Business Owners
Don't let your business be your only retirement plan.
Loading planner profile...
Loading planner profile...
Languages: English, Spanish
I believe financial planning should be personal, straightforward, and focused on what matters most to you. My approach starts with getting to know you, your family, your goals, and your vision for the future. Together, we'll review your financial picture, identify opportunities, and develop strategies tailored to your needs. Whether you're building wealth, preparing for retirement, protecting your family, or planning your legacy, my role is to serve as your financial quarterback—helping connect the pieces and simplify important decisions. Through ongoing conversations, personalized guidance, and collaboration with your other trusted professionals, my goal is to help you make confident financial decisions today while preparing for tomorrow. Your goals are personal, and your financial plan should be too.
Business Owners
Don't let your business be your only retirement plan.
Also: Black Americans, Executives, GenX, Government & Military, High Earning First Generation, Latino, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Working in Retirement
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
At Kornegay Kapital Group, I work with individuals, families, business owners, and executives who want more than financial products—they want a clear strategy for building, protecting, and transferring wealth. As a CERTIFIED FINANCIAL PLANNER® professional with nearly 15 years of experience, I take a comprehensive approach that connects retirement income planning, investment management, tax-efficient strategies, life insurance, estate planning, and business succession. My process begins with understanding each client's complete financial picture, identifying potential gaps and missed opportunities, and developing actionable strategies aligned with their short- and long-term goals. What sets my practice apart is my ability to coordinate with clients' CPAs, attorneys, and other professionals to help ensure their financial decisions work together rather than independently. Clients can expect straightforward conversations, personalized recommendations, ongoing reviews, and a trusted financial quarterback committed to helping them make informed decisions as their lives, businesses, and wealth evolve.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Securities Registrations or Exam Qualifications
Series 6
Series 7
Series 63
Series 65
Designations & Certifications
CFP®
ChFC®
Insurance Licenses
Life Insurance License (AL, FL, GA, MA, MN, NC, RI, SC, TX, NY)
Health/Disability Insurance License (AL, FL, GA, MA, MN, NC, NY, RI, SC, TX)
Fixed Annuity Insurance License (AL, FL, GA, MA, NC, NY, RI, SC, TX)
Variable Annuity Insurance License (MA, NC, NY, RI, SC, TX, FL)
Investment and Portfolio
Tax Planning
Retirement Income and Distribution
Estate, Trust, and Legacy Planning
Risk Management and Insurance
Cash Flow and Debt Optimization
Education and College Planning
Business Succession Planning
Equity Compensation Planning
Concentrated Stock and Diversification Planning
Executive Compensation Planning
Charitable Giving
This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$150,000
Investable Asset Minimum
$500,000