About Us

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

  • LinkedIn Social Icon

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.

Lane Powell - Wealth Advisor, MBA, CRC®

  • LinkedIn Social Icon

Lane provides individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. He started Powell Wealth Management in 2003 with the goal of offering a local, independently owned alternative to large, traditional brokerage firms.  In 2020 he joined forces with McKee Asset Management to offer an even broader and deeper range of financial, investment, and planning services to clients.
 

Lane earned his BS in management science at Wright State University. He went on to earn his MBA at the University of Dayton. His experience in corporate work included positions in computer programming, sales, product management, and marketing. In 1998, he started his financial services career with a large national brokerage. In 2003, he left to start his own firm.  He went on to earn the Certified Retirement Counselor (CRC®) designation in 2009.

 

Lane lives with his wife Angie in Centerville, Ohio.

Maggie Kenny - Practice Manager, CFP®

  • LinkedIn Social Icon

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. 

Spencer Thomas - Financial Analyst

  • LinkedIn Social Icon

Spencer began working for McKee Asset Management in March of 2020.  He is eager to join the team and begin learning from Jim and Maggie.  Spencer completed his BS in Marketing from Indiana Wesleyan University in May of 2018.  Since his graduation, he has gained knowledgeable business experience while working at Cardinal Health, as well as a Staffing Agency.  
 
In Spencer's free time, he loves being on the golf course and being active outdoors.  He enjoys spending time with his wife, Morgan.  They met while in high school at Troy Christian, where Morgan is now a fourth-grade teacher.  Spencer is excited to begin working with and serving the clients at McKee Asset Management.

Fitzgerald aka "Fiddy" - Office Greeter

Fiddy is the official office greeter and has been a part of the team since 2019. While Fiddy's daily tasks include "watching the office" and greeting visitors, most of his day is spent napping on a chair or trying to get the McKee Asset Management staff to give him treats. 

© 2020 by McKee Asset Management

CONNECT WITH US:

  • Facebook - White Circle
  • LinkedIn - White Circle

 

 

This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IN,KY,MI,MO,NC,NM,OH,SC,TX,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,including possible loss of the principal invested.Securities and advisory services offered through Commonwealth Financial Network®.Member FINRASIPC, a Registered Investment Advisor.Privacy Policy© Copyright 2011 - 2019.