McKee Investment Planning Integrity, Education & Experience

Individual Investors

  • Investment Management
  • Comprehensive Financial Planning
  • Mutual Funds / Equities
  • Retirement Planning
  • College Savings Plans
  • Portfolio Analysis
  • Insurance Review

Corporate Clients & Businesses

  • 401(k)/Retirement Plan Creation
    and Administration
  • Benefits Training for Employees
  • Business Consulting

Guidance You Can Rely On

Art McKee

Arthur McKee IV, M.B.A., CFP®

Art brings deep experience, careful planning, and straightforward advice so you always know where you stand and what your next steps should be.

Cassandra Gegenheimer

Cassandra Gegenheimer, Qualified 401(k) Administrator™, Registered Investment Advisor

Cassandra joined McKee Investment Planning in 2023. As a Registered Investment Advisor Representative for MIP, Cassandra currently handles retirement plan administration for our 401(k) plans and has earned the QKA® designation as a Qualified 401(k) Administrator™ from the from the American Society of Pension Professionals & Actuaries – www.asppa-net.org. Cassandra started her career in the financial world managing the Dental and Long Term Care insurance products at Florida Blue. Just prior to joining MIP, Cassandra excelled at the Federal Bureau of Investigation as a Special Agent investigating complex financial crimes.