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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
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
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
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
Mike Hobbs – Keystone Financial Group Through careful listening and thoughtful strategic planning, Michael strives to help his clients seek and maintain financial independence Michael is a lifelong resident of Kentucky He earned his BS in Accounting from Murray State University, and his JD from the University of Louisville
Insurance – Keystone Financial Group KFG does not sell insurance However, as your qualified independent financial advisor, we can offer personalized reviews and recommendations on: Life insurance Disability insurance Long term care insurance Umbrella insurance Property and auto insurance Estate Planning