John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 30 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries. John is co-author of a Quarterly Wealth Management and Financial Planning Newsletter which is distributed to clients across the country. He actively analyzes and updates ideas and investing on $treet-¢ents.com, a community blogsite and writes regularly for Credit.com as well as Investopedia. John appeared on Wharton's Your Money, Live on Sirius Satellite Radio multiple times along with Good Morning America as the winning planner for ABC's Frugal Family Challenge, co-sponsored by USA Today. John began his financial planning career 30 years ago in Dallas, and resides there with his wife, Pamela, and children, Sophia and Pierce.
Donald W. Capone III, CFA
Donald W. Capone III, CFA, currently has over 14 years of market experience as both the Head Trader and Portfolio Manager for J.K. Financial, Inc. Donald has been part of the J.K. Financial Team since 2002. Prior to 2002, Donald served as an Intern for J.K. Financial during the 4 years he attended college. Donald graduated from The University of Texas McCombs School of Business, with a Bachelor of Business Administration with a concentration in Finance. Since graduation, Donald has helped develop and implement J.K. Financial’s portfolio allocation process. Donald has used the tools and knowledge he learned from both his undergraduate degree and time in the CFA program to help develop a greater understanding of the allocation and valuation techniques required to effectively manage a complete portfolio. When Donald is not behind the computer screens researching the next investment idea, he can be found spending time with his wonderful wife Randi, sons Asher and Isaac, and their dog Charley. Also an avid golfer, Donald enjoys getting in a round or two after hours at one of the many local courses.
Jennifer Hill, Operations Manager
Raised in Long Island and after spending half of her college years in Pennsylvania and the remaining back in New York.
After a multi-year stent in real estate with a family member, and then a two-year advertising job representing a famous (and fun) rum – the Financial World of New York was calling.
Working her way up from a starter position in documentation at Deutsche Bank then on to Option settlement, finally to end up at the High Net Worth phone bank (AKA High Maintenance Desk) – after six years a move was in the cards.
Ten years at HSBC in product control and dealing with the great financial crisis first hand, the two hours each way commute was too much, and a move to Dallas were in the cards.
With a spouse that formerly was a professional baseball player, now a fireman for an area town, Dallas is the new home of four years.
Back Office Team
Without our fabulous team supporting us, we could not be as efficient as we are. No situation is too complicated, no item too small. We thank you for your constant help each and every day.