Adrian Kennedy is a Tax Advisor at The Retirement Planning Group. She brings a diverse background in financial services, having worked as a Financial Services Representative, and has extensive experience in tax preparation, tax research for individuals and tax professionals, and tax software support. In her role at TRPG, Adrian applies her skills from both the financial services and tax fields to help clients minimize their tax burdens while making informed financial decisions.

Adrian holds both a Bachelor’s and Master’s degree in Accounting and has earned her Series 7, 63, and 65 licenses. She is also working towards becoming a Certified Financial Planner (CFP), with the goal of assisting clients not only in tax preparation and planning but also in navigating the broader financial planning process. Inspired by her grandmother, who dedicated her life to helping others as a nurse, Adrian is driven by the desire to educate and empower her clients.

In her free time, Adrian enjoys sports, music, food, and engaging in friendly competitions. She currently resides with her family of one, without children or pets.