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
Donald Bentley
Vice President of Financial Services
Donald specializes in wealth transfer, retirement planning and estate planning. He joined the financial planning industry over 19 years ago. In 2008, Donald was featured in the Lincoln Financial Group convention magazine’s special edition regarding estate, tax, and wealth transfer planning and his practice. He was also featured in the industry-leading magazine National Underwriter discussing inflation and its effect on long-term goals and planning, as well as The Suit magazine on the importance of including both spouses in the financial planning process and in the Lexington Herald “Bluegrass Boomers” on comprehensive planning.
Donald was one of eight advisors on Lincoln Premier Partner Advisory Council, representing other financial advisors in Lincoln out of 70,000 advisors nationwide. He is also chairman of both the annuity and the service/technology committee, and in 2009 he was elected by his peers to be secretary of the PPAC Committee. He served as its vice president in 2011.
Donald resides in Mt. Sterling, Kentucky, where he is very active in his church community. He is also a participant in the Big Brothers Big Sisters program, where he has been a Big for his Little, Dillon, for the past eight years. Donald and his wife, Tina, have three children: Hunter, Madison and Jackson.
Lawrence “Kevin” Adkins
Chief Investment Officer & Compliance Officer
Kevin Adkins Chief Investment Officer & Compliance Officer
Kevin joined Family Wealth Group in 2016 to lead several new initiatives that have propelled forward the company’s mission of providing premiere financial services and products to retirees and pre-retirees. He added FWG Investments LLC as a new Kentucky Registered Investment Advisory firm, and he oversees all investments, regulatory compliance and advisors.
Kevin has more than 30 years of combined investment, advising and trading experience with firms including Edward Jones, LPL Financial, AIG-Valic, and PNC Investments. His holistic advising approach and risk-appropriate investment philosophy match well with our retirement clients.
A native of eastern Kentucky, Kevin and his wife, Kellie, share adventures in mountaineering, backcountry hiking, caving, sailing and motorcycling. They live in High Bridge and have five children.
Jeff Sheppard Vice President of Financial Services
Jeff Sheppard Vice President of Financial Services
Jeff Sheppard met Family Wealth Group founder and CEO Kevin Metzler through the 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 with Family Wealth Group. Seeing the value of his story, Kevin approached Jeff in 2012 and asked him to speak at Family Wealth Group’s retirement seminars around the state. The success of these seminars was soon followed by Jeff opening an FWG branch in London and in Somerset.
Jeff’s role has expanded to servicing the Lexington and Louisville offices where he holds the position of vice president of financial services. For the past three years now, he has been working with clients at all branches to implement the comprehensive planning that is at the foundation of Family Wealth Group.
In his spare time, Jeff enjoys lending a hand to his wife, Stacey, (a former Lady Cat basketball player), who in her role as the executive director of The Backpack Club, feeds more than 1,000 Laurel County school-age children on a weekly basis. Jeff and Stacey reside in London, Kentucky, with their two children, Madison and Reed. They are members of Faith Assembly of God in London.
Steve Tobin Financial Advisor
Steve Tobin Financial Advisor
Steve Tobin has served in the financial industry for most of the last forty years, being life and health licensed since 1980 and securities registered in 1990. Steve’s commitment to his clients has allowed him to cultivate lasting relationships throughout the years. Steve believes when choosing a financial advisor, you must like and trust them, and you should always have a thorough understanding of the plan recommended for you.
Steve has been a good friend of Kevin Metzler since 2001. Early on, Kevin and Steve worked together forming business succession plans for closely held corporations and family owned businesses. Over the years their specialties took them in different directions, however they have always remained close friends. With the growth of Kevin’s company, in December of 2018 he invited Steve to join Family Wealth Group. Knowing the excellent quality of planning and service being provided by Family Wealth Group, Steve joined their team as a financial advisor.
Steve and his wife Kathy are lifelong residents of Paris, KY where they raised their four daughters; Alissa, Jennifer, Tara (deceased) and Caitlin. They also have four grandchildren with a fifth on the way.
Steve has been a member of the Catholic Church of the Annunciation his entire life and serves multiple ministries within the parish community. He is a member of the Knights of Columbus, a Rotarian with Lexington Rotary, a member of the board of directors for the Toyota Bluegrass Miracle League, a long-time volunteer with Central KY Riding for Hope, past board member of St. Agnes’ House in Lexington and the Hopewell Museum in Paris.
Tim Riney Financial Advisor
Tim Riney Financial Advisor
Originally from Owensboro, Kentucky, Tim began his career in public accounting in 1996 with a regional firm in Western Kentucky. In late 1998 he decided to join a global manufacturing company where he spent the next 17 years of his career in various accounting, finance and leadership roles. The last 9-plus years were spent in Charlotte, N.C., as a vice president of finance for two separate business units under the same parent company.
After taking the company public in 2007, the company sold the business units in which Tim was involved to a Japanese multinational conglomerate. The sale of this company afforded him the opportunity to do something he had always dreamed of: become a financial advisor.
After a year in the industry, Tim decided to join Family Wealth Group. He was impressed with our company’s holistic approach to helping clients address their specific needs.
Tim attended Centre College and Brescia College and graduated summa cum laude in 1996 with a B.S. in accounting. He also graduated from Murray State University in 2005 with an MBA. In addition, Tim received the CPA professional designation in 1999 and the CMA professional designation in 2004.
He and his wife, Somer, have 4 children: Jack, Emma, Ruby and Rhett. In 2016, Tim relocated his family from Rock Hill, S.C. (Charlotte metropolitan area) to Prospect, Kentucky.
Christian Sargent Client Service Advisor
Christian Sargent
Client Service Advisor
Christian is a client service advisor at Family Wealth Group, and proudly serves as the team’s youngest advisor. His responsibilities include servicing existing client accounts and guiding new prospects through our process, working directly with our Chief Investment Officer.
As a native of Nashville, Tennessee, he came to Lexington to study business at the University of Kentucky and joined the company while attending the University of Kentucky. Since graduating in 2017, he has been trained in a variety of departments, including marketing, new business and client services.
Christian graduated with honors from the UK Gatton College of Business with a major in Marketing. He has successfully completed licensing and training programs in Life & Health Insurance, and passed the Series 65 Investment Advisor Law certification exam. He is also a registered member of the National Ethics Association and has spoken at the University of Kentucky on the topics of investing and personal finance.
Since Kevin Metzler’s retirement in January 2018, Christian has taken on Kevin’s book of business in a service capacity, meeting with existing clients of Family Wealth Group to ensure their questions are answered and their goals are met throughout their retirement. He is passionate about helping families navigate the often-intimidating world of finance and retirement planning with clarity. His goal is to help every family he meets to understand the options available to them and to make the best decisions together.
Christian helps out at client events and education seminars in addition to scheduling appointments and assisting with digital marketing campaigns. He also manages our statistical software to guide our advisors and our clients to make better decisions. He handles client questions and works with families one-on-one to ensure their needs are met. He is committed to making everyone’s experience with Family Wealth Group as warm and positive as possible.
In his spare time, Christian likes to attend concerts, and he makes a unique hobby of spinning fire. He has a fluffy orange tabby cat named Simba and loves making new friends.
Rebekah Wells Director of Client Services
Rebekah Wells Director of Client Services
Becky was born in Mt. Sterling, Kentucky, and moved to Lexington roughly two years ago. In 2013, while completing college courses, Becky was introduced to Family Wealth Group and given the opportunity to start her professional career. Becky is very goal-oriented and enjoys the detailed work that she completes within the Securities department. She enjoys helping clients by answering any questions they may have and is proud to be able to help people implement an effective income plan that will help them enjoy their retirement. 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 friends, going to movies or out to dinner, taking her dog Zuke to the dog park and watching motocross races. Another passion of Becky’s is traveling and enjoying different sceneries with her husband, John. Rebekah and John celebrated their marriage in June of 2015. Family Wealth Group’s own Kevin Metzler officiated the ceremony, and all of the FWG family was in attendance to celebrate the beautiful occasion.
Jen Brookins
Business Process Manager
Jen Brookins Business Process Manager
Jen is one of the newest members of the Family Wealth Group team. As the marketing assistant, she supports the Director of Marketing in being a point of contact on the phones and in the office. She helps manage day to day tasks in the office in an effort to keep everything running smoothly.
When asked what she likes best about working with FWG, Jen says, "I love the family I work with here as well as the friendly conversations with the clients".
A graduate from Eastern Kentucky University, Jen grew up in Nicholasville where she and her husband recently bought a home to raise their family. She has one daughter and a son on the way. During her free time at home, Jen loves to curl up with a good book and a cat in her lap.
Terrie OsborneClient Relationship Manager & Human Resources
Terrie Osborne Client Relationship Manager/HR
Terrie is a native to Laurel County, where she graduated from Eastern Kentucky University with a bachelor’s degree in Communication Disorders. She was introduced to Family Wealth Group in October 2014 and has since played a key role in the opening of our office in London, Kentucky, where she works as the Client Relationship Manager.
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 the difficult times,” she explains. “We offer them a place to go when they have questions.”
Terrie currently lives in London with her husband, Jamie, and twins, Brooklyn and Logan.
Chris Bosch Client Relationship Manager
Chris Bosch Client Relationship Manager
Chris joined Family Wealth Group in 2014. He has worked in the insurance industry for over 20 years, beginning with his position as an independent P&C insurance agent for 12 years and later as a Commercial Insurance Underwriter for 7 years.
Professionally, Chris is highly motivated by the feeling of accomplishment he obtains through hard work, striving to go above and beyond to answer any questions a client may have. His favorite thing about working for FWG is the difference he is able to make in helping clients reach their goals for retirement.
Chris’s favorite place on earth is Colorado, where he had the pleasure of living for a couple years. In his spare time, he most enjoys being outdoors and taking in nature’s beauty. He enjoys hiking, backpacking and camping with his wife and five children. To him, family time is what makes the world go around, and it wouldn’t be complete without his two dogs, one cat, and geriatric hamster.
Konrad Jürgens Director of New Business
Konrad Jürgens Director of New Business
From the wild and mighty South Africa, Konrad is the newest member of the Client Services Department. He has traveled to 35 countries while living in Chile, South Africa, Belgium, Italy, and now finding a home in the United States of America.
The Client Services Department allows Konrad the opportunity to work with a variety of people and help them achieve and maintain their ideal retirement. He is passionate about the values and service Family Wealth Group practices each and every day.
Recently married to his high school sweetheart, Konrad is building his life here in Lexington, Kentucky, having welcomed a beagle puppy to the family. He is working toward a degree in Business Management and aspires one day to be a financial advisor.
Cassandrea Grey Events Coordinator
Cassandrea Grey
Receptionist
Cassandrea is a graduate from Eastern Kentucky University with a degree in English. Originally from Louisville, she moved to Lexington after graduation and became enchanted with the vibrancy and authenticity of the city.
Before coming to Family Wealth Group, Cassandrea worked in customer service for 4 years and as a freelance artist for a non-profit based in Louisville. She uses this experience, as well as her friendly personality, in her position as a receptionist to maintain a warm and family atmosphere in the office. Her favorite part of her job is attending and preparing for events as well as getting to know the clients of Family Wealth Group.
In her free time, she likes to hang out with her two cats, Archer and Clementine, and hedgehog, Ellie. She also enjoys reading, painting, and writing short stories.
Caroline Wilson Director of First Impressions
Caroline Director of First Impressions
Caroline is the face of the office. Her unique combined experience in both hospitality and management gives her the ability to play both roles as hostess and Administrative Assistant.
A graduate of Sullivan College of Design, and her first love being for studio art and design, she enjoys space planning, and spends her free time in antique shops.
Her creative strengths and love for making people feel welcome motivates her to ensure that the fellowship and care that you feel throughout your experience with Family Wealth Group begins the moment you walk through our door.
Ashley Jürgens Receptionist
Ashley Jürgens
Receptionist
Ashley, a recent graduate of the University of Kentucky with a Bachelor of Arts in English Literature and Creative Writing, is the front desk receptionist at Family Wealth Group.
Having grown up in 10 different countries and visited over 35 around the world, Ashley is excited about settling down and beginning her new life here in Lexington, Kentucky with her husband, baby on the way and, of course, their puppy Lupa.
Her favorite part of the job is welcoming, greeting and getting to know Family Wealth Group’s clients which she finds is the best way to get to know the heart of Kentucky.
Lexa Berry Human Resources & Operations
Lexa Berry
HR
Lexa joined Family Wealth Group in October of 2018. She came to us with a wealth of management experience from the corporate world to start us on our way to growing strong in our HR department and taking care of all the small and large things that come up for our staff. Kevin Metzler describes Lexa as the Velvet Brick of the office. (soft on the outside tough on the inside)
When ask about what brought Lexa to FWG her reply is that she was looking for a forever work family that care about both their employees and clients, that she would be able to share her talents and energy with.
Lexa has 3 children Chase, Holden and Leah all of which are in different areas of the country.
In her free time she enjoys gardening, cooking, trail riding, traveling to see her children and spending time with her parents.
Paul Metzler Chief Financial Officer
Paul Metzler
CFO/Controller
Paul is the CFO and Controller for Family Wealth Group. He holds a bachelor’s degree in business finance and a master’s degree in public administration & public finance. Throughout his 20-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. He currently resides in Lexington, Kentucky, with his beautiful wife and three incredible children.
Anna FrittsDirector of First Impressions
Anna Fritts
Director of First Impressions
Anna is the newest addition to our FWG family, taking on the role of Front Desk Receptionist and Director of First Impressions. A native of Chattanooga, Tennessee, Anna recently moved to Lexington with her fiancé, Reed, and puppy, Otis, where she intends to explore the beauties of Kentucky through hiking, scouting new cities, and touring the flavors of local cuisine.
Anna is determined to embody, cherish, and uphold each and every one of Family Wealth Group’s core values in her pursuit to provide the best customer service possible. Her passions and strengths lie in her ability to build lasting relationships and ensure that Family Wealth Group’s clients are well taken care of.
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