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 OUR TEAM
The professionals at Executive Financial, LLC, recognize their responsibility to create value for their clients. That's why we take a team approach to your wealth management strategy that is always client centric. From our wealth management advisors to our client services administration, we understand that our commitment to you means everything from answering phone calls promptly to regular reviews of your plan. Clients come first, that is our promise. We help our clients make smart financial decisions in an environment of uncompromising integrity, helping them... 


"...Live a Life Well Spent."

Kenneth D. Anderson, CLU, ChFC
Managing Partner


Phone
:
 336-297-9194 ext. 204
Fax: 336-297-4945
E-mail: kanderson@exfinancial.com



Brief Biography


Kenneth D. Anderson, CLU, ChFC, Investment Advisor Representative, has been involved in the financial services industry since 1985. He graduated with a Bachelor's Degree in Business from the University of North Carolina at Chapel Hill. While attending UNC-CH, he played Varsity baseball for three years, including the 1983 ACC Championship team, in which he was recognized as the team's Most Dedicated Player.
 
Ken has dedicated his career to furnishing a broad range of products and services. Thorough and innovative, he helps meet the needs of high net worth individuals, successful professionals, business owners and retirees. Ken specializes in retirement planning, investment management, and estate planning.
 
His extensive background and knowledge in the financial, estate and retirement planning fields allow Ken to provide outstanding service to his clients. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
 
During his career in the financial industry, Ken has made a commitment to hard work and long hours. Through consistent effort, and a reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. He is a qualifying member of the prestigious Million Dollar Round Table and holds memberships with the National Association of Security Dealers and the Society of Financial Service Professionals.  Ken is the managing partner of Executive Financial, LLC.
 
Ken is involved in the community with various civic and church related activities. Exercise, reading, and family take up his leisure time.
 

Diane M. Lindsey, CFP®, CRPC

Director of Client Services


Phone: (336) 297-9194 ext. 201
Fax: (336) 297-4945
E-mail: dlindsey@exfinancial.com


Brief Biography

A native of Greensboro, Diane Lindsey began her career in financial services in 1984. During her career she has earned the professional designations of Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Her emphasis is to provide exemplary services to clients designed to meet their specific goals and objectives.

She works with clients to identify specific life goals and then assists them in prioritizing and developing strategies to accomplish those goals. Diane approaches financial planning as a long-term relationship that extends beyond just providing financial advice and managing assets. Diane also holds North Carolina insurance licenses for life, accident, and health as well as long-term care and Medicare supplement.
 
 


 
 
 

Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC and Advisory Services offered through Kestra Advisory Services, LLC.  Executive Financial, LLC is a member of both Fusion Advisor Network and PartnersFinancial. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are not affiliated with Fusion Advisor Network, PartnersFinancial, or Executive Financial, LLC.
Kestra IS and Kestra AS do not offer legal or tax advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

For additional information, please contact our Compliance Department at (512) 697-6000.

 


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