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    Lexington, KY Support Staff

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    Our Support Staff

    Kevin Metzler
    CEO & Founder

    Kevin is the CEO and founder of Family Wealth Group, LLC. He offers fee-based investment advisory services through Global Financial Private Capital on the institutional Fidelity investment platform.

    During Kevin's 38 years in the financial services industry, he has provided assistance for hundreds of individual and corporate clients to grow and protect their investments and estates, as well as develop predictable retirement income strategies.

    He created Family Wealth Group in 2011 specifically to assist those retired or planning to retire in repositioning their retirement assets for more dependable outcomes as well as achieving their immediate and ultimate financial goals with greater certainty.

    Kevin's entire career in the financial services industry has been here in central Kentucky. His office is located in Lexington, where he resides with his wife, Brenda. Together they have four sons and six grandchildren. Kevin has served as president of the Christian Businessmen’s Committee of the Bluegrass and is a sought-after speaker and Bible teacher.

    Donald Bentley
    VP of Finance

    Donald specializes in wealth transfer, retirement planning and estate planning. He joined the financial planning industry over 19 years ago. In 2008, Donald was featured in the Lincoln Financial Group convention magazine's special edition regarding estate, tax, and wealth transfer planning and his practice.

    He was also featured in the industry-leading magazine National Underwriter discussing inflation and its effect on long-term goals and planning. Donald was recently featured in The Suit magazine on the importance of including both spouses in the financial planning process and in the Lexington Herald Bluegrass Boomers on comprehensive planning.

    Donald was one of eight advisors on Lincoln Premier Partner Advisory Council, representing other financial advisors in Lincoln out of 70,000 advisors nationwide. He is also chairman of both the annuity and the service/technology committee, and in 2009 was elected by his peers to be secretary of the PPAC Committee. He served as its vice president in 2011.Donald resides in Mt. Sterling, Kentucky, where he is very active in his church. He is also a participant in the Big Brothers Big Sisters program, where he has been a Big for his Little, Dillon, for the past eight years. Donald and his wife, Tina, have three children: Hunter, Madison and Jackson.

    Jeff Sheppard
    Kevin Adkins

     

    Chris Bosch
    Advisor Liaison

    Chris has been a longtime friend of the Metzler family for over 30 years. He previously worked for an independent P & C insurance agent for 12 years and later worked as a Commercial Insurance Underwriter for seven years. Chris has been working in the insurance business now for over 19 years and has gained a lot of knowledge. When the life and annuities position opened up at FWG, Chris jumped on the opportunity to change his career and to do something he finds more beneficial by helping clients reach their goals. Chris enjoys hard work and strives to go above and beyond to answer any questions a client may have. He is very responsive and quick to handle any situation. Chris enjoys watching clients reach their goal of retirement and finds it very satisfying to see the fruit of our clients’ hard work when they can retire. In Chris’s spare time, he enjoys being outside and taking in nature’s beauty. After living in Colorado for a couple of years, Chris returned to Lexington with his wife and five children. Chris enjoys hiking, backpacking and camping. Family time to him is what makes the world go around, including his two dogs and their MC hamster.

    Paul Metzler
    CFO & Controller

    Coupled with his bachelor’s in business finance and a master’s in public administration, Paul has nearly 15 years of experience both in the private and public sectors. Paul currently is the chief operating officer, but over the years has worked closely within the various departments assisting Kevin and Donald with case design preparation, market research and financial evaluations. He is passionate about serving seniors and disabled individuals. He currently resides in Lexington, Kentucky, with his beautiful family.

    Jenée Tonelli
    Marketing & Sales Team Lead

    Jenée considers herself an Atlanta native, though her birth certificate would disagree. During her 15 years living in Marietta, Georgia, she absolutely fell in love with “southern living.” She earned her bachelor’s degree in communications and rhetoric studies from Oglethorpe University in 2006 and has spent the time since then marrying her best friend, having their two little boys and finding her career niche. She and her husband relocated to Kentucky in 2009 after a casual visit; they were immediately smitten with everything about life in Lexington! In past years, she has had the pleasure of working for both small companies and large corporations; though there are benefits to both, she highly prefers the close-knit, family environment that she found after joining Family Wealth Group in 2011. She thoroughly enjoys being a contributing cog in the wheels that drive the company. Her role is to help the office operate as smooth as possible, and she is constantly on the hunt to find ways to make Family Wealth Group more efficient. In her spare time, Jenée reads, writes, dreams up art projects and allows her toddlers to remind her of the true joys in life.

    Nicole Lunger
    Marketing Assistant

    Nicole is the latest addition to the Family Wealth Group team.  Alongside Joel, Nicole has the ultra-detailed task of putting together seamless dinner seminars and client appreciation events.  She is also the first point of contact on our telephones, as well as the smiling face you see as soon as you walk through our doors.


    Rebekah Wells 
    Securities Department Assistant

    Becky was born in Mt. Sterling, Kentucky, and moved to Lexington roughly two years ago. In 2013, while completing college courses, Becky was introduced to Family Wealth Group and given the opportunity to start her start her professional career. Becky is very goal-oriented and enjoys the detailed work that she completes within the Securities department. She enjoys helping clients by answering any questions they may have and is proud to be able to help people implement an effective income plan that will help them enjoy their retirement. She is passionate about seeing clients get the results they want and achieve their long-waited dreams. In her spare time, Becky enjoys spending time with friends, going to movies or out to dinner, taking her dog Zuke to the dog park and watching motocross races. Another passion of Becky’s is travelling & enjoying different sceneries with her husband, John. Rebekah & John celebrated their marriage in June of 2015.  Family Wealth Group's own Kevin Metzler officiated the ceremony, and all of the FWG family was in attendance to celebrate the beautiful occasion.

    Lisa Stevens

    Jen Brookins

    Taylor Kindred


    More coming soon!

    Contact Us

    Family Wealth Group - Lexington
    2704 Old Rosebud Road, Suite 180
    Lexington, KY 40509

    (859) 309-0349

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.