Our Team

Kelly has been a partner with Kaneski Associates for over 2 decades. She specializes in the field of financial planning, retirement, and investment strategies. She focuses her practice in working with physicians, specialists and other medical professionals. Kelly helps educate her clients on current financial issues and utilizes tax-advantaged strategies in all areas of planning. She is a prominent speaker who continues to provide seminars and workshops to many HMO’s, PPO’s and medical practices. She has created long lasting partnerships with Kaiser Foundation Hospital, The Permanente Medical Group, Sutter Medical Group, Sutter Independent Physicians, UC Davis and the UC Davis Residency Program.

Kelly graduated from the University of California Santa Barbara in 1986. She received her Chartered Financial Consultant^® (ChFC^®) designation in 2011 and her Chartered Advisor for Senior Living® (CASL^®) designation in 2014 from the American College. Kelly is a registered representative with NYLIFE Securities LLC and a Registered Investment Advisor through Eagle Strategies LLC. She is a Life & Top of the Table member of the Million Dollar Round Table (MDRT), a member of The National Association of Insurance & Financial Advisors (NAIFA) and Member FINRA.

Throughout her career, Kelly has had the honor and privilege of being mentored by her brother, Steve Kaneski, founder of Kaneski Associates. Steve was an industry leader. He was Council President in 2008 with New York Life and a consistent top 10 producer for over 25 years of his illustrious career. Kelly has coached hundreds of New York Life agents on the process and procedures created by Steve Kaneski on how to work effectively in medical community. She has also qualified for New York Life’s prestigious President’s and Chairman’s Councils for 21 consecutive years. 2018, 2019 & 2020 she has reached New York Life’s highest-level recognition of Chairman’s Cabinet, awarded only to the company’s 50 top performing agents in the country. She has achieved her Senior NYLIC, which was awarded for her 20 years of service with New York Life.

Kelly is passionate about community involvement. She has supported of the Serotonin Surge Charities in the Sacramento Region for over 20 years. Since 1999, this charity has raised over $4 million for Safety-Net medical clinics, the Cure Breast Cancer Organization, the Breast Cancer Research Stamp and the Serotonin Surge Thrive Scholarship Fund. She also supports the Sacramento “Light The Night” Leukemia & Lymphoma Society and the Performing Animal Welfare Society (P.A.W.S.).

Kelly is an avid golfer, a dedicated swimmer and enjoys traveling and spending time with family. She resides in Sacramento, California with her husband Michael Robinson M.D., a retired sports medicine physician with Kaiser Permanente and an aspiring gourmet, and their 2 energetic cats – Benzi & Darius.

To learn more about Blaine visit www.bkjfinancial.com.

To learn more about Ted visit www.financialstrategiesofca.com.

Adrienne is the Director of Operations for Kaneski Associates and the Executive Assistant to Kelly Kaneski. With over 20 years of experience, Adrienne is committed to providing excellent service and care for the Kaneski Associates’ clients. As a Registered Service Assistant and seasoned veteran in the Financial Services industry Adrienne has specialized in helping her top agents achieve their goals for their clients. With her impeccable attention to detail, problem solving skills and her vast product knowledge she is able to oversee all of the day-to-day operations, schedule client appointments, handle mutual fund investment trades and assist clients with their complex financial questions.

Adrienne first began her career in the financial services industry in November 2000; she obtained her life insurance license in 2004, her Series 6 & 63 licenses and became a Registered Service Assistant in 2014. Adrienne obtained her Notary Public Certification in 2017 and continues to further her career with ongoing education keeping her knowledge relevant and current.

Adrienne joined the Kaneski Associates Team in 2012 working closely with Steve Kaneski. In 2016 Adrienne secured the position as Office Manager for Kaneski Associates and began working with Kelly Kaneski in January 2018.

Adrienne continues to find her career challenging and rewarding. In her off time she enjoys working out, traveling and spending time with her son, Tyler.

Jonathan joined the Kaneski Associates team in 2016 and oversees the new business and client servicing operations. As a Registered Service Assistant, he supports the full scope of the financial solutions process, from application admittance and policy funding to supervising underwriting progression and contract delivery. Jonathan also enjoys being the first point of contact for portfolio servicing, and clients have come to rely on his personal attention and commitment to their ongoing financial needs.

Jonathan began his career in the financial industry over 20 years ago in Syracuse, New York. Beginning in 1998, he joined Chase Bank and worked there for over a decade, eventually becoming head supervisor of client relations within a retail branch. He has also worked in the mortgage servicing industry and later became an agent with New York Life in 2014. During that time, Jonathan acquired his Life, Health, and Accident Insurance license as well as his Series 6 and 63 securities licenses, all of which he maintains to this day. He is also a certified Notary Public. In October 2016, Jonathan moved to Sacramento, California where he continues to fully support Kelly Kaneski in her successful financial planning business.

Emily joined Kaneski Associates in December of 2018 with a background in the mortgage servicing industry. Emily is dedicated to providing excellent service to our clients and support to Kelly. With a focus on portfolio preparation and analysis, Emily ensures that Kelly is well equipped for each client meeting. Her experience in customer relations coupled with her expanding knowledge of the financial industry has made her an essential member of the Kaneski Associates Team.

In her off time, Emily enjoys sewing, gardening and spending time with her husband Michael and their 2 sons Jacob and Ian.