Begin The Journey
About KK&B
Financial Services
Book a consultation with one of our retirement experts to secure your financial future. Get personalized advice tailored to your unique retirement goals. Schedule now!
Built on Trust. Focused on You.
Founded in Southwest Florida in 2013, KK&B Financial Services has grown from a local firm into a trusted financial services company with five offices and licenses in multiple states. While our reach has expanded, our commitment has remained the same: helping individuals and families build more confident financial futures.
As an independent agency, we are not tied to any single financial or insurance company, brand, or product. This independence allows us to work with many of the industry’s leading financial and insurance providers and explore a broad range of products and strategies to find solutions that align with your goals, priorities, and financial needs.
We believe financial guidance should be about people, not products. That is why we do not charge our clients fees for our services. Our focus is on understanding what matters most to you and helping you make informed decisions that can have a meaningful and lasting impact on your future.
For more than a decade, our growth has been built on the trust and success of the clients we serve. When you succeed, we succeed.
We look forward to earning your trust and working with you for many years to come!
Brad Liebe
President
Your Financial Services Team
Brad Liebe, President
(239) 671-9081 / (559) 899-9115
Works with all 50 states.
Brad grew up in Waupaca, Wisconsin, and attended North Central University in Minneapolis, Minnesota, before earning his graduate degree from Vanguard University in Costa Mesa, California.
With an executive management career spanning the United States and internationally, Brad has served in leadership roles across both nonprofit and corporate organizations. In 2013, he founded KK&B in Southwest Florida with a vision for helping individuals and families protect their financial futures. Since then, the company has grown significantly, helping protect millions of dollars in retirement assets annually and expanding its presence with offices in Florida, Kentucky, Wisconsin, and California.
Brad is also an accomplished corporate trainer and motivational speaker, recognized internationally for his commitment to excellence, leadership, and building successful teams. Throughout his career, his focus has remained on developing people, strengthening organizations, and helping others achieve greater financial security and personal growth.
Brad has been married for more than 35 years, has three married children, and is now enjoying one of his favorite roles yet: being a grandfather.
Corey Baker, Retirement Specialist
(239) 841-4257 / (859) 880-2164
Indiana, Kentucky, Ohio, Illinois, Wisconsin, Florida, Tennessee, West Virginia, Missouri, California, & Georgia
Corey is originally from the Chicago area and is the proud dad of two daughters.
In 2017, Corey relocated to Lexington, Kentucky, where he has built a career helping individuals and families throughout the Midwest make confident decisions about their finances and retirement. He is passionate about simplifying complex financial concepts and helping people create greater security, clarity, and confidence as they plan for the future.
Corey is also a best-selling author, accomplished motivational speaker, podcast host, and health and wellness coach. At the center of everything he does is a genuine passion for connecting with people and helping them move toward the life they want to create.
Outside of work, Corey loves traveling throughout the United States and pursuing one of his lifelong passions: bowling. And when he’s not working, traveling, or at the lanes, there’s a good chance he’s watching the Cubs or Bears and convincing himself that this might finally be the year.
Brandon Liebe, Retirement Specialist
(262) 278-5209
Wisconsin, Illinois, Iowa, Michigan, Minnesota, Florida, & California
Brandon is a husband and proud father of four. Raised in a small town in Central Wisconsin, he earned his bachelor’s degree from North Central University in Minneapolis, Minnesota.
A natural “people person,” Brandon genuinely enjoys building relationships, understanding the needs of others, and finding meaningful ways to help. Having served in and led nonprofit organizations of various sizes, a commitment to serving people has remained at the heart of his career.
Brandon has worked in the insurance and financial services industry for several years, where his focus on understanding each client’s individual goals has helped him become a trusted and sought-after resource. He takes pride in helping clients make informed decisions and achieve meaningful results as they plan for their financial futures.
While Brandon still enjoys reminiscing about his “glory days” as an athlete, he has happily transitioned into coaching the next generation. Today, you’ll often find him coaching his kids’ basketball, track, and cross-country teams.