Money Mindset

Sundays 8:30am - 9am

Robert graduated from WKU in 1991 with a degree in accounting, a new wife still in school, and a job that fell through right after the honeymoon. He landed at United Way of Southern Ky as their controller. While there, he worked with the supported agencies and learned how many people were affected by financial difficulties in life. In 1995, Robert left his career in the non profit sector and started performing accounting and tax preparation. He attained his Life and Health Insurance licensing in 1995 and his Series 6 and 63 in 2000. After gaining valuable experience in the broker-dealer space he decided to focus on building his firm and helping clients with their finances through tax-efficient and retirement strategies. Staying committed to being knowledgeable in this industry, Robert earned his Series 65 license in 2022. This accomplishment has further sharpened his skills in helping clients work toward their retirement goals.

He has always believed that “it’s not how much you make but what you do with it that matters.” He uses his experience to guide clients to a personalized investment or retirement plan that is tailored to their needs and wants, rather than trying to fit them into a “one size fits all” product.

He is an Investment Advisor Representative offering investment and insurance products and services. He holds his Series 65 Securities License as well as Life and Health Insurance Licenses.

In his free time Robert relaxes with his cooking hobby by developing new recipes and traveling with his family.

 

Avery followed family tradition and became a fourth generation Hilltopper when he graduated from WKU in 2020 with his degree in accounting. He started his career with the family
accounting firm while still in high school, where he gained invaluable experience as a tax preparer. Always striving to better serve his clients, he earned his Series 65 license in 2023,
enhancing his ability to provide knowledgeable financial guidance. He takes considerable pride in helping clients through all aspects of their financial needs from those just beginning to invest to those who need an individualized retirement plan.

He is an Investment Advisor Representative offering investment and insurance products and services. He holds his Series 65 Securities License as well as Life and Health Insurance Licenses.

In his free time Avery is an avid gamer, world traveler, and loves to spend time with his wife and their Bernese Mountain Dog.