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Keystone Financial Group – Where the focus is centered on the client Becoming a Keystone Financial Group Client means that we strive to put our clients first and focus on the foundation of their individual needs We build our independence by partnering with LPL as the custodian for client assets
Tim Jenkins, CFP® – Keystone Financial Group Timothy S Jenkins is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Keystone Financial Group, a comprehensive wealth management firm located in Lexington, KY
Brian Davis – Keystone Financial Group Prior to his move to Keystone Financial Group, Brian began his career in the financial industry at Fifth Third Bank He learned many skills, but most importantly how to interact and service people from diverse financial backgrounds Brian holds his Series 7 license through LPL Financial and his Series 66 license through Keystone Financial Group
Investment Management – Keystone Financial Group Successful short and long-term financial strategies require diligent and proactive investment supervision KFG investment team will: Discuss your investment goals, experience, timeline, risk tolerance, and more
Lexington – Keystone Financial Group Her interpersonal skills and client focused approach in financial services, non-profits, and retail have uniquely positioned each organization for growth through client confidence At Keystone Financial Group, she enjoys working with the KFG team to help clients pursue their financial goals
Bruce Lindsay, CFP, MBA – Keystone Financial Group Bruce became a Certified Financial Planner in 1987 and has enjoyed using his 40+ years of experience to help individuals, families, and small businesses identify, coordinate, and simplify their pursuit of an improved financial future