Our advisors

Our team

Kimberly M. Whaley

Kimberly M. Whaley

Client Relationship Manager

Personal Intro

Kim is an avid UK fan and spends any free time she can find with her daughters, Kaitlyn and Elena.

She also previously served in the Army Reserves (thanks for your service, Kim!).

Qualifications

  • B.S. from Morehead State University
  • MBA from Thomas More University
  • Series 7 and 63 securities licenses

Roles & Responsibilities

  • Manages the client on-boarding process to ensure a smooth transition.
  • Educates clients on the use of our online client portal, "Secure Site".
  • Coordinates the work flow for insurance needs.
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Jenna N. Sharp

Jenna N. Sharp

Client Concierge

Qualifications

  • 2015 Northern Kentucky University Graduate

Roles & Responsibilities

  • First point of contact for clients
  • Assists clients with scheduling and service needs, with an emphasis on creating and delivering a unique client experience.
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Mary B. Smith

Financial Planning Assistant

Personal Intro

Mary has over twenty years of administrative experience supporting high level executive staff in the financial services industry. She and her husband, Kenny, live in Taylor Mill and enjoy spending time with their children and grandchildren.

Roles & Responsibilities

  • Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice and providing executive summaries.
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