Tim Jenkins, CFP®

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 clients in achieving a holistic financial plan. He specializes in tactical and active asset management of Investment accounts, 401K’s, and IRA’s for individuals and business owners. Tim offers a no-obligation, complimentary first appointment to review current investment allocation, cost of investment management, and financial plans specifically life insurance and tax planning.

Tim completed his degree in accounting from the University of Kentucky. He currently holds his Series registration 7, 24, 31, 63 registrations through LPL Financial. He also holds his Series 66 through LPL Financial and Keystone Financial Group, LLC. Tim has his life and health insurance license in multiple states. Tim is a member of the Georgetown Chamber of Commerce, Bluegrass Estate Planning Council, Society of Financial Service Professionals, Simple Church, and is on the Board of Directors for the Makenna Foundation.

Tim lives in Lexington with his wife Lisa, daughter Annalise, son Jackson, daughter Clara Rose and their dog, Roxy, a labrador retriever. As a family they enjoy the outdoors, traveling and running competitively.

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