Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind The Family Wealth Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Kevin Metzler CEO, Founder and President

Kevin Metzler is the Chief Financial Advisor, Founder and President of Family Wealth Group, LLC. He leads a team of advisors that offers fee-based investment advisory services through FWG Investments, LLC, a Kentucky-Registered Investment Advisor through AE Wealth Management, LLC, on the institutional Fidelity investment platform.

During Kevin’s 40 years in the financial services industry, he has provided assistance to hundreds of individual and corporate clients in 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 that 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 and trusts), tax (repositioning assets), risk (age appropriate), income (stable and predictable), and investment (actively managed) planning sets FWG apart as a highly sought-after firm.

Over the past decade, Kevin has expanded Family Wealth Group across the bluegrass region from its headquarters in Lexington, Kentucky, to include offices in Somerset, London and Louisville. He resides in Lexington with his wife, Brenda. Together they have four sons, seven grandchildren and one great-grandchild on the way. Kevin has served as president of the Christian Businessmen’s Committee of the Bluegrass and is a sought-after speaker and Bible teacher. He is also a member of the National Ethics Bureau and Better Business Bureau, and he has been published in Bloomberg Businessweek, Forbes and Money Magazine.

DONALD

Donald Bentley Vice President of Financial Services

KEVIN-ADKINS

Lawrence “Kevin” Adkins
Chief Investment Officer & Compliance Officer

Jeff

Jeff Sheppard  Vice President of Financial Services

chris

Chris Bosch Client Relationship Manager

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Tim Riney Financial Advisor

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Christian Sargent Client Service Advisor

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Rebekah Wells Director of Client Services

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Jen Brookins
Business Process Manager

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Terrie OsborneClient Relationship Manager & Human Resources

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Konrad Jürgens Director of New Business

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Cassandrea Grey Events Coordinator

PAUL

Paul Metzler Chief Financial Officer

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Caroline Wilson Director of First Impressions

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Ashley Jürgens Receptionist

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Lexa Berry Human Resources & Operations

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Anna FrittsDirector of First Impressions

Louisville, KY

Jeff

Jeff Sheppard Vice President of Financial Services

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Tim RineyFinancial Advisor

London & Somerset, KY

Jeff

Jeff Sheppard Vice President of Financial Services

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Ready to take
The Next Step?

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

Or give us a call at 859.309.0349