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.
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 Bentley Vice President of Financial Services
Paul Metzler Chief Financial Officer
Jeff Sheppard Vice President of Financial Services
Vince Montgomery Financial Advisor, CRPC®
Tim Riney Financial Advisor
Rebekah Wells Client Service Specialist
Client Service Specialist
Konrad Jürgens Director of New Business
Terrie OsborneCompliance Officer
Caroline Wilson Reception and Hospitality
Lexa Berry Human Resources & Operations
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.