Our Team

Steven Kaneski Headshot

Founder & Financial Services Professional

Steven R. Kaneski, MSFS

steve@kaneskiassociates.com
(916) 774-6250

Steven R. Kaneski, MSFS, and the financial professionals at Kaneski Associates have over 60 years combined of financial expertise in meeting the financial services needs of physicians and other members of the medical community. Kaneski Associates has helped thousands of physicians and medical professionals establish and implement custom solutions tailored to their unique financial situations, and have enjoyed a long-lasting partnership with many leading HMOs, PPOs, and medical practices. As a financial professional focusing on physicians and medical professionals, Steve understands the rigors and demands of the medical community. As an astute mentor and investment counselor, Steve has spent essentially the whole of his career working tirelessly to help physicians and their families achieve their financial needs and goals. Additionally, Steve is a highly sought after speaker. His financial Acumen and presentation style have garnered him invitations to address audiences across the country, and he has been interviewed by and featured in multiple financial publications including Smart Money, BNET/CBS Market Watch and Life Insurance Magazine, and the NYLife Review. He has personally conducted hundreds of financial education workshops and presented to well over 10,000 medical professionals in the U.S. and abroad.

Steve is the former Chairman of the Advisory Board of Directors with New York Life Insurance company, a Lifetime Member, Top of the Table of The Million Dollar Round Table, a Member Agent of the Nautilus Group, an exclusive planning service for the top performing agents of New York Life, a Registered Representative with NYLIFE Securities LLC, Member FINRA, and a top member of New York Life’s Chairman’s Cabinet, the highest NYL distinction, for the previous 23 consecutive years. Behind this finance expert and business guru lies a devoted family man, history buff, and gardening enthusiast. Steve resides in Loomis, CA with his three beloved children Mason, Scarlet, and Aidan.

Michelle Woodard Headshot

Personal Assistant to Steve Kaneski

Michelle Woodard

Phone:
Fax: (888) 509-1790

Bio coming soon!

Kelly D. Kaneski Headshot

Financial Services Professional

Kelly D. Kaneski, ChFC®, CASL®

kelly@kaneskiassociates.com
(916) 258-7339

Kelly has more than 18 years of experience as a financial professional with Kaneski Associates and as an Agent with New York Life Insurance Company (NYLIC). Her goal is to assist physicians and medical professionals in identifying their short and long term goals; whether it is to protect the family during the working years, fund children’s college education, or guarantee retirement security. Through building a solid financial plan and mapping out a strategy to meet their goals, Kelly helps her clients gain peace of mind that comes with knowing they are in control of their financial future.

Kelly specializes in working with physicians, specialists, RNs, and medical professionals. She has had long lasting partnerships with many leading HMO’s, PPO’s, and medical practices.

She is passionate about supporting the Serotonin Surge Charities in the Sacramento Region. This charity donates to Safety-Net medical clinics, the Cure Breast Cancer Organization, the Breast Cancer Research Stamp, and The Serotonin Surge Thrive Scholarship Fund.

In addition to her community involvement, Kelly is a Life & Qualifying Member of Million Dollar Round Table, a Member of New York Life Presidents Council 2017, and a member of The National Association of Insurance & Financial Advisors. She is a registered representative with NYLIFE Securities LLC and a registered Investment Advisor through Eagle Strategies LLC.

Kelly is a graduate of the University of California Santa Barbara. She is a golfing enthusiast and enjoys swimming and traveling. She is married to Michael Robinson M.D., a sports medicine physician with Kaiser Permanente and they reside in Sacramento, California.

Blaine Johnson Headshot

Financial Services Professional

Blaine K Johnson, LUTCF, CLTC

blaine@kaneskiassociates.com
(916) 781-7493

Blaine Johnson is an agent with New York Life Insurance Company, a member agent with The Nautilus Group®, a service of New York Life, and a financial professional with nearly a decade of industry experience. He specializes in providing financial and insurance services for professionals and business owners. By focusing on a particular clientele, he can provide a customized approach that responds directly to the specific needs of clients.

Passionate about education, Blaine is a Life Underwriter Training Council Fellow (LUTCF®) and holds the Certified Long-Term Care designation (CLTC®). As a LUTCF®, he has a thorough understanding of the insurance industry and how it can impact and integrate with his clients’ financial strategies. With the CLTC® designation, he is highly trained in long-term care and the intricacies that go into long-term care planning. In helping you solve your needs, he works closely with other professionals, including elder law attorneys. Blaine also holds a Bachelor’s degree from California State University of Chico and is a member of the National Association of Insurance and Financial Advisors (NAIFA).

A native Northern Californian, Blaine currently resides in Roseville and works with clients throughout Sacramento and the Bay Area, as well as Southern California, Arizona, Nevada, and Washington. He is a loyal fan of the San Francisco 49’ers and the San Francisco Giants, and he supports the local non-profit Serotonin Surge.

Scott Goodyear Headshot

Agent

Scott Goodyear

scott@kaneskiassociates.net
Phone: (916) 774-6250
Fax: (916) 783-8674

Scott brings more than 9-years experience as an Agent with New York Life Insurance Company (NYLIC) and a Financial Professional with Kaneski Associates. Scott has more than 1,500 clients that work with the State of CA as well as in the Medical and Nursing communities. Scott makes a meaningful difference for his clients by assisting them to financial success and retirement.

  • Registered Representative with NYLIFE Securities LLC
  • Member, National Association of Insurance & Financial Advisors (NAIFA)
  • Member, New York Life Presidents Council
  • Member, Million Dollar Round-Table
  • Bachelor of Art, Christian Ministries, Asbury University, Wilmore KY

Scott lives in Roseville California with his wife Erika and their daughter Amelia and son Ezra. He enjoys spending time with his family and friends. He also actively participates in kid’s school and church community.

Christopher C. Flaten Headshot

Agent

Christopher C. Flaten

chris@kaneskiasociates.com
Phone: (916) 774-6228
Fax: (916) 786-6237

Bio coming soon!

Adrienne Frazier Headshot

Office Coordinator & Registered Service Assistant

Adrienne Frazier

adrienne@kaneskiassociates.com
Phone: (916) 781-7414
Fax: (888) 509-1790

Adrienne has been in the Financial Services Industry since 2000 and has been a licensed service assistant since 2004, working for another New York Life agent.

Adrienne joined the Kaneski Associates Team in September 2012 where she processes all new business Life Insurance applications, follows each case through the underwriting process, and services existing life insurance business.

Jake Hanson Headshot

Licensed Service Assistant

Vanessa Beechler

vanessa@kaneskiassociates.com/a>
(916) 781-7493

Vanessa is the office manager and liaison for Blaine Johnson’s clients. With more than two decades of experience in the insurance industry, she has a thorough knowledge of the services provided to clients and the resources to help them pursue their goals.

As a Licensed Service Assistant, she wears many hats in the office. Along with managing the office, scheduling appointments, and overseeing all operations, she also assists clients with questions regarding their accounts, expediting processes for quick turnaround and smooth transactions. She is currently studying to obtain her FINRA Series 6 and 63 securities licenses to expand her knowledge of and abilities within the financial services industry.

Vanessa’s number one priority and goal is to ensure clients always have the best experience. Her dedication to excellent customer service is immediately apparent to clients from the moment they walk in the door and are greeted in a friendly manner.

Lisa Garvey Headshot

Licensed Service Assistant

Lisa Garvey

Phone: (916) 774-6204
Fax: (888) 509-1790

Bio coming soon!

Janice Goodyear Headshot

Office Assistant

Janice Goodyear

Phone: (916) 774-6250
Fax: (916) 783-8674

Bio coming soon!