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    Somerset, KY Support Staff

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    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.

    Terrie Osborne
    Client Relationship Manager

    Terrie is a native of Laurel County, where she graduated from Eastern Kentucky University with a bachelor›s degree in communication disorders. She was introduced to Family Wealth Group in October 2014 and has since played a key role in the opening of our office in London, Kentucky, where she works as the client relationship manager.

    Terrie loves both the people she works with and the clients she serves at FWG. She takes pride in the company’s role in working with clients to help them achieve the retirement they have worked so hard for. She lives in London with her husband, Jamie, and twins, Brooklyn and Logan.

    Contact Us

    Family Wealth Group - Somerset
    423 East Mt. Vernon Street
    Somerset, KY 42501

    (606) 677-1544

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