Our Team
A focused team of licensed professionals committed to helping you make clear, confident retirement decisions.
Leadership
Visionary & Integrator
Founder
Kenney is the founder of Be Wealth, where he helps people turn financial complexity into clear next steps. He focuses on coordinating tax strategy, protection planning, funding, and legacy priorities so everything works together. Clients appreciate his plain-English style, documented action plans, and steady follow-through alongside trusted tax and legal professionals.
Retirement Plan Strategist
Co-Founder
Jaquez is a Wealth Strategist who helps faith-based leaders and business owners simplify complex money decisions and build a clear plan. He focuses on retirement planning, tax-smart strategy, and cash flow design, with an emphasis on protection and long-term stability. Clients appreciate his values-driven approach, plain-language guidance, and practical next steps they can use today.
Tax Strategy
EA, Advanced Tax Strategist
Rebecca is an Enrolled Agent and Advanced Tax Strategist with over 13 years of experience in proactive, year-round tax planning. She helps clients stay compliant, improve cash flow, and align tax decisions with long-term retirement and estate goals, while representing taxpayers before the IRS when needed. Clients appreciate her clear explanations, practical options, and steady updates as tax rules change.
Licensed State Professionals
Availability varies by state. Submit a request and we'll match you with the professional licensed to serve where you live.
How connecting with our team works
Kenney, our founder, is the only team member you can book directly, pick a time on his calendar. For everyone else, including our licensed state professionals, submit a request through our contact form and Kenney will personally review it, match you with the right professional for your state, and reach out to schedule a time.
Book directly with Kenney