Mark D. Kinney, CFP® – Partner
Mark D. Kinney, Certified Financial Planner ®(CFP) Practitioner
As the founder of Toole Kinney & Company, Mark’s focus is as it’s been since 1987 – maximizing client retirement income in a sustainable, repeatable, and verifiable manner, while minimizing risk exposure to the daily turbulent financial markets. With almost 30 years experience, Mark’s insight into the universe of conservative and income generating investment options has been invaluable to those approaching or currently enjoying their retirement years.
Prior to Establishing Toole Kinney & Co., Mark began his career in 1987 as a Municipal Securities Specialist withDougherty,Dawkins,Strand & Yost in their Massachusetts office. Subsequently, he became an advisor with Prudential Preferred Financial Services Boston office, where his primary focus was estate preservation and business continuation strategies. As a result of this experience, he was recruited to manage the investment offices for several regional banks in New England and Eastern NY. Mark was charged with the management of personal investment clientele, advisor teams, product and procedural approvals, as well as daily interaction at the executive and retail levels fostering a supportive corporate culture enabling successful integration of investment services.
Mark holds several insurance licenses, has held Series 7 and 63 FINRA Securities registrations for over 25 years, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation since 1996. He is a member in good standing with the Certified Financial Planner Board of Standards, Financial Planning Association, Financial Services Institute, and the National Ethics Bureau. Mark has been cited nationally in CNN.com, Fox Business, NBC, ABC, CBS News, Wall Street Select, The Miami Herald, as well as locally on Boston.com, MASSLIVE.com, IBerkshires.com and in The Boston Globe, Berkshire Eagle and Springfield Republican newspapers.
As the Senior Investment Officer of the company, he remains active in several area charities, has run several marathons including the 2013 & 2014 Boston Marathons, enjoys all activities outdoors, and currently resides in Stockbridge, Massachusetts.
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.