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.  From 1994 through mid 1999, he managed the investment departments for multiple community banks throughout New England and upstate New York.  In July of 1999, Mr. Kinney founded Toole Kinney & Company Financial Services, where he primarily focuses on conservative growth strategies for investors approaching retirement, as well as income distribution methods for those already retired.   In addition to participating in panel discussions on the subjects of properly planning for the expense of long-term care, as well as the investment risks associated with retirement longevity, he has contributed to the Personal Finance Section of the Berkshire Eagle Newspaper .  Mark serves as the senior investment officer of the company, 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.