Al Kaplan is a highly experienced Financial Representative with over 33 years in financial services. Al is a graduate of Washington University (St. Louis) School of Business and brings a wealth of knowledge and business experience to his clients. Upon graduation, Al served in the U.S. Marine Corps as a Pilot and Flight Instructor....
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Allan Watts began his career as a financial advisor in 2004.He holds Securities registrations Series 7 and 63 with LPL Financial and Series 65 with Keystone Financial Group, LLC as well as his Life and Health Insurance licenses in several states. He currently has the Certified Plan Fiduciary Advisor (CPFA), Accredited Investment Fiduciary (AIF),...
Brooke has lived in the Lexington/Nicholasville area all her life. She enjoys writing fictional novels, visiting peddler malls, marking off items from her bucket list, and spending time with family and friends. In 2015 she attended college as a full-time student at Eastern Kentucky University and was involved in eight clubs. She was awarded...
Brian is a native of Sarasota, FL. He moved to Cynthiana, KY in 2008 and graduated from Harrison County High School. Brian attended the University of Kentucky (UK) where he graduated with honors in Summa Cum Laude and obtained two degrees: Finance and Economics. Brian learned, throughout his studies, how the financial and economic...
Danielle Gerbracht was born and raised in Pasadena, California, and attended college at California Polytechnic University at San Luis Obispo. Danielle began her career in sales and marketing and then expanded her horizons, and utilized her skills to manage small and mid-sized winery tasting rooms and their events. She thrived and carried on to...
Gary is originally from Montana and moved to Lexington to attend the University of Kentucky. He received a B.A. in Finance and was 2 year team captain for the University of Kentucky Rugby Team. Gary began his career with A.G. Edwards where he spent 8 years before joining LPL and the Keystone Financial Group....
Originally from West Virginia, Gena came to Lexington in 1990 after graduating from Marshall University with a BA in Criminal Justice. She served as a member of the Lexington Police Department from 1990 until 2001 where she rose in rank to become the Sergeant of the Domestic Violence and Crimes Against Children Unit. She...
Grover received his undergraduate degree at Muskingum College and his MBA from Adelphi University in New York. In addition, he attended executive education programs at Wharton and Owen Business Schools. After a successful career in corporate marketing and strategic planning, Grover became a Financial Advisor. He holds his Series 7 and 63 registrations with...
Hunter is a native of Versailles, KY where he grew up working alongside his mom, dad, and twin sister in their 5th generation family business. Through this experience, he formed the “plan, adapt, and prosper” attitude of mind. Hunter’s focus is to help his clients plan a solid financial foundation, adapt to market changes...