Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Gary

President & Founder

(606) 528-4020

606-526-1764

[email protected]

Licenses Series 6-Investment Company Products/Variable Contracts Limited Representative Series 63-Uniform Securities Representative Series 65-Uniform Investment Advisor Insurance Licensed in Kentucky

Andy

Vice President

606-528-4020

606-526-1764

[email protected]

Andy received his Bachelor of Science in Accounting from University of the Cumberlands in May 2010. He has been working with the firm since 2003 in a Tax Associate position. He is an enrolled agent licensed to practice in the state of...

Sarah Moody

Secretary

[email protected]

Sarah is currently finishing her Associates in General Studies, and will be starting her Bachelors of Business Administration in Finance for the spring semester of 2018 at Eastern Kentucky University. She is currently an honor roll...