Our advisors

John Duerr

CFP®

Private Wealth Advisor

Business Financial Advisor
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Our team

Ann Duerr

Ann Duerr

Client Concierge

Personal Intro

Mother and Grandmother

Favorite Vacation: Anything Disney

Qualifications

  • Bachelor of Arts, Centre College 1969
  • Master of Education, University of Louisville, 1976

Roles & Responsibilities

  • Provides office management
  • Insures that clients needs are anticipated and resolved
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Kelli Simpson

Kelli Simpson

Client Service Specialist

Personal Intro

Mother and family chauffeur

Loves spending time with family and friends

Qualifications

  • Background in Media, Accounting and Radio Advertising
  • Holy Cross High School
  • Jefferson Community College

Roles & Responsibilities

  • First point of contact
  • Provides client service and marketing support
  • Notary
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