Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

James R. Brown, CFP®

Senior Vice President - Wealth Management
Financial Advisor
270-441-8403

email




Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MI, MO, MS, NC, NJ, NY, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, VT, WA

Jamey R. Brown, CFP®, CEPA®

Retirement Plan Consultant
Certified Exit Planning Advisor (CEPA®)
270-441-8427

email




Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Daniel C. Brown, CFP®, CEPA®

Senior Vice President - Wealth Management
Retirement Plan Consultant
Certified Exit Planning Advisor (CEPA®)
270-441-8422

email




Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Kristy S. Taliaferro

Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
270-441-8405

email




Registered States:
KY, MI

Adrienne Brown Yeager

Senior Wealth Strategy Associate
270-442-6730

email




Registered States:
KY