Our Firm

Our representatives are independent financial advisors and therefore deliver objective and unbiased advice.

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Rob Davenport

Rob Davenport, CFP®, CLTC®

President
Telephone 502-394-0400
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Bio About Rob
Ken ONeil

Ken O'Neil, CLTC®

Co-Founder, Partner
Telephone 502-394-0400
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Bio About Ken
Jerry Kohler

Jerry J. Kohler

Senior Equity Strategist
Telephone 502-394-0400
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Bio About Jerry
     
Stephen Franklin

Stephen Franklin, M.B.A., CFP®, CFS, GEPC, LUTC

LPL Financial Planner
Telephone 502-394-0400
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Bio About Stephen
Andy Southworth

Andy Southworth, CFP®, CLTC® CRC®

Investment Planning Specialist
Telephone 502-394-0400
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Bio About Andy
Curry Nicholson Jr

J. "Curry" Nicholson, Jr.

LPL Financial Planner
Telephone 502-394-0400
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Bio About Curry
     
Kevin Leet

Kevin Leet, CRC®

LPL Financial Planner
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Bio About Kevin
Ashley Hembree

Ashley Hembree

LPL Financial Planner
Telephone 502-394-0400
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Bio About Ashley
Vicki Marchand

Vicki Marchand

LPL Financial Planner
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Bio About Vicki
     
Sally Smith

Sally Smith

Registered Sales Assistant
Telephone 502-394-0400
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Bio About Sally
   
     
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