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		 George Childress III

George V. Childress III, CFP®, AAMS®

Chief Investment Officer
Telephone 502-638-4846
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Bio About George
     
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
     
Joyce Perry

Joyce Perry, CLU®, ChFC®

Telephone 502-394-0400
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Bio About Joyce		 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
Telephone 502-394-0400
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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		 Renee Kuhlman

Renee Kuhlman

Client Relationship manager - Louisville Office
Telephone 502-394-0400
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Bio About Renee		  
     
     
     
     
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