

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, KY & Hurricane, WV

Jeff Sheppard Financial Advisor
Offices: Lexington, Georgetown, Harrodsburg, London & Somerset

Matt LockettFinancial Advisor
Office: Lexington & Harrodsburg

Jordan shortFinancial Advisor, CFP®
Office: Lexington

Alex SchnuloFinancial Advisor
Office: Hurricane, WV

Sydney Millay Financial Advisor, CFP®
Office: Georgetown

Ashton Lanham Financial Advisor, CFP®
Office: Lexington

Tina Culp Associate Advisor
Office: Harrodsburg


Rebekah Wells Client Service Associate
Office: Georgetown

Sebastian AlbertsClient Service Associate
Office: Lexington

Dean Abernathy
Client Service Associate
Office: Hurricane, WV


JT Culp
Client Service Associate
Office: Lexington

Mandy Reed
Client Service Associate
Office: Lexington


Melinda Vinson
Client Service Associate
Office: Georgetown


William Ellis
Client Service Associate
Office: Lexington

Kimberly Greene
Client Service Associate
Office: Lexington

Lexa Berry Human Resources & Operations
Office: Lexington

Terrie OsborneCompliance / Human Resources
Office: London

Ladora Bennett Reception & Hospitality
Office: Hurricane, WV


Bethany Stork Reception & Hospitality
Office: Georgetown


Noelle Brodeur Reception & Hospitality
Office: Harrodsburg

Katie Bowling Reception & Hospitality
Office: Lexington

Karen Wantland Director of Community Outreach / Events
Offices: Lexington, Georgetown, Harrodsburg, KY & Hurricane, WV

Layla Slone Client Relationship Specialist
Office: Lexington

Heather Hisle Marketing & Events Manager
Office: Lexington

Jennifer Maggard Central Kentucky Marketing & Events Coordinator
Office: Lexington & Georgetown

Linda Angel
Employer Liaison
Office: Georgetown & Lexington


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