Alan P. Kenney CPA CPA

Founding Principal

Alan began his professional career in 1969, providing fee only financial services and customized financial planning services as a financial professional, a CPA, and as a Founder of Financial Management Associates, LLC; a Registered Investment Advisory Firm.

Alan has a Bachelor of Science Degree in accounting, finance, and business. He has done graduate work in taxation, and continually participates in ongoing accredited continuing education covering investments, financial planning, finance, accounting, business, and taxation.

Alan is a Certified Public Accountant.

Since 1969, Alan has provided professionals services to:

  • Individuals
  • Families
  • Closely held businesses
  • Estates and trusts
  • Retirement plan sponsors
  • Nonprofit organizations
  • Endowments
  • Other Professionals

Affiliations

  • A Member since 1989 of the Financial Planning Association® (FPA)
  • A Member since 1979 of the American Institute of Certified Public Accountants (AICPA)
  • A Member since 1979 of the Massachusetts Institute of Certified Public Accountants (MSCPA)

Personal

Alan is an accomplished Martial Artist and has studied classical Okinawan Karate since 1976 and has attained the rank of fourth-degree black belt.

Alan and his wife, Rebecca, have traveled extensively throughout Asia, including Hong Kong, Mainland China, and Thailand.

Contact Information:

Financial Management Associates, LLC
471 Andover Street
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948

E-Mail: alan.kenney@fmallc.com

Mark J. Hideriotis AIF AIF

Managing Director

Mark is an accomplished Financial Advisor with over 25 years’ worth of experience in both the Financial Services and Consulting industries.  As a trusted advisor to his clients, Mark serves as their guide through retirement planning, estate planning, investment management, tax strategies, and protection planning including life insurance and long-term care planning.

Mark is committed to the success of his clients and specializes in advising Doctors, Executives and Entrepreneurs.  Helping his clients through all stages of life, he possesses extensive experience working with investment and retirement accounts, executive compensation, and college savings plans.  Mark also empowers his clients through education and has led many seminars for leading New England college and university medical programs where he provided financial literacy to the Residents, Fellows, and Teaching Doctors.

Mark has a Bachelor of Science Degree in Management Information Systems with a concentration in Japanese from Babson College.

Professional Credentials and Licenses

  • Accredited Investment Fiduciary (AIF®)
  • FINRA Series 7
  • FINRA Series 66
  • Insurance Licenses – Life, Variable Life and Variable Annuity

Personal

  • Mark resides in southern New Hampshire with his wife, three daughters, and Miniature Australian Sheperd.
  • Like Alan, he is a life-long Martial Artist and has earned the rank of 4th degree black belt in Uechi-Ryu Karate.

Contact Information:
Financial Management Associates, LLC
471 Andover Street
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948

E-Mail:  mark.hideriotis@fmallc.com