Our Story

Keystone Financial Group (KFG) was founded in Lexington, Kentucky in June of 2008. The vision of the founding partners was to become an independent firm where the focus is centered on the client. Being an Independent firm means KFG advisors have access to objective research and a variety of investment opportunities to meet each client’s investment objectives. In doing so, we offer a wide range of financial services to help strategically plan, preserve and proactively manage our client’s assets for the short and long term.

KFG Advisors use the EGPRIM Process:

  • E – Establish a time to review your financial situation.
  • G – Gather the necessary personal, financial, and insurance information.
  • P – Process, allow your KFG advisor to process the information.
  • R – Recommend strategies and solutions unique to the situation.
  • I – Implement strategies per client’s request [fees may occur].
  • M – Monitor investments to ensure wealth is strategically managed/preserved.
June 2008

KFG opens first office in Lexington

April 2013

Opened the Leitchfield Office

April 2014

KFG forms a SEC Registered RIA

June 2014

Opened the Somerset Office

May 2017

Opened the Mt. Sterling Office

January 2019

Opened the Ashland Office

March 2019

KFG Passes $1 billion in AUM

January 2020

Opened the Salem Office

November 2021

KFG Passes $2 billion in AUM

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Mike Hobbs

Financial Advisor

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Valerie Farris

Executive Assistant

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Mike Kretz

Financial Advisor

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Tim Jenkins, CFP®

Financial Advisor

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Toby Jenkins, MS, CFP®

Financial Advisor

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Al Kaplan

Financial Representative

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Allan Watts

Financial Advisor

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Brooke Russell

Client Relationship Manager

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Brian Davis

Financial Advisor

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Danielle Gerbracht

Financial Advisor

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Gary Anderson, AAMS®

Financial Advisor

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Gena Collias

LPL Registered Financial Assistant

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Grover Mollineaux, AAMS®

Financial Advisor

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Hunter Boyd

Financial Consultant

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Jill Gookin

Client Relations Manager

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John Schaefer

Financial Advisor

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Nathan Bay

Financial Advisor

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Mike Kretz

Financial Advisor

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Richard Slade

Financial Advisor

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Sarah Hoffman

Branch Operations Manager

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Seward Totty

Financial Advisor

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Spencer Templin

Financial Advisor

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Steve Seals

Financial Advisor

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Tim Jenkins, CFP®

Financial Advisor

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Toby Jenkins, MS, CFP®

Financial Advisor

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Sean Melican

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Joel Godby

Financial Advisor

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John E. Morton

Financial Advisor

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Adam Richardson, AAMS ©

Financial Advisor

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Gene Richardson

Financial Advisor

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Khristie Bastin

Client Services Associate

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Scott Morrison

Financial Advisor

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Susan Garrett

Financial Assistant

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Jason Berry

Financial Consultant