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Kelly D. Kane ChFC, CFP®
Kelly is the Principal of Broadwing Capital Advisors and brings over 20 years of experience to this full-service financial management firm, which specializes in organizing and managing the wealth of high net-worth individuals. Kelly is also a shareholder and registered principal of Foothill Securities, Inc., a registered broker-dealer. Kelly is a Certified Financial Planner™ (CFP®) and serves as a member of the Institute of Certified Financial Planners, the Society of Financial Services Professionals, and the Financial Planning Association.
Kelly graduated from the University of California at Davis in 1983 with a bachelor’s degree in Economics. From there he went to work for the Marketing department of the San Francisco Giants, where he served as liaison between the Giants’ corporate front office and its corporate sponsors.
After enjoying the limelight of working for a professional sports franchise for two years, in 1985 Kelly decided to pursue a more entrepreneurial path, which eventually led to a career in personal financial planning and money management. He has been providing financial guidance to clients ever since.
Kelly and his two children, Dylan and Bowen, have lived in Marin County since 1994. In his spare time, Kelly enjoys spending time with his children, golfing, getting together with friends, coaching and playing soccer, reading historical fiction, watching scary movies, and rough housing with his dog, Graffiti.
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Jennifer Ancona
As Broadwing Capital's Relationship Manager, Jennifer is often the first person clients speak with when they call. In addition to focusing on client needs, Jennifer also provides support in the areas of financial planning, trading, marketing and project management.
Having moved to Marin County in 2007 from Columbus, OH, Jennifer has fallen in love with the energy of the city, the beauty of Marin and now resides in Tiburon, CA. Since her introduction to California living, Jennifer has become a novice sailor, an avid hiker, and a concert aficionado.
Jennifer has worked in various client service capacities within the financial services industry, ranging from Sales & Marketing to Corporate Compliance. Her scope covers FINRA regulations as well as SEC standards, all of which position her as a unique asset to Broadwing Capital. Jennifer carries her FINRA Series 6, 7, 26, and 63 licenses and has commenced studies for the Certified Financial Planner™ (CFP®) designation.
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