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Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Kevin Metzler Founder
Kevin Metzler is the Founder of Family Wealth Group. FWG started as a vision of what retirement actually meant for those thinking about taking that last critical step in their career. Kevin wanted to fill the gap between the tax accountant, the estate lawyer, and the financial planner who often worked toward the same goal for an individual without ever speaking to each other regarding decisions that impacted the client.
During Kevin’s time in the financial services industry, he has provided assistance to hundreds of individuals and corporate clients, helping them grow and protect their investments and estates, as well as developing predictable retirement income strategies. He is dedicated to overseeing clients’ accounts with their best interests—and not of the firm—as the guiding principle.
Kevin started Family Wealth Group in 2007 specifically to support 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.
His passionate commitment to a holistic approach to financial services, including legacy (wills & trusts), tax (repositioning assets), risk (age appropriate), income (stable and predictable), and investment (actively managed) planning sets Family Wealth Group apart as a highly sought-after firm.
Over the past decade, Kevin has expanded FWG across the bluegrass region from its headquarters in Lexington, Kentucky to include offices in London, Louisville, and Georgetown. He resides in Lexington with his wife, Brenda. Together they have four sons, seven grandchildren, and one great grandchild. Kevin has served as President of the Christian Businessmen’s Committee of the Bluegrass and is sought-after speaker and Bible teacher. He is also a member of the National Ethics Bureau and the Better Business Bureau. Mr. Metzler has also been published in Bloomberg Businessweek, Forbes, and Money Magazine.
Paul Metzler President / CEO
Paul Metzler is currently the CEO of Family Wealth Group continuing his father’s vision: To support individuals with a holistic approach to retirement planning including financial planning, legacy documents, and tax strategies.
Mr. Metzler holds a Bachelor’s degree in Business Finance and a Master’s degree in Public Administration & Public Finance. Throughout his 25-year career in the financial services industry, Paul has held a variety of positions both in the private and public sectors. His outside interests include swimming, travel, and research.
Paul currently resides in Lexington KY with his wife Michelle and three incredible children.
Brian Staples General Manager / Chief Compliance Officer
Brian joined our FAMILY in November 2020. Over the past 25 years Brian has served the financial services industry in a number of capacities, both in the private and public sectors. As the Chief Compliance Officer, he recognizes this role is critical in the operational growth and development of every regulated business, and must provide leadership embedded with integrity and the desire for continuous learning and training.
Brian strongly believes in the power of TEAMWORK. Being a former umpire and youth coach, his philosophy has always been, PLAY HARD--HAVE FUN---BELIEVE. Give it all you got, all the time---enjoy what you are doing--and BELIEVE in Jesus Christ, your family, friends, teammates, and in yourself: if you do that with compassion and integrity, you will always win.
Brian lives in Versailles with his wife Kelly and they have two grown daughters, Allie and Natalie.
Donald Bentley Financial Advisor
Offices: Lexington & Georgetown
Donald Bentley
Financial Advisor
Donald specializes in wealth transfer, retirement planning and estate planning. He entered the financial planning industry over 24 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 has also been featured in the industry-leading magazine National Underwriter discussing inflation and its effect on long-term goals and planning, as well as The Suit magazine on the importance of including both spouses in the financial planning process and in the Lexington Herald Leader "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 has also been Chairman of both the Annuity and the Service/ Technology Committees. In 2009, he was elected by his peers to be Secretary of the PPAC Committee. He also served as its Vice President in 2011.
Donald currently holds his C.T.S. (Certified Tax Specialist) designation.
Donald resides in Mt. Sterling, KY where he is active in his church community. He is also a participant in the Big Brothers Big Sisters program. Donald and his wife, Tina have three children: Hunter, Madison, and Jackson.
Mr. Bentley is also known for his funny sock collection.
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Tim Riney Financial Advisor, CPA
Office: Prospect
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 9-plus years were spent in Charlotte NC, as 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-Becoming a Financial Advisor.
After a year in the industry, Tim decided to join Family Wealth Group. He was impressed with the 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 B.S. in accounting. He also graduated from Murray State University in 2005 with an MBA. In addition, Tim received the CPA professional designation in 1999 and the CMA profession designation in 2004.
He and his wife, Somer, have 4 children: Jack, Emma, Ruby and Rhett. In 2016, Tim relocated his family from Rock Hill, SC (Charlotte) to Prospect, KY.
Jordan shortFinancial Advisor, CFP®
Office: Lexington
Jordan joined our FAMILY in March 2021. Jordan is a native Eastern Kentuckian and believes his upbringing there has shown him the value of work ethic and honesty. He has worked as a Financial Advisor since 2017 and joined the Family Wealth Group team in March 2021. As a financial advisor, Jordan enjoys getting to know his clients, not just understanding their finances, but learning what gets them up every morning.
Jordan is a graduate of Centre College in Danville where he earned his Bachelor of Science degree in Economics and Finance. While at Centre, Jordan enjoyed success in the classroom and on the baseball field.
During his time in college, he already had his mind set on a career in financial services, passing the Series 65 exam while still enrolled at Centre. He has since also earned his Certified Financial PlannerTM designation.
Jordan and his wife, Sydney, reside in Lexington and just bought their first home. When not at work, Jordan enjoys reading a good book, podcasting, adventuring in the great outdoors, or watching the Cincinnati Reds play baseball. Jordan and Sydney attend Southland Christian Church in Lexington.
Jeff Sheppard Financial Advisor
Offices: Lexington & London
Jeff Sheppard Financial Advisor
Jeff Sheppard met Family Wealth Group founder Kevin Metzler through a Christian Businessmen's Association in 2007. He became a client of Family Wealth Group a few years later.
As a two-time national champion for the University of Kentucky Basketball team, 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 at FWG. 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 Commonwealth. The success of these seminars was soon followed by Jeff opening Family Wealth Group offices in London and in Somerset.
Jeff's role has expanded to one of the Senior Financial Advisors in the Lexington office. For the past five years now, he has been working with clients at all branches to implement the comprehensive holistic planning that is at the foundation of Family Wealth Group.
In his spare time, Jeff enjoys spending time with his wife, Stacey, (a former Lady Cat Basketball player), and their two children: Madison and Reed. They are active members of Faith Assembly of God in London, KY.
Matt LockettFinancial Advisor
Office: Lexington
Matt joined the FAMILY in July 2021. Matt was drawn to Family Wealth 
Group because of the work culture and reputation within the community. He has worked in both the public and private sectors of the financial services industry for many years. He earned a Bachelor’s Degree from Murray State University and a Master’s Degree from Southern Seminary in Louisville. Matt also serves as a Member of the Kentucky General Assembly where he represents the 39 th Legislative District which encompasses Jessamine County and a portion of Southern Fayette County.
Matt currently lives in Nicholasville with his two kids. When Matt is not helping clients prepare for retirement, he enjoys spending time with his children, serving at Southland Christian Church, hiking, spending time at the beach, and playing any sport.
Kavonne MitchellFinancial Advisor
Office: Lexington & Georgetown
Vince Montgomery Financial Advisor, CRPC®
Office: Lexington & Georgetown
Vince Montgomery
Financial Advisor, CRPC®
Vince Montgomery is originally from Owensboro, Kentucky. Vince realized at an early age that he wanted to work in finance and worked diligently to learn as many aspects of the business as he could. He graduated from the University of Southern Indiana in 2005 with a B.A. in Business Administration and started working in finance in 2006. Working his way up the ranks, he joined Wells Fargo in 2016 before coming to Family Wealth Group in the summer of 2019. Vince currently has the certified designation of CRPC® (Chartered Retirement Planning Counselor).
Vince currently lives in Richmond, Kentucky with his wife, Sarah, and their three dogs, Duke, Jenna, and Josselyn. In his free time, he enjoys playing golf, collecting Kentucky Bourbons, and traveling.
His favorite place in the world is anywhere with his wife, whom he married in October of 2017.
Konrad Jürgens Financial Advisor
Office: Lexington & Louisville
Konrad Jürgens Director of New Business
From the wild and mighty South Africa, Konrad is the newest member of the Client Services Department. He has traveled to 35 countries while living in Chile, South Africa, Belgium, Italy, and now finding a home in the United States of America.
The Client Services Department allows Konrad the opportunity to work with a variety of people and help them achieve and maintain their ideal retirement. He is passionate about the values and service Family Wealth Group practices each and every day.
Recently married to his high school sweetheart, Konrad is building his life here in Lexington, Kentucky, having welcomed a beagle puppy to the family. He is working toward a degree in Business Management and aspires one day to be a financial advisor.
Jen Brookins
Client Service Specialist
Office: Lexington
Jen Brookins Client Service Specialist
Jen is an integral part of the Service Department working on Jeff Sheppard's team. Her attention to detail and friendly demeanor have made her a great asset to Family Wealth Group. She is responsible for the day to day tasks necessary to help new and existing clients.
A graduate of Eastern Kentucky University, Jen grew up in Nicholasville where she and her husband raise their family. She has 2 children, 2 cats, and a new puppy.
In her spare time, wait…let's face it, 2 children, 2 cats, a husband, AND a puppy…Jen doesn't have any spare time and enjoys staying busy.
Geri George
Client Service Specialist
Office: Lexington
Geri joined the FAMILY in July 2021.She is part of our client service team.
Geri brings her background and experience in corporate management and human resources to Family Wealth Group. Geri also previously worked to help provide housing for the working homeless.
Geri is from Versailles and graduated from Transylvania University. She is married with two daughters. In Geri’s spare time, she enjoys tending to her garden and visiting with her grandson.
Natasha Holder Client Service Specialist
Office: Lexington
Natasha joined Family Wealth Group in 
September 2020 with a hunger for new opportunities and business. After gaining her Bachelor’s degree from Morehead State University and working as an EMT in several small communities around Kentucky, she found Family Wealth Group and considered herself to be right at home.
Growing up in small town Owingsville, Kentucky made moving to Lexington seem like an impossible task; but with her soon-to-be husband, Austin, and her two dogs, James & Nala, Natasha fell in love with the hustle and bustle of the city and never looked back.
In her spare time, she likes to sing and go on adventures. If you ever find her outside of her professional attire, she just might be singing karaoke somewhere fun, venturing the Red River Gorge, or looking for the next best thing to Battle Axes which is her new favorite past time.
tammy manning
Business Office Administrator
Office: Prospect
Rebekah Wells Client Service Specialist
Office: Georgetown
Rebekah Wells Client Service Specialist
You probably know Rebekah as "Becky". Becky was born in Mt Sterling, Kentucky, and subsequently moved to Lexington. In 2013, while completing college courses, Becky was introduced to Family Wealth Group and given the opportunity to start her professional career. She is very goal oriented and enjoys working with the client's on Donald's team. Becky is passionate about seeing clients get the results they want and achieve their long-awaited dreams.
In her spare time, Becky enjoys spending time with her husband John, and dog, Zuke.
As a fun fact, In June of 2015, Family Wealth Group's own founder, Kevin Metzler officiated Becky and John's wedding.
Lexa Berry Human Resources & Operations
Office: Lexington
Lexa Berry
HR
Lexa joined Family Wealth Group in October of 2018. She came with a broad background of management experience from the corporate world. She takes care of all of the small and large things that come up for our staff. Kevin Metzler describes Lexa as the "Velvet Brick" of the office. (Soft on the outside and tough on the inside.)
When asked what brought Lexa to FWG, she responded "I was looking for a forever work family that care about each other and their clients. I found it here."
Lexa has three children: Chase is living in Charleston SC working on his CPA, Holden is in School at UK studying finance and Leah is at the University of Cincinnati studying Stage Management.
In her free time, Lexa enjoys gardening, cooking, traveling and spending time with her parents.
Bethany Stork Reception & Hospitality
Office: Georgetown
Bethany Story Reception & Hospitality
Bethany joined the FAMILY in 2021. Bethany is the first face you’ll see in 
our Georgetown office. She loves chatting with and assisting our clients, Bethany is the baker of the famous Family Wealth Group chocolate chip cookies for your meeting in Georgetown.
Bethany is from Kentucky, however, married a gentleman from Manhattan, NY, Jason, who is a Navy Veteran. Bethany has lived and traveled all over the United States while Jason was serving in the Navy.They have finally settled with their 5 children in her hometown of Versailles, KY.
She enjoys going to the Lexington Opera House and to Broadway in New York when they visit family. She also enjoys reading, cooking, movies, and family time.
Terrie OsborneCompliance / Human Resources
Office: London
Terrie Osborne Compliance Officer
Terrie is a native to 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 helped open our office in London, Kentucky where is works as …
When asked what she loves about working with FWG, Terrie says, "It's the people. The people we serve and the people I work with are the best part." She feels assured knowing that a plan is being laid out to secure the future of her hard-working neighbors. "It gives them peace of mind during the difficult times," she explains. "we offer them a place to go when they have questions.".
Kim Amico Reception & Hospitality
Office: Prospect
Amy Mayer
Reception & Hospitality
Office: Lexington
Amy Mayer Reception & Hospitality
Amy is the first person you meet when you enter the Family Wealth Group lobby in Lexington. She spends her day juggling the phone, greeting clients, and making the best chocolate chip cookies.
She has a strong background in customer service. Amy enjoys her position at FWG and thinks there is one common denominator to their success. "Treat everyone as if they are family." We think she's right.
Once you've met Amy, you will agree that she is one of the nicest people you will ever know. And her cookie-making skills are off the charts.
Amy stays busy with her daughter, Emily, and their bunny Pedro.
Karen Wantland Director of Community Outreach / Events
Offices: Lexington, Louisville, Georgetown
Karen Wantland Director of Marketing/ Community Relations
Karen joined Family Wealth Group in 2019. If you haven't already met her your paths are bound to cross. Whether it's a luncheon, dinner seminar, or client appreciation event, Karen will be there. She is also sure to be in the office every day and is always good for a cup of coffee and conversation. (And always a laugh)
Want to ensure you get invited to the fun events or want to introduce friends, family or co-workers to FWG?? Call Karen!
When not at Family Wealth Group, she spends time with her family and her puppies! She actively volunteers for many non-profit organizations. In addition, she loves to paint, and help others downsize and organize their spaces.
Layla Slone Client Relationship Specialist
Office: Lexington
Layla SloneClient Relationship Specialist
Layla is the traffic control officer of Family Wealth Group. She makes all of the appointments and keeps everyone running on schedule.
She had lots of practice for her position raising her 2 girls (Abigail and Addison) who are both very involved in extracurricular activities. Layla is currently on the Board of Directors at Bluegrass Youth Ballet, and involved in her daughters' school.
Layla loves hanging out with her dog Cocoa, travelling, cooking, and being with family and friends
Heather Hisle Marketing & Events Coordinator
Office: Lexington
Heather HisleMarketing & Events Coordinator
Heather joined Family Wealth Group in 2020 with 10 years of graphic design, marketing, and event experience. You will see her at all FWG events with her clipboard and schedule in hand. Feel free to introduce yourself and welcome her to the team.
Heather is a Kentucky native and grew up in Versailles KY. She moved to Lexington when she married her husband, Kevin. Together they have one son, Cameron.
In her spare time, she enjoys being outdoors with family, photography, visiting with friends, and reading a good book.
Adam Norsworthy
Marketing & Data Management
Jules Clarke Events & Data Management
Linda Angel
Employer Liaison
Linda AngelEmployer Liason
After retiring from the HR department of TMMK, Linda thought to herself, "What next?"
After meeting with FWG for her own retirement planning she became an advocate for other FWG clients answering questions and making sure other individuals had the necessary information for all of their retirement questions.
It only made sense that she came on board officially. Linda is a great resource for us and our clients. Put her to work for you. Call the main office leave a message…Linda will respond quickly.
In her spare time, you can find her at the Georgetown Library, or any number of local shops.
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