Mark D. Kinney, CFP® - Partner
Mark D. Kinney, Certified Financial Planner ®(CFP) Practitioner – President and Founder of
Toole Kinney & Company, has been working with investors about to retire, as well as those who have already retired, since 1987. Mr. Kinney began his career with Dougherty, Dawkins, Strand & Yost - the largest underwriter of fixed income securities in the Midwest during the 1980's – catering to the tax-sensitive investment needs of wealthy families and institutional investors. In 1989, he became an advisor with Prudential Preferred Financial Services where his primary focus was estate preservation and business continuation strategies. As a result of his experience, he was invited to manage the investment departments for multiple regional and community banks throughout New England and upstate New York from 1994 thru 1999. In response to a desire to more effectively serve his clients, Mr. Kinney founded Toole Kinney & Company Financial Services in July of 1999. The mission was, and still is today, to focus exclusively on conservative protective growth strategies for investors approaching retirement, as well as advanced income distribution methods for those already enjoying their retirement years.
In addition to participating in panel discussions on subjects ranging from properly planning for the expense of long-term care, to investment risks associated with retirement longevity, Mr. Kinney is a frequent contributor to MASSLIVE.com as well as the Berkshire Eagle and Springfield Republican Newspapers. Mark serves as the senior investment officer of the company, remains active in several area charities, and currently resides in Stockbridge, Massachusetts.
Mr. Kinney holds life and health insurance licenses, has held Series 7 and 63 FINRA Securities registrations for over 20 years, and has maintained the Certified Financial Planner® (CFP) Practitioner designation since 1996. Additionally, he is a member in good standing with the Certified Financial Planner Board of Standards, Financial Planning Association, Financial Services Institute, as well as the National Ethics Bureau.
John E. Toole, CIC, AAI, LIA - Partner
John E. Toole is the Vice-President of Toole Kinney & Company Financial Services, and the President of the Toole Insurance Agency. After entering the insurance business in 1977 with the Travelers Insurance Company, and attending various industry training programs – including the Aetna Home Office School in Hartford, CT., Mr. Toole became a partner in the Toole Agency in 1985. He subsequently bought the remaining shares of the business from his partner (Brother Joseph Toole) in 1990. John is a Certified Insurance Counselor, Accredited Advisor in Insurance, and a Licensed Insurance Advisor. He has served as president of: Tri-Town Rotary, Lenox Library Assoc., Lee Visiting Nurses Assoc., and Berkshire County Independent Insurance Assoc.. Mr. Toole is currently the President of the Lee Community Development Corp., and the Lee Industrial Realty Corp., as well as the Vice-Chair of the Chesterwood Museum Council and the Chair of the Chesterwood Capital Campaign. He has also served on many community boards including most notably, Governor Cellucci’s Economic Development Task Force for Berkshire Growth, and Mass Assoc. of Insurance Agents. Mr. Toole serves as the senior insurance officer of the company, and currently resides in Lee, Massachusetts.