Beth Akin

Beth Akin

  • AAMS
  • CRPS
  • Senior Registered Client Associate

My focus is service worthy of your trust.

Education & Professional Achievements
  • More than 28 years in financial services
  • Bachelor’s degree in Business Administration, Murray State University
  • Chartered Retirement Plan SpecialistSM, College of Financial Planning
  • Accredited Asset Management SpecialistSM, College of Financial Planning

Personal

Children: Will & Clay




CA Insurance LIcense 0K70656 - Resident State KY
Rebecca Bell

Rebecca Bell

  • AAMS
  • CRPC
  • Senior Registered Client Associate

My focus is efficiency and service to clients.

Education & Professional Achievements
  • More than 18 years in financial services
  • Associate of Applied Science Accounting, Shawnee Community College
  • Accredited Asset Management SpecialistSM, College of Financial Planning
  • Chartered Retirement Planning CounselorSM, College of Financial Planning

Personal

Husband Jason and stepson Chandler



CA Insurance License: 0K64274 - Resident State KY