Our entire firm benefits from the expertise of our centralized leadership. This team is the backbone of our operations, investment strategies, and client service across all locations, including Greenwood.

Cindi Wolf (Director of Operations): Cindi is the backbone of the group. If a client needs something, she is the one doing the lifting, ensuring all client needs are handled efficiently.
David Diekmann, MBA (Director of Investments): David Diekmann, MBA, serves as both a Wealth Management Advisor and our Director of Investments. Working closely with C. Brian McKee, RFC®, CKA®, and Joshua McGlothlin, David contributes to the investment strategies presented to clients. While David and Josh typically develop portfolio recommendations, Brian maintains final oversight to ensure consistency with our firm’s values and long-term approach.
Anthony S. Owens (Operations Manager): Anthony supports all four McKee Financial Resources locations, with most days spent in the Bloomington office. Many of the technical reports, articles, and educational resources found on our website, Facebook page, and LinkedIn were written by him. He is often the first point of contact when clients call in and helps ensure communication across the firm remains clear, consistent, and client-focused.