Adam is an Accredited Asset Management Specialist and began his career in the financial services industry in 2004 after obtaining his degree in Finance from Western Kentucky University. His clients consist of retirees, business owners, teachers and professionals. Adam enjoys helping his clients implement strategies to build wealth through a customized plan tailored to...
Gene began his career in the investment business in Florida in 1983. He relocated to Somerset, Kentucky in 1987 to be near family. With over 30 years of experience, Gene is extensively trained in financial, retirement, and estate planning. Whether your needs are for increased income, tax savings, building wealth for education and retirement,...
Khristie began her career in the financial services industry in 1998. She is well known for her attention to detail and excellent customer service. Khristie is a native of Pulaski County and currently lives in Somerset with her husband Eddie and their three children; Justin, Jared and Josie. She enjoys attending her children’s many...
Scott began his career as a financial advisor after serving in the United States Air Force. He has degrees in business management and communications from Methodist University. Scott spends a lot of time getting to know each client on a personal level before making recommendations tailored to meet their specific needs and goals. He...
Susan is the financial assistant for Scott Morrison. She is originally from Melbourne, Florida. She attended Eastern Kentucky University and graduated with a Bachelor of Business Administration with a concentration in Accounting. Her most recent careers include; Assistant CFO for a $40 million Home Health Agency (15 years) and CFO for a $25 million...