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Nathan has been with the firm since 1997 and he works closely with our clients in financial planning. He currently holds a KY Life Insurance, KY Health Insurance, Certified Retirement Counselor (CRC), Series 7 and Series 66 License.
"Our goal is high level involvement with our clients."
Beth Overbey joined the firm in 1998 and she enjoys the financial planning prospective of the business. She currently has CRC License (Certified Retirement Counselor) which allows her to work closely with her clients for all retirement planning needs.
"Our Biggest Win is being invited to the office Christmas party..."
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