Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

 

 

 

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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.

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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.

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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.

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Donald Bentley Financial Advisor

Offices: Lexington & Georgetown

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Tim Riney Financial Advisor, CPA

Office: Prospect

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Jordan shortFinancial Advisor, CFP®

Office: Lexington

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Jeff Sheppard  Financial Advisor

Offices: Lexington & London

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Matt LockettFinancial Advisor

Office: Lexington

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Kavonne webb Mitchell Financial Advisor, CRPC®

Office: Georgetown

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Vince Montgomery Financial Advisor, CRPC®

Office: Lexington & Georgetown

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Konrad Jürgens Financial Advisor

Office: Lexington & Louisville

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Jen Brookins
Client Service Specialist

Office: Lexington

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tammy manning
Business Office Administrator

Office: Prospect

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Natasha Holder Client Service Specialist

Office: Lexington

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Rebekah Wells Client Service Specialist

Office: Georgetown

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Lexa Berry  Human Resources & Operations

Office: Lexington

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Bethany Stork Reception & Hospitality

Office: Georgetown

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Terrie OsborneCompliance / Human Resources

Office: London

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Amy Mayer
Reception & Hospitality

Office: Lexington

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Karen Wantland Director of Community Outreach / Events

Offices: Lexington, Louisville, Georgetown

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Layla Slone Client Relationship Specialist

Office: Lexington

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Heather Hisle Marketing & Events Coordinator

Office: Lexington

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Adam Norsworthy
Marketing & Data Management

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Jules Clarke Events & Data Management

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Linda Angel
Employer Liaison

Retirement couple receiving financial services from The Family Wealth Group

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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.