Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Kevin Metzler

Kevin Metzler Founder

Kevin Metzler founded Family Wealth Group in 2007 after 40 plus successful years in the financial services industry because he believed people needed a holistic and balanced approach to retirement. 

His passionate commitment to a holistic approach, includes:

  •  wills and trusts to protect and enable a legacy; 
  • a focus on tax planning, prior to retirement and in retirement; 
  • ensuring an individual’s or family’s investment risk and objectives are appropriate;
  •  a plan for a stable and predictable income; and
  • management of their assets and investments for their future needs and objectives.

Kevin’s vision and foundation are the core principles of Family Wealth Group. These core principles are still the foundation of all Family Wealth Group’s activities. His dedication and commitment is key to Family Wealth Group’s success.  In January of 2022, Kevin sold his interests in Family Wealth Group, LLC to Donald Bentley and Jeff Sheppard.

He still resides in Lexington with his wife, Brenda. Together they have four sons, seven grandchildren and eight great-grandchildren.

Brian Staples

Brian K. Staples Chief Operating Officer/ Chief Financial Officer

Brian joined the Family Wealth Group Team in November of 2020Over the past 25 years, Brian has served in the financial services industry in a number of capacities, both in private and public sectors.  As a member of the leadership team, he recognizes his 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, and Believe - give it all you got - enjoy what you are doing - believe in Jesus Christ, your family, your friends, your 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

Donald Bentley Financial Advisor

Offices: Lexington & Georgetown

Jeff

Jeff Sheppard  Financial Advisor

Offices: Lexington, Georgetown, Harrodsburg, London & Somerset

Vince (2)

Vince Montgomery Financial Advisor, CRPC®

Office: Lexington & Georgetown

Matt (3)

Matt LockettFinancial Advisor

Office: Lexington & Harrodsburg

Kavonne (3)

Kavonne webb Mitchell Financial Advisor, CRPC®

Office: Georgetown & Lexington

Jordan (2)

Jordan shortFinancial Advisor, CFP®

Office: Lexington

Sydney (2)

Sydney Millay Client Associate

Office: Lexington & Georgetown

Ashton (3)

Ashton Lanham Associate Advisor

Office: Lexington

Tina Culp

Tina Culp Associate Advisor

Office: Harrodsburg

Becky (3)

Rebekah Wells Client Service Specialist

Office: Georgetown

Sebastian (3)

Sebastian AlbertsClient Service Specialist

Office: Lexington

Dean

Dean Abernathy
Client Service Specialist

Office: Lexington

Terrie

Terrie OsborneCompliance / Human Resources

Office: London

Lexa

Lexa Berry  Human Resources & Operations

Office: Lexington

Amy

Amy Mayer
Reception & Hospitality

Office: Lexington

Bethany Stork

Bethany Stork Reception & Hospitality

Office: Georgetown

Karen (3)

Karen Wantland Director of Community Outreach / Events

Offices: Lexington, Georgetown & Harrodsburg

Layla (3)

Layla Slone Client Relationship Specialist

Office: Lexington

Heather (2)

Heather Hisle Marketing & Events Manager

Office: Lexington

Sabrina (3)

Sabrina Hendricks Marketing / Event Coordinator

Office: Lexington

Linda

Linda Angel
Employer Liaison

Office: Georgetown & Lexington

Retirement couple receiving financial services from The Family Wealth Group

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 859.309.0349.