McKee Financial Resources Inc.

Brian McKee, the founder of McKee Financial Resources Inc., serves as a Wealth Management Advisor for Gladstone Institutional Advisory, LLC. With over 40 years in the financial services industry, Brian holds the designations of Registered Financial Consultant (RFC^®), Certified Kingdom Advisor (CKA^®), Dave Ramsey SmartVestor Pro, and is a proud member of the Ed Slott Elite Advisor Group.

Brian's expertise lies in Financial and Estate Planning, a crucial component of wealth management. His dedication to offering practical advice tailored to each client's unique situation and goals sets him apart. With a strong background in both investment and insurance, Brian shares valuable insights with individuals and business owners as they navigate the ever-changing economic landscape.

At the core of his practice, Brian genuinely cares about making a real difference in his clients' lives. He listens attentively to their concerns and crafts personalized financial plans that help them confidently prepare for the future. This client-focused approach ensures they're working together towards their objectives.

When he's not helping clients, Brian is a devoted husband to Connie and a loving father and grandfather. He enjoys spending quality time with his family, exploring and appreciating the great outdoors together.

David has been with McKee Financial since 2009 and is Wealth Management Advisor with Gladstone Institutional Advisory, LLC. David assists individuals and small companies with Financial and Estate Planning, while specializing in Wealth Management.

David holds a Bachelor of Science degree in Mechanical Engineering from Purdue University, and a Masters in Business Administration degree in Finance from the University of Southern Indiana.

David and his wife, Mandy, have three children. When not spending time with his family, David is active in his church community, enjoys reading, and playing golf.

Helping you make confident financial decisions so you can enjoy the life you have worked so hard to build.

Josh McGlothlin joined McKee Financial in 2018 and is a Wealth Advisor with Gladstone Institutional Advisory, LLC. With more than a decade of experience in financial services, Josh collaborates with individuals and families to help them make thoughtful decisions about the wealth they have worked hard to build.

Originally from Bloomington, Indiana, Josh and his wife, Teryn, recently fulfilled a dream of their own by making Southwest Florida their home. While maintaining close ties to his Midwest roots, experiencing this relocation firsthand gave Josh a unique appreciation for the families and professionals who work hard to build meaningful lives, and are now looking to establish their own next chapter in the Sunshine State.

Too often, successful individuals become so focused on earning, saving, and growing their wealth that they lose sight of why they were building it in the first place. Between demanding careers, family responsibilities, and competing life priorities, it is easy to focus so much on the numbers that the experiences and moments that matter most get pushed aside.

Josh believes true financial success should provide the freedom and confidence to enjoy life today while still preparing for the future. His process begins by understanding who the client is, how they are living today, if that version aligns with the vision they had, and where they want to go from here. By prioritizing what matters most, Josh helps clients with making decisions that support their long-term goals while enjoying the things they want along the way.

For Josh, building wealth is more than just money. The real value comes from being able to use the money with a purpose. This could be more time with family, starting a new endeavor, traveling, early retirement, giving, or simply having more flexibility in the choices ahead.

Outside of work, Josh and Teryn are raising their two children, Savannah and Jacob. They enjoy exploring Southwest Florida, traveling, and following their Indiana Hoosiers. Josh also enjoys getting in a round of golf whenever he gets the chance.

Cindi has been with McKee Financial since 2002. Those associated with our firm, especially clients, recognize Cindi as a genuine and sincere servant. Her duties and tasks are too many to list, but as the Director of Operations, she works not only with client servicing but also keeps the behind scenes follow-up running smoothly.

Having worked in office management for over 40 years, Cindi has vast experience with numerous office applications. She is highly qualified and motivated, as well as committed to accurately and professionally serve our clients.

Cindi and her husband, Mike, have one adult son, Paul. When not working, Cindi enjoys time with her family, cooking and baking, and is active in her church community.

Anthony joined McKee Financial as Operations Manager in 2019 and can sometimes be that cheerful and helpful voice you hear answering the office phone. Anthony is also responsible for processing operational tasks accurately and efficiently, educating our clients with online access to their accounts, marketing and website support, and providing high-quality overall service to our clients.

Anthony had the honor of serving in the United States Marine Corps from 2002 to 2007, with an 8-month deployment to Iraq in 2004. After being honorably discharged from the Marine Corps, Anthony and his family moved back to southern Indiana, where he spent the next seven years with Monroe County Central Emergency Dispatch. While there, he took care of 15 fire departments, 4 law enforcement agencies, and the ambulance service, and assisted residents of Monroe County in their time of need.

In 2014, he started a print shop in the basement of his home in Bedford. Over the next 5 years, he was able to take the print shop from the basement, to a downtown storefront, and later to its current location--a 7000 sq. ft. production facility. In 2019, he was able to successfully sell the print shop, and transition into the McKee Financial Resources team. He will be able to use his expertise in a process-driven, strong-execution environment to help clients successfully plan for their financial futures.

He has been blessed with three amazing boys who thankfully share his love for the outdoors and the arts. In his free time, he enjoys mountain biking, kayaking, watching plays, and ballroom dancing.