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
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Bio About Ken 		Jerry Kohler

Jerry J. Kohler

Senior Equity Strategist
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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
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Bio About Andy 		Curry Nicholson Jr

J. "Curry" Nicholson, Jr.

LPL Financial Planner
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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
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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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