Corporate Executives

Success Story
Rob and Ann McKee

For corporate executives, many questions come to mind when evaluating their financial assets. Can I retire early? How should I invest? How can I pass on my assets to my children? As a busy corporate executive, it is a challenge to answer so many questions when determining options, not to mention there are so many options to consider.

Kanaly client Rob McKee is a great example of a corporate executive facing these same questions. In 1989, Rob came to us to help him review his investment options, while incorporating his personal and family goals. As a successful, well-established executive for ConocoPhillips, Inc., he recognized the importance of starting early to determine the next steps in planning for the future.

A major long-term goal for Rob and his wife Ann was to have the ability to continue their charitable giving. As a family, the McKees are very involved in their community. They not only provide financial support, they personally get involved with and get to know the organizations they contribute to. It is very important to them to do charitable work as a family, and to ensure that their children and future generations remain involved in community-based efforts. To achieve this goal, Kanaly guided them in creating the McKee Family Foundation.

The Foundation has presented vast opportunities for supporting a diverse number of organizations, efforts and causes. It is a vehicle for the McKees to teach future generations the importance of philanthropy. Today, the children are actively involved in the decision-making for the Foundation. At Kanaly, we host the Foundation’s annual meeting at our office and provide advice and ongoing support concerning its financial needs and goals.

The McKees’ philanthropic goals were not the only ones we supported. We assist Rob and Ann with the ongoing review of their stock options and alternative investment purchases. We continually review market trends on their behalf and we work closely with their accountant to ensure the best financial decisions are being implemented for them.

Looking out for the best interests of our clients and helping them to review all options is key. When Rob was appointed by President Bush in September 2003 to be the Senior Advisor to the Iraqi Oil Ministry, we were there to help Rob file mandatory paperwork with the government. We worked on his behalf to make sure all details were considered and taken care of.

Through early planning and establishment of his asset goals, Rob was able to retire early and then continue working with various board and consulting positions. He and Ann also now have time to watch their children and grandchildren grow the McKee Foundation and take pride in their efforts to engage in making a difference.

At Kanaly, we are proud to be able to continue supporting the McKee family and their wishes for the future.