Team
Rob Davenport, CFP®, CLTC®
CERTIFIED FINANCIAL PLANNER™, Chief Executive Officer
It has always been very important to me that the advisors of this firm keep their client’s interest first. I believe in maintaining a high degree of integrity at all times, setting the standard for Kentucky Planning Partners...
Our team delivers comprehensive financial planning, wealth management, risk assessment and other services that benefit our clients. We have a business model that is systematized to " deliver on our promise" of giving top notch service....
As a Financial Advisor on Rob Davenport and Ken O'Neil's team, I find great joy in serving our clientele, whether that be by building a financial plan and identifying comprehensive strategies, providing high touch service to a client...
As the Operations Manager - I take pride in providing the best client experience along with superior support to the financial advisor's and my team Robert Davenport, Ken O'Neil, Eric Poole, Angela Zachman, Ben Hopper and Marty Walthers...
Bradley G. Barnett, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner Investment Advisor Representative
Simply stated, I am a trustworthy, analytical counselor and money manager. Since 1977, I have conscientiously avoided conflicts of interest and strived to do the right thing for my clients. Living up to this guiding principle has led...
William L. Ralston, III, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner Director of Corporate Retirement Planning Services
William Ralston ADV 2(b) Brochure I strive to provide clients with premier levels of personalized financial planning and related financial services. I do so with constant attention to maintaining the highest levels of integrity,...
Eric Poole, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ Practitioner Investment Advisor Representative
502-394-0414
I find great joy in helping people map out their financial dreams, whether that be for retirement, college expenses, or a major purchase. Together, my clients and I design and implement comprehensive client-focused investment plans...
Michael McCulloch, CFP®, MBA, CRPS®
CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative and Dave Ramsey SmartVestor Pro
502-394-0414
As a Financial Planner with Kentucky Planning Partners, my role is to help clients manage their financial resources today so they can live the life they want tomorrow. Dedicated to the highest ethical standards, I seek to provide...
Whayne Porter, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Investment Advisor Representative
502-394-0414
What is a client? I believe that our clients are the most important people in this office, in person, on the telephone, or by email. I believe that our clients are not an interruption of our work, rather the purpose of it. We are not...
Stephen Franklin, M.B.A., M.R.E., M.Div., CFP®, RICP®, CEP
CERTIFIED FINANCIAL PLANNER™Practitioner Investment Advisor Representative
I limit my practice exclusively to serving the very special needs of the retired. The retirement years are designed to be the pinnacle of life, and yet there are many threats and risks to prudent financial management during this...
For over 2 decades I have dedicated myself to helping my clients address their financial goals by providing insight, diversification, and comprehensive planning. My clients' financial well-being has always come first and helping them...
My career of over twenty two years in the financial services industry has been dedicated to helping clients pursue their financial goals and assisting financial advisors with business growth and development. I’m committed to...
Experience shows that most have underfunded goals – I work to bridge the gap between where you are and where you want to be. That reward is why my practice is geared toward building long-term relationships that help families...
I believe success should be measured not just by your financial well-being, but by how confident you feel about the future. My mission is to help you reach your financial goals through a relationship based on personalized advice,...
I believe one of my most important responsibilities is to understand my clients and to help them understand their financial plan. During turbulent markets, this understanding of what is going on helps reduce stress on all sides. My...
Introduction I am committed to maintaining the highest standards and professionalism in my client relationships. My goal is to provide my clients with a true understanding of the investment products I recommend. I focus on the...
My philosophy is " Your Needs Come First ". My goals as your LPL Financial Planner are: 1) To always look out for your best interest. 2) To treat you and your family with care and respect. 3) To take the time to listen and understand...
I joined Kentucky Planning Partners in September of 2016. I am fairly new to the financial industry but was recently employed at Ellison Noonan Wealth Management as the Director of First Impressions. Most of my career was in retail...