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    Lexington, KY Support Staff

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    Our Support Staff

    Kevin Metzler
    CEO, Founder and President

    As CEO, founder and president of Family Wealth Group, LLC, Kevin leads a team of advisors who offer fee-based investment advisory services through FWG Investments, LLC, a Kentucky Registered Investment Adviser, through AE Wealth Management, LLC, on the institutional Fidelity investment platform.

    During Kevin’s 38 years in the financial services industry, he has helped hundreds of individual and corporate clients grow and protect their investments and estates, as well as develop predictable retirement income strategies. He is dedicated to overseeing clients’ accounts with their best interests – and not that of the firm – as the guiding principle.

    Kevin started Family Wealth Group in 2007 specifically to support those who are 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.

    His passionate commitment to a holistic approach to financial services, including legacy (wills and trusts), tax (repositioning assets), risk (age appropriate), income (stable and predictable) and investment (actively managed) planning sets FWG apart as a highly sought-after firm.

    Over the past decade, Kevin has expanded Family Wealth Group across the Bluegrass region from its headquarters in Lexington, Kentucky, to include offices in Somerset, London and Louisville.

    Kevin has served as president of the Christian Businessmen’s Committee of the Bluegrass and is a sought-after speaker and Bible teacher. He is also a member of the Better Business Bureau and has been published in Bloomberg Businessweek, Forbes and Money magazine. He resides in Lexington with his wife, Brenda. Together they have four sons, seven grandchildren and one great-grandchild on the way.

    Donald Bentley
    Vice President of Financial Services

    Donald focuses on 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 also has been featured in the industry-leading magazine National Underwriter discussing inflation and its effect on long-term goals and planning; The Suit magazine on the importance of including both spouses in the financial planning process; and in the Lexington Herald-Leader’s “Bluegrass Boomers” on comprehensive planning.

    Donald was one of eight advisors on the Lincoln Premier Partner Advisory Council, representing other financial advisors in Lincoln out of 70,000 nationwide. He is also chairman of both the annuity and the service/technology committees, and in 2009, he 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 community. 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.

    Kevin Adkins
    Chief Investment Officer, Chief Compliance Officer, Advisor

    Kevin joined Family Wealth Group in 2016 to lead several new initiatives that have propelled forward the company’s mission of providing premier financial services and products to retirees and pre-retirees. He added FWG Investments, LLC as a new Kentucky Registered Investment Advisory firm, and he oversees all investments, regulatory compliance and advisors.

    Kevin has more than 30 years of combined investment, advising and trading experience with firms including Edward Jones, LPL Financial, AIG-VALIC and PNC Investments. His holistic advising approach and risk-appropriate investment philosophy match well with our retirement clients.

    A native of eastern Kentucky, Kevin shares adventures in mountaineering, backcountry hiking, caving, sailing and motorcycling with his wife, Kellie. They live in High Bridge and have five children.

    Jeff Sheppard
    Vice President of Financial Services

    Jeff met Family Wealth Group founder and CEO Kevin Metzler through the Christian Businessmen's Association in 2007. He became a client of Family Wealth Group a few years later.

    As a player on two national champion University of Kentucky basketball teams, Jeff acknowledges the importance that teamwork played during those memorable times in his life, and it's the same spirit of teamwork that he now applies to his work with Family Wealth Group as vice president of financial services. Seeing the value of his story, Kevin approached Jeff in 2012 and asked him to speak at Family Wealth Group's retirement seminars around the state. The success of these seminars was soon followed by Jeff opening FWG branches in London and Somerset.

    Jeff's role has expanded to servicing the Lexington and Louisville offices, where he holds the position of vice president of financial services. For the past three years now, he has been working with clients at all branches to implement the comprehensive planning that is at the foundation of Family Wealth Group.

    In his spare time, Jeff enjoys lending a hand to his wife, Stacey (a former Lady Cat basketball player), who in her role as the executive director of The Backpack Club feeds more than 1,000 Laurel County school-age children on a weekly basis. Jeff and Stacey reside in London, Kentucky, with their two children, Madison and Reed. They are members of Faith Assembly of God in London.

    Paul Metzler
    CFO & Controller

    Paul has a bachelor’s degree in business finance and a master’s degree in public administration and public finance. Throughout his 20-year career in the financial services industry, Paul has held a variety of positions in both the private and public sectors. He has taken on a range of responsibilities including case design preparation, market research, financial evaluations, accounting and sales.

    Paul is passionate about serving seniors and people with disabilities. He resides in Lexington, Kentucky, with his beautiful wife and three children.

    Jenée Tonelli, SHRM-SCP
    Director of Human Resources

    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 Atlanta’s 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! Before Family Wealth Group, she 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 FWG in 2011.

    Jenée 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 children to remind her of the true joys in life.

    Chris Bosch
    Director of New Business and Client Services

    Chris joined Family Wealth Group in 2014. He has worked in the insurance industry for over 20 years, beginning with his position as an independent P&C insurance agent for 12 years and later as a commercial insurance underwriter for seven years..

    Professionally, Chris is highly motivated by the feeling of accomplishment he obtains through hard work, striving to go above and beyond to answer any questions a client may have. His favorite thing about working for FWG is the difference he is able to make in helping clients reach their goals for retirement.

    Chris’ favorite place on Earth is Colorado, where he had the pleasure of living for a couple of years. In his spare time, he most enjoys being outdoors and taking in nature’s beauty. He likes to hike, backpack and camp with his wife and five children. To him, family time is what makes the world go around, and it wouldn’t be complete without his two dogs, one cat and geriatric hamster.

    Rebekah Wells 
    Client Service Specialist

    Becky was born in Mt. Sterling, Kentucky, and moved to Lexington roughly five years ago. She was introduced to Family Wealth Group in 2013, while completing college courses and was given the opportunity to start her professional career. Becky is very goal-oriented and enjoys the detailed work within the New Business and Client Services departments. She enjoys offering support to clients, answering any questions they have, and is proud to be able to help people implement an effective income plan that will make it easier for them to enjoy their retirement. In addition, Becky is passionate about seeing clients achieve the results they want and watch their long-awaited dreams become realities.

    In her spare time, Becky enjoys spending time with friends and family, being outdoors, and taking her dog, Zuke, to the dog park. Another passion Becky has outside of Family Wealth Group is traveling with her husband, John. Becky and 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.

    Nicole Magera
    Director of Marketing and Events

    Nicole joined Family Wealth Group after moving to Lexington from Minneapolis in 2015. She graduated from the University of Missouri in 2014 with a bachelor’s degree is multimedia journalism and a minor in business.

    With a passion for storytelling, Nicole developed her communication skills as a freelance videographer and content creator for small businesses, local artists and national companies, including RE/MAX, World Kitchen and The Tile Shop, before taking a position with the marketing team at Family Wealth Group. She has since discovered a fond appreciation for the Southern culture of Kentucky and likes exploring the Bluegrass with her fiancé.

    Over the last few years, Nicole has enjoyed organizing marketing and public relations activities, in addition to client appreciation events and educational seminars for FWG. She works closely with our media contacts and is responsible for developing and maintaining marketing materials, website content, social media and advertising for FWG. She is always looking for ways to enhance the brand, build new relationships and provide exceptional service to our clients.

    In her spare time, Nicole enjoys photography, traveling and singing.

    Jen Brookins
    Marketing Assistant

    Jen is one of the newest members of the Family Wealth Group team. As marketing assistant, she supports the director of marketing in being a point of contact on the phones and in the office. She helps manage day-to-day tasks in the office in an effort to keep everything running smoothly. She enjoys the family atmosphere at FWG as well as the friendly conversations with clients.

    A graduate from Eastern Kentucky University, Jen grew up in Nicholasville, where she and her husband recently bought a home to raise their family. She has one daughter and a son on the way. During her free time at home, Jen loves to curl up with a good book and a cat in her lap.

    Tayler Kindred
    Marketing Assistant

    Tayler, who was born in Winchester, Kentucky, is a recent graduate of Morehead State, where she earned her Bachelor of Business Administration. Before working with Family Wealth Group, Tayler spent five years as a certified nursing assistant at a nursing home prior to completing her degree. Her passion for building relationships, helping others and seeing them succeed is what drew her to the team at Family Wealth Group.

    Tayler is the first face you see when walking through our doors. Along with welcoming our clients, she is the first to answer calls and plays a key role in helping the marketing team organize and prepare for events.

    In her free time, she enjoys spending time with family and friends, trying new recipes and playing with her dog, Nelly, and cat, Helwig. She also enjoys participating in 5Ks and mud runs.

    Christian Sargent
    Marketing Assistant

    Christian is a native of Nashville, Tennessee, and came to Lexington to study business. He is a student at the University of Kentucky, where he will graduate in May of 2017 with a bachelor’s degree in business/marketing. He has lived here in the Bluegrass for the last four years and has fallen in love with every aspect of it! Christian’s background in direct sales pairs well with his outgoing personality, and he loves reaching out to our clients to check in with them personally.

    As a marketing assistant, Christian helps out at client events and education seminars in addition to scheduling appointments and assisting with digital advertising campaigns. He is passionate about making everyone’s experience with Family Wealth Group as warm and positive as possible. In his spare time, Christian likes to attend concerts and makes a unique hobby of spinning fire. He has a fluffy orange tabby cat named Simba and loves to make new friends.


    More coming soon!

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

    (859) 309-0349

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