Educating clients on financial planning for long and short-term goals is a passion for Jayme Nelson. She enjoys working with individuals and businesses who are conscientious about their finances and interested in partnering with an experienced advisor. Jayme credits her curiosity, creativity, and strategic planning skills as important elements of understanding her clients...
John is a financial advisor for Keystone Financial Group, a firm focused on wealth preservation, growth, and retirement planning. With over two decades in the investment planning industry, John has developed a vast knowledge base, strong integrity, and a loyal group of clients. He specializes in both individual wealth planning and small businesses to...
Mike Kretz is a co-founder of Keystone Financial Group (KFG), a comprehensive wealth management firm located in Lexington, KY. He obtained his degree in Economics from Centre College and began his career working as a financial advisor for Edward Jones in 2001. He left Edward Jones in June of 2008 to start KFG with...
Richard Slade is a native Cynthiana, Ky. He graduated from Eastern Kentucky University in 1996 with majors in chemistry and biology and a certificate to teach secondary education. RB always had an interest in the financial industry and changed his career direction. He joined Hilliard Lyons in 1997 focusing on developing a client base...
Sarah Hoffman is the Branch Operations Manager for Keystone Financial Group (KFG). A native of Danville, KY, Sarah began her career in the financial industry in 2003 as branch office administrator with Edward Jones Investments. During her five years with Edward Jones, Sarah played a vital role in developing the #1 office in Central...
Seward comes to Keystone Financial Group with twenty years’ experience as a broker with J.J.B.Hilliard, W.L. Lyons, LLC and LPL Financial. Through good markets and bad, he tailors his advice to each client’s specific needs and risk tolerance. He understands that now more than ever his clients need a steady hand to assist them...
Spencer is a native of Lexington, Kentucky and graduated from Dunbar High School. Following High School, he attended Asbury University obtaining a biology degree with chemistry minor and received the biology department award along with Magna Cum Laude honors upon graduation. After graduating from Asbury University, he attended UK Medical School and received a...
Website: sealsfinancialplanning.com Steve Seals is a Kentucky native and former US Marine whose career in the financial planning industry began in 2004. He holds a bachelor’s degree in accounting and has previously worked with and learned from the firms of Edward Jones, US Bank, University of Kentucky Federal Credit Union and CUSO Financial. When...
Timothy S. Jenkins is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Keystone Financial Group, a comprehensive wealth management firm located in Lexington, KY. Tim is a fee based advisor who has networked with a team of local CPA’s, attorneys, real estate agents, and life/health insurance specialists (not affiliated with LPL Financial) to assist his...
Toby Jenkins is a CERTIFIED FINANCIAL PLANNER™ who has been working in the financial industry since 1997. He is a fee based advisor, experienced financial planner, and Principal of Keystone Financial Group. His client base consists of pre-retirees, retirees, business owners and professionals. Toby specializes in wealth accumulation, retirement planning, and estate planning. Toby...