D.B. McKenna & Co., Inc.
Financial Planning & Investments

Investor Access
 
 

We're On Your Side

As with your physician or attorney, the relationship between you and your financial advisor is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we value the confidence our clients place in us.

What makes us different?

We're independent – that means we're objective in helping you select the appropriate investments for your needs. With D.B. McKenna & Co., you're always assured that investment recommendations are based on careful evaluation of your individual financial goals.

We understand that our clients want the personal, face-to-face contact a local investment firm provides, as well as the services of a major,national investment firm. To accomplish this we've engaged Raymond James & Associates as our clearing broker and offer our clients the best of both worlds: our local presence, along with their top-rated clearing and custodial services, nationally acclaimed research, and access to a wide variety of investment alternatives and services.

As Bennington's oldest independent investment firm, we've been serving our clients for more than 25 years. Our work is that much more rewarding because our clients are friends, neighbors, and business associates.


About Us

Don McKenna, CFP®
Financial Advisor
don.mckenna@dbmckenna.com

As an investment professional for more than 25 years, Don McKenna understands the importance of carefully guiding his clients’ financial affairs with the same commitment he gives his own. It is his mission to help them establish financial plans by setting realistic goals and expectations, and implementing investment, tax, and financial strategies consistent with their needs. He strives for long-term financial relationships, and relishes the large "extended family" he has developed over the years.

Don offers a variety of services, specializing in financial planning and investment management for individuals and nonprofit agencies, as well as personal retirement planning and employer-sponsored retirement plans.

After earning his bachelor’s degree in business administration from Boston University in 1965, Don spent 17 years in manufacturing management prior to establishing his investment business in 1982. In 1992, he demonstrated his commitment to and expertise in the area of financial planning by earning the highly regarded CERTIFIED FINANCIAL PLANNERTM professional designation. He is also an active member of the Northeast New York chapter of the Financial Planning Association.

Don has been a resident of Shaftsbury, Vermont, for 35 years. He lives there with his wife, Melanie. His four sons, Michael, Keith, Brendan and Brian are married and live in the area.

Don has always been an active member in the community and currently is a member of the Bennington Rotary Club. Past areas of community service include serving as a trustee for the Bennington Rescue Squad, trustee of Public Funds (Shaftsbury), school board director for Mount Anthony Union High School, and various coaching positions for youth athletic programs.


Michael McKenna
Financial Advisor
michael.mckenna@dbmckenna.com

"Helping people reach their financial goals is important to me," says Michael McKenna. "I am fortunate because being knowledgeable in this field allows me to provide a true service."

Michael believes that a strong sense of trust and confidence is critical to successful long-term financial planning. "Being a financial partner is the most valuable service I can provide," he explains. He also includes establishing realistic expectations, educating his clients, and implementing and monitoring their plans over time as key objectives in helping clients meet their financial goals.

Michael graduated from Mount Anthony Union High School in 1983, and went on to earn his bachelor's degree in business administration from Bryant College in Smithfield, Rhode Island. He spent six years as a district manager and major account district manager for Automatic Data Processing, Inc., before joining D.B. Mckenna & Co. in 1994. Michael resides in Bennington, Vermont, with his wife, Susan, and two boys, Michael John and Peter.

He serves his community as a director for the Bennington Chamber of Commerce, and is a director of the Bennington Catamount Rotary Club. Past community positions include president of the local Dollars for Scholars chapter, president of Hospice of Bennington County, Inc., director of Bennington Lions Club, and director of Big Brother/Big Sister.

For individuals, he offers financial planning, investment management and retirement and college planning. He also specializes in qualified retirement plans and nonprofit endowments for the business community.


Brian McKenna, CFP®
Financial Advisor
brian.mckenna@dbmckenna.com

For Brian, the best part of the day is when he sits down with clients and learns about their past and where they want to go in the future. "I want to know who my clients are, and fully understand their goals, before I offer advice", McKenna says. "That's when I truly add value to their financial future." He believes an in-depth relationship allows him to guide clients with the creation of realistic financial goals and a plan to achieve them.

Brian believes in providing clients with an exceptional level of service, and as such has achieved the CERTIFIED FINANCIAL PLANNER™ professional certification. His main areas of focus are financial planning and investment advising for individuals and non-profit organizations, as well as retirement planning for both individuals and employer sponsored plans.

Brian graduated from Mount Anthony Union High School in 2000, and went on to attain his bachelor's degree at the University of Notre Dame in South Bend, Indiana. Upon graduation, Brian accepted a position as an equities analyst with Credit Suisse, in London. He returned to Bennington with his wife, Jennifer, in 2006 to join the family firm. They currently live in North Bennington, where they are raising their two daughters, Nieve and Clare.

Brian is an involved member of his community as an active participant with the Bennington Chamber of Commerce, President of the Bennington Young Professionals Group, and President of the Notre Dame Alumni Club of Vermont. Brian is also an active Rotarian, and a member of the Northeast New York chapter of the Financial Planning Association.

Most recently Brian was named a "Rising Star" by Vermont Business Magazine. This award was given to 40 Vermonters, under the age of 40, who were selected by a panel of judges for their commitment to business growth, professional excellence, and involvement in their communities.


CFP®  |  CERTIFIED FINANCIAL PLANNER  |  
Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.

207 West Main Street
Bennington, VT 05201
Phone: 802-447-1538
Fax: 802-447-0034
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