John Williams, Jr., CFP®, CIMA®, CRPC®, CPWA®, AAMS®
Managing Director – Investments
Private Wealth Financial Advisor
Chartered Advisor in Philanthropy
Email John
270-908-2218
Amy M Roof, CFP®, CRPC®, CIMA®, RICP®
Senior Vice President—Investments
Financial Advisor
Chartered Advisor in Philanthropy®
Email Amy
270-908-2209
Larry H. Beisel
Senior Vice President - Investments
Financial Advisor
Email Larry
270-684-6823
Travis Taylor
Vice President – Investments
Financial Consultant
Email Travis
270-908-2208
Beth Akin, AAMS®, CRPS®
Senior Registered Client Associate
Email Beth
270-908-2210
Rebecca Bell, AAMS®, CRPC®
Senior Registered Client Associate
Email Rebecca
270-908-2211
Kacey Key
Senior Client Associate
Email Kacey
270-908-2205
Amber Convington
Client Associate
Email Amber
270-684-6823
Our team recognizes the importance of having a trusted advisor to provide sound financial advice and guidance as questions arise. If you have a friend or family member who has a simple question, or if they need assistance with comprehensive investment planning, we are happy to meet with them to answer their questions and to determine if there is a mutual fit for an ongoing advisory relationship.