graduated from Jim's alma mater, The University of Dayton, in 2015.
Maggie McKee Kenny - Practice Manager
Maggie has been working for McKee Asset Management on a part-time basis for many years. After her graduation in May 2011, she accepted a full-time position with the company. Maggie graduated cum laude from Southeastern University with a BS in Finance. Maggie earned her CERTIFIED FINANCIAL PLANNER™ designation in March of 2016.
While attending Southeastern University, Maggie enjoyed serving as the President of her university's Students in Free Enterprise (SIFE) chapter, leading her team to two consecutive national finals; being a student ambassador; and being a member of Sigma Beta Delta, an International Business Honors Society. Maggie is an active member of the Women’s Ministry team at Christian Life Center and the co-chair of Give Where You Live Miami County Steering Committee, a Giving Circle based in Miami County. Maggie enjoys reading, cooking, traveling, decorating her home and spending time with her husband JD and dog Fitzgerald.