195 Kentucky Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
For more than 25 years, Rowena has been dedicated to her clients by developing strategies to invest, manage and transfer wealth. She takes much pleasure and interest in getting to know her clients’ life stories and advocates for...
Non-Licensed Administrative Assistant
A recent graduate of the University of Kentucky, Blake brings a level of youth to a very experienced table. For the last year, he has been working close with the firm’s advisors to gain a professional outlook on the world of...