Planning Team

Through personal commitment, professional associations, accreditations, and continuing education, Jeff has worked hard to establish a reputation as a respected professional and to gain the trust of clients.

With over 25 years of experience, it’s no surprise that Jeff and his team have earned multiple recognitions for their dedication to their clients and providing holistic financial planning. Jeff is an MDRT qualifying life member/top of the table recipient, has been acknowledged multiple years within Northwestern Mutual as a FORUM level advisor and has sat in the top 100 for the Financial Security Award. All recognitions that align with serving clients needs through comprehensive financial planning.

Jeff and his wife Bobbi Jo are active University of Kentucky fans and members of the community. When not working, Jeff enjoys long distance running, working on the farm, muscle car shows, and motorcycle riding.

Brandon joined Northwestern Mutual in 2007 as a college intern while attending Western Kentucky University in Bowling Green, KY. He graduated in May of 2008 summa cum laude. Since joining, he has received his CERTIFIED FINANCIAL PLANNER™ professional designation from the CFP board, and the following designations from the American College of Financial Services: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), Chartered Special Needs Consultant (ChHSNC®)  and Wealth Management Certified Professional (WMCP®). He is also Certified in Long Term Care (CLTC®) through the Corporation for Long-Term Care Certification, Inc. Brandon's specialties include holistic financial planning around retirement, education, estate & legacy, business, and risk management. His process seeks to first understand the uniqueness of each client situation, and then to analyze, organize, execute, and regularly monitor the progress of the portfolio and overall plan.

He is married to Kathryn, a physical therapist at the University of Kentucky hospital and they have a son, Henry. Brandon enjoys spending time with his family, traveling, playing golf, and playing music with his band, Catfish Alley.

Ashley is a graduate of Western Kentucky University with a Bachelor of Science in Biology and minors in Mathematics and Business Administration. She has been working in the insurance industry since January 2012 and joined Jeff's team in November of 2012. She is licensed in life, health and variable insurance. Additionally, she has her General Securities License (Series 7) and Series 66.

In her free time, Ashley enjoys reading, cheering on the University of Kentucky Wildcats and being outside with her husband, Jonathan, and rescue dog, Aria.

Veronica is a graduate of Transylvania University with a Bachelor of Arts in Studio Arts with a focus in Graphics and Printmaking and a minor in Art History. She has been working in the insurance industry since December 2018 when she joined Jeff's team and is licensed in life and health insurance.

In her free time, Veronica enjoys drawing, hiking, yoga and riding her horse, Trav.

Maura helps our clients execute their plan and ensures the process is as simple and easy to understand as possible. Maura coordinates all the administrative aspects of the financial plan including applications, investment rollovers and billing to name a few. She also oversees all scheduling for Brandon’s practice.

A graduate of Notre Dame and Georgetown Law, she gives 100% to our clients and their families. "My education provided me with the ability to adapt and change. To communicate with clients in a manner that is specific to them and to relate to them as people."

Peyton is a life-long Lexingtonian who graduated from Sayre School in 1989. He attended the University of Alabama when he made the decision to pursue his dream of becoming a professional golfer. Peyton turned professional in 1997 and was an active member of the PGA of America for 15+ years. In 2009 he transitioned into the financial industry, where he has been for the past decade.

Peyton has always been a service oriented individual and finds the holistic and in-depth process he and his team offer for their prospects and clients to be extremely beneficial. He loves helping individuals, families and business owners create a solid financial plan, build life-long relationships and become better people in the process. The most rewarding parts of Peyton’s career have been helping clients map out their personal financial plan which establishes a solid foundation, assists them in achieving their goals, and guides them to fulfilling their dreams.

Peyton has been active in the Lexington community through donating his time and resources to organizations such as The Lexington Rescue Mission, Cure KY Kids, Heart To Home, and SAFY. He, his wife Jill and son Chardy are active members of First Presbyterian Church where he currently serves as a Deacon.

In his free time Peyton enjoys being with his family, spending time outdoors, watching Chardy in all his athletic endeavors, playing golf, and walking their pups (Keane, Goldendoodle and Otis, Aussiedoodle). At the end of the day Peyton’s goal is to be a better person than he was the day before.