Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.
Mary has more than 25 years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, classic rock music, cross-stitch, and a cup of Dunkin' Donuts coffee with a blueberry muffin! If you have a trivia question about the Beatles, ask Mary. But most of all, Mary and her husband, Kenny, love spending time with their four grandchildren.
She brings eight years of financial industry experience to her role. Lesley earned her bachelor’s degree in communications/public relations from the University of Kentucky. Outside of the office, Lesley is passionate about her family and friends. She is devoted to her 12-year-old Weimaraner, Buck, and she enjoys spending as much time on the lake as possible.
Married for 26 years to her best friend, mom to 2 awesome kids. UK & Bengals Sports Fan. Enjoys spending time with husband, son, and daughter. Loves to play pickleball, Tennis, music, concerts and always up to travel anywhere tropical.
Kristy brings experience in event planning and administration and is highly detail oriented. Outside of work, Kristy enjoys traveling and camping with her family.
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