Questions? Feedback? powered by Olark live chat software
  • Request a no-obligation meeting today with Family Wealth Group to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: 859-309-0349 / mail@familywg.com / Visit Us!

    Louisville, KY Support Staff

    Building lifelong relationships rooted in performance and trust
    Home » Our Firm » Support Staff

    Our Support Staff

    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.

    Tim Riney
    Financial Advisor

    Originally from Owensboro, Kentucky, Tim began his career in public accounting in 1996 with a regional firm in Western Kentucky. In late 1998, he decided to join a global manufacturing company, where he spent the next 17 years of his career in various accounting, finance and leadership roles. The last nine-plus years were spent in Charlotte, North Carolina, as a vice president of finance for two separate business units under the same parent company.

    After taking the company public in 2007, the company sold the business units in which Tim was involved to a Japanese multinational conglomerate. The sale of this company afforded him the opportunity to do something he had always dreamed of: Become a financial advisor.

    After a year in the industry, Tim decided to join Family Wealth Group. He was impressed with our company’s holistic approach to helping clients address their specific needs.

    Tim attended Centre College and Brescia College, and graduated summa cum laude in 1996 with a Bachelor of Science in accounting. In 2005, he graduated from Murray State University with an MBA. In addition, Tim received the Certified Public Accountant (CPA) professional designation in 1999 and the Certified Management Accountant (CMA) professional designation in 2004.

    He and his wife, Somer, live in Prospect, Kentucky, with their four children, Jack, Emma, Ruby and Rhett.

    Kristina Acree
    Client Service Administrator

    Kristina is the newest member of the Family Wealth Group team. A Louisville native, she is the first face you see when entering our Prospect office. Kristina has experience working in the insurance industry, where she spent the past three years as a licensed agent. In her free time, Kristina enjoys reading and spending time in nature with her son, Jacob.

    More coming soon!

    Contact Us

    Family Wealth Group - Louisville
    5940 Timber Ridge Drive, Suite 102
    Prospect, KY 40059

    (502) 749-1439

    Want to Attend a Seminar?

    We offer seminars in small and large group settings. Please call (859) 309-0349 for available dates and locations near you.

    Contact Us
    Complimentary Report
    "Your Retirement Income Planning Checklist”
  • Who We Are / Our Focus
    Meet Our Team
    Our primary focus is to provide more stable, consistent income and a greater level of safety and predictability for our clients' lives.
    » Learn More About Our Firm
    In the Community
    View photos from our most recent event with Kentucky Cancerlink.
    » Learn more about Kentucky Cancerlink here!
    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    Investment advisory services offered by FWG Investments, LLC, a KY-Registered Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Registration does not imply a certain level of skill or training.

    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.