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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 K. Staples Chief Operating Officer/ Chief Financial Officer
Brian joined the Family Wealth Group Team in November of 2020. Over 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 Bentley Financial Advisor
Offices: Lexington & Georgetown
Jeff Sheppard Financial Advisor
Offices: Lexington, Georgetown, Harrodsburg, London & Somerset
Vince Montgomery Financial Advisor, CRPC®
Office: Lexington & Georgetown
Donald Bentley
Financial Advisor
Donald entered the financial planning industry over 30 years ago. He specializes in wealth transfer, retirement preparedness, tax and estate planning. Donald was the first advisor to join Family Wealth Group when it was started and is a main contributor to the success of Family Wealth Group.
In January of 2022, Donald and his business partner, Jeff Sheppard, purchased Family Wealth Group. Under their leadership, Family Wealth Group has continued to grow and operates five offices throughout Central and Southern Kentucky.
Donald currently holds his C.T.S. (Certified Tax Specialist) designation.
Donald resides in Mount Sterling, KY, where he is active in his church community. Donald and his wife, Tina, have three children: Hunter, Madison, and Jackson. They also have a dog named Winston.
Mr. Bentley is also known for his funny sock collection.
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 Family Wealth Group.
Jeff's role has expanded to one of the Senior Financial Advisors and now co-owner with his business partner, Donald Bentley. For the past 12+ years, he has been working with clients at all offices: Lexington, Georgetown, Harrodsburg, London, and Somerset, 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, a future ophthalmologist, and Reed, a soon to be UK wildcat basketball player. They are active members of Faith Assembly of God in London, KY, where they reside with their dog Willow.
Vince Montgomery
Financial Advisor, CRPC®
Vince joined the Family Wealth Group Team in 2019. 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 began working in finance in 2006.
Vince currently has the certified designation of CRPC® (Chartered Retirement Planning Counselor).
Vince is originally from Owensboro, but currently resides in Lexington, Kentucky with his wife, Sarah, and their two dogs: Jenna, and Josselyn. In his free time, he enjoys kayak fishing, collecting Kentucky Bourbons, and traveling.
His favorite place in the world is anywhere with his wife, whom he married in October of 2017.
Matt LockettFinancial Advisor
Office: Lexington & Harrodsburg
Kavonne webb Mitchell Financial Advisor, CRPC®
Office: Georgetown & Lexington
Jordan shortFinancial Advisor, CFP®
Office: Lexington
Matt Lockett
Financial Advisor
Matt joined the Family Wealth Group Team in June of 2021. He was drawn to Family Wealth Group because of the work culture and reputation of Family Wealth Group within the community. Matt has worked as a financial advisor for several years. He is quoted as saying "I got into this industry because I love to help people and watch them succeed and achieve their goals. If I can play a small part in that, I am successful." He has also worked on the regulatory side, having been a Director at the KY Department of Insurance.
He earned a Bachelor’s degree from Murray State University and a Master’s Degree from Southern Seminary in Louisville. He holds FINRA Series 7 and Series 66 licenses as well as Life and Health Insurance licenses.
Matt also serves as State Representative in the KY House of Representatives where he represents the 39th Legislative District, which encompasses a portion of Jessamine County and a portion of Southern Fayette County.
Matt has lived in Nicholasville for 19 years with his two children, one in college and the other in high school. When Matt is not helping clients achieve their retirement goals, he enjoys spending time with his children and family, serving at Southland Christian Church, leading small groups, hiking, playing tennis and spending time at the beach.
Kavonne Webb Mitchell
Financial Advisor, CRPC®
Kavonne joined the Family Wealth Group Team in September of 2021. She grew up in Russellville, KY and moved to Lexington to attend the University of Kentucky. Lexington has always felt like home to her. The thing that drew Kavonne to the Finance Industry after college was the opportunity to make a difference in people's lives by helping them plan for a successful retirement.
She has worked in the finance industry for over 14 years and was attracted to the holistic philosophy FWG utilizes that encompasses all facets of a retiree’s or pre-retiree’s planning process, making for a much smoother and easier transition to the next stage of the journey. Kavonne has her CRPC (Chartered Retirement Planning Counselor designation) and really enjoys getting to know a prospect’s priorities in order to create a plan specifically tailored to his/her wants and needs for retirement.
Kavonne moved back to Lexington, KY in 2021 and shares her home with her 16-year-old dachshund Benny. In her free time, she loves spending time with family. She has three grown children as well as three adorable grandsons. She also enjoys reading, decorating, antiquing, sewing, playing tennis and travel, which she hopes to be able to do more in the next few years.
Jordan Short
Financial Advisor, CFP®
Jordan joined the Family Wealth Group Team in June of 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 an advisor since 2017.
As a Financial Advisor, Jordan enjoys getting to know his clients, not just understanding their finances, but getting to learn about their lives outside of work and retirement savings. Jordan’s favorite part of the job is putting a plan together with clients and helping them understand the importance of retirement planning.
Jordan is a graduate of Centre College in Danville, Kentucky, 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 also earned his Certified Financial Planner® designation, a designation that only 29% of advisors have attained.
Jordan and his wife, Sydney, reside in Lexington. They are expecting their first child, Nolan, in November of 2022. When not at work, Jordan enjoys reading a good book, cheering for his beloved sports teams: the Kentucky Wildcats, Cincinnati Reds, and Cincinnati Bengals, or spending time working on his hopeless golf game. Jordan & Sydney attend Southland Christian Church in Lexington.
Sydney Millay Client Associate
Office: Lexington & Georgetown
Sydney Millay
Client Associate
Sydney joined the Family Wealth Group Team in May of 2022 as a Client Associate. Prior to joining Family Wealth Group, she earned her bachelor's of Business Administration in Finance at the University of Kentucky.
Sydney is a licensed life and health insurance agent in Kentucky and Ohio. She has always had a passion for helping others, and a passion for finance. This is what led her to Family Wealth Group to begin her journey to becoming a Financial Advisor.
Sydney is originally from Florence, but now resides in Lexington, Kentucky. She is the middle child of three sisters, and is very close with her family. In her spare time, she enjoys working out, cooking, and spending time with her puppy, Jax.
Ashton Lanham Associate Advisor
Office: Lexington
Ashton Lanham
Associate Advisor
Ashton joined the Family Wealth Group Team in June of 2022. He grew up in Lebanon, Kentucky and went to pursue his higher education at Eastern Kentucky University. He graduated from EKU with a double major in Financial Planning and Risk Management and Insurance. He was drawn to Family Wealth Group because of the high level of financial planning they give to their clients.
Ashton always knew that he wanted to become a Financial Advisor. While in college, he obtained his Series 7 and Series 66 licenses. He is also planning to get the Certified Financial Planner™ designation in the near future. He is excited about the opportunity that he has to be able to serve the clients of FWG throughout their retirement journey.
Outside of work, Ashton enjoys spending time with his girlfriend, Mariella, and their dog, Pretzel. He also likes attending church, watching baseball, and playing golf.
Tina Culp Associate Advisor
Office: Harrodsburg
Tina Culp
Associate Advisor
Tina joined the Family Wealth Group Team in June of 2022 as an Associate Advisor for our Harrodsburg office.
Prior to beginning her career at Family Wealth Group, she earned an associate degree in Computer Science at Sullivan University. Tina has her Series 7 and 66 Licenses, along with her Property, Casualty, Life and Health Insurance Licenses.
Tina was drawn to Family Wealth Group because of the opportunity to improve the lives and futures of those in our community.
When asked what piece of advice she would share, she said, “don’t be afraid to express what you believe, how you see things, and where you want to go in life.”
Tina lives in Mercer County with her husband, Tim. Together they have two children – Hailey and Eli. Hailey is completing her Master’s degree at the University of Louisville, while Eli is working for an electrical company, studying to be a licensed electrician.
In her spare time, Tina enjoys photography, drawing and painting. She also enjoys automobiles, especially older muscle cars. Her ideal car is a 1962 Chevy Impala SS.
Rebekah Wells Client Service Specialist
Office: Georgetown
Sebastian AlbertsClient Service Specialist
Office: Lexington
Dean Abernathy
Client Service Specialist
Office: Lexington
Rebekah Wells Client Service Specialist
Becky joined the Family Wealth Group Team in 2013. You probably know Rebekah as Becky. She was born in Mount Sterling, Kentucky, and subsequently moved to Lexington.
Becky is goal oriented and enjoys working with the clients as a Client Service Specialist in the Georgetown office. She 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, Family Wealth Group's founder, Kevin Metzler, officiated Becky and John's wedding in June of 2015.
Sebastian Alberts Client Service Specialist
Sebastian joined the Family Wealth Group Team in January of 2022 as a Client Support Specialist.
Prior to beginning his career at Family Wealth Group, he received his bachelors in Law. Sebastian has always been interested in pursuing a career in Wealth Management and becoming a Financial Advisor. His passion lies in data analytics, client service, and research. Sebastian is licensed as a life and health insurance agent.
Sebastian and his wife, Emily, live in Lexington, KY. Together, they have two children – Willow Adrienne & Sawyer. Some of his favorite hobbies include youth sport coaching, and aviation.
If he could share one piece of advice, it would be to trust the process.
A fun fact about Sebastian is that he was a member of the South African Equestrian Team.
Dean Abernathy Client Service Specialist
Dean joined the Family Wealth Group Team in January of 2022 as a Client Service Specialist. He comes to Family Wealth Group with 15+ years of sales, and customer service experience. Dean has also obtained his Health and Life Insurance license in Kentucky.
Dean was drawn to becoming part of the Family Wealth Group team because he enjoys helping people – he sees a bright future at FWG.
When asked what piece of advice he would share, he said, “he believes a positive attitude is the best attitude to have.”
Dean lives in Lexington, KY. He has two sons, Isaac and Eli. When not at work, some of his favorite hobbies include attending live sporting events / music concerts and spending time with his family.
JT Culp
Client Service Specialist
Office: Lexington
Lexa Berry Human Resources & Operations
Office: Lexington
Lexa Berry
Human Resources & Operations
Lexa joined the Family Wealth Group Team in October of 2018. She manages all Human Resource functions, and ensures that the office is well kept and is running smoothly.
Prior to beginning her career at Family Wealth Group, Lexa attended Eastern Kentucky University and has over 25+ years of experience in the hospitality and retail industry. She is a member of SHRM (The Society for Human Resource Management), the Lexington Chamber of Commerce, and is a Kolbe consultant.
When asked what brought Lexa to Family Wealth Group, she responded, “I was looking for a forever work family that care about each other and their clients. I found it here.”
In her spare time, Lexa enjoys gardening, cooking, traveling, and spending time with her parents. She has 3 children. Her oldest son, Chase, lives in South Carolina and is a CPA. Her middle child, Holden, is at UK obtaining a Finance degree. Her youngest, Leah, graduated from the University of Cincinnati CCM with a stage management degree and is living in LA.
Lexa has also welcomed a new addition to her family, a puppy named Parker.
Terrie OsborneCompliance / Human Resources
Office: London
Terrie Osborne Compliance/ Human Resources
Terrie joined the Family Wealth Group Team in October of 2014. She manages our office in London, Kentucky. She is a native to Laurel County, where she graduated from Eastern Kentucky University with a bachelor's degree in Communication Disorders.
When asked what she loves about working with Family Wealth Group, 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 difficult times. We offer them a place to go when they have questions," she explains.
Amy Mayer
Reception & Hospitality
Office: Lexington
Bethany Stork Reception & Hospitality
Office: Georgetown
Amy Mayer Reception & Hospitality
Amy joined the Family Wealth Group Team in 2020. Amy is the first person you meet when you enter the Family Wealth Group lobby in the Lexington office. She spends her day juggling the phone, greeting clients, and making the best chocolate chip cookies.
Amy has a strong background in customer service. She enjoys her position at Family Wealth Group 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. On top of that, her cookie-making skills are off the charts.
In her spare time, Amy enjoys reading, hiking, cooking, and even baking cookies at home.
Bethany Story Reception & Hospitality
Bethany joined the Family Wealth Group Team in 2021. She is the first face you will see in our Georgetown office - she loves chatting with and assisting our clients. Bethany is also the baker of the famous Family Wealth Group chocolate chip cookies for your meeting in Georgetown.
Bethany is originally from Kentucky, however, married a man from Manhattan, New York, Jason, who is a Navy Veteran. They are a blended family and have enjoyed raising 5 children between them. After living in several places around the United States, they finally settled in Bethany's hometown of Versailles, KY.
In her spare time, Bethany enjoys going to the Lexington Opera House and to Broadway in New York when they visit family. She also enjoys reading, cooking, watching movies, and spending time with family.
Karen Wantland Director of Community Outreach / Events
Offices: Lexington, Georgetown & Harrodsburg
Layla Slone Client Relationship Specialist
Office: Lexington
Heather Hisle Marketing & Events Manager
Office: Lexington
Karen Wantland Director of Marketing/ Community Relations
Karen joined the Family Wealth Group Team in 2019. If you haven't already met her, your paths are bound to cross. Whether it's at the office, a luncheon, dinner seminar, or client appreciation event, Karen will be there.
She is always up 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 Family Wealth Group? Call Karen!
When not at Family Wealth Group, she enjoys spending time with her family and her dogs. She also volunteers for many non-profit organizations. In addition, she loves to paint, and help others downsize / organize their spaces.
Layla SloneClient Relationship Specialist
Layla joined the Family Wealth Group Team in June of 2019. She is the traffic control officer of Family Wealth Group. She makes all of the appointments and keeps everyone running on schedule.
She has had lots of practice for her position raising her two daughters’, 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.
In her spare time, Layla loves hanging out with her dog Coco Belle, traveling, cooking, and being with family and friends.
Heather HisleMarketing & Events Manager
Heather joined the Family Wealth Group Team in 2020 with 10 years of graphic design, marketing, and event experience. You will see her at all Family Wealth Group events with her clipboard and schedule in hand. Feel free to introduce yourself!
Heather is a Kentucky native and grew up in Versailles, Kentucky. 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.
Sabrina Hendricks Marketing / Event Coordinator
Office: Lexington
Sabrina Hendricks Marketing / Event Coordinator
Sabrina joined the Family Wealth Group Team in March of 2022 as a Marketing and Events Coordinator. As a member of the marketing team, you will be sure to see her at Family Wealth Group events.
Sabrina is a graduate of Eastern Kentucky University, where she earned her bachelor's degree in Business Administration.
Sabrina is a Kentucky native - originally from Danville, but now resides in Lexington. In her spare time, she enjoys writing, running, photography, and spending time with her family, friends, and dog.
Linda Angel
Employer Liaison
Office: Georgetown & Lexington
Linda AngelEmployer Liason
After retiring from the Human Resource department of Toyota, Linda thought to herself, "What next?"
After meeting with Family Wealth Group for her own retirement planning, she became an advocate for other Family Wealth Group clients, answering questions and making sure other individuals had the necessary information and resources for their retirement questions.
It only made sense that she join the Team as a contractor. Linda is a great resource for us and for our clients - Put her to work by calling the main office to leave a message & she will respond promptly.
In her spare time, you can find her at the Georgetown Library, or any number of local shops.
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