Phone: (859) 543-8188
Fax: (859) 543-8242
Jennifer has always worked with clients and provided excellent customer service and support. She has an associate business degree from Lexington Community College, and before joining IFP, gained valuable client service experience in the banking industry for two years, followed by 14 years at Lexmark.
As a Client Services Associate at IFP, Jennifer is passionate about providing clients with whatever they need.
In her spare time, Jennifer enjoys spending time with her family and friends. She is married to Thomas, and they have two sons, Zachary and Noah.
Jordan is a native Eastern Kentuckian and believes his upbringing there has shown him the value of work ethic and honesty. He specializes in retirement and business planning, working extensively with pre-retirees and retirees. As an independent financial advisor, Jordan enjoys getting to know his clients and allowing them to enjoy their retirement by providing them guidance.
Jordan is a graduate of Centre College in Danville, Kentucky where he earned his Bachelor of Science degree in Economics and Finance. While at Centre, Jordan enjoyed success in the classroom and on the baseball field.
During his time in college, he already had his mind set on a career in the financial services industry, completing an internship here at IFP, and later the Series 65 exam. He has earned his CFP® designation and is also licensed to sell life and health insurance in Kentucky.
Jordan and his wife, Sydney, reside in Lexington. When not at work, Jordan enjoys reading a good book, podcasting, adventuring in the great outdoors, or watching the Cincinnati Reds. Jordan and Sydney attend Southland Christian Church in Lexington, where Jordan also volunteers as a youth group leader.
"Jordan is an Investment Advisor Representative of and offers advisory services through Investments & Financial Planning, LLC, a registered investment advisor, but is not a Registered Representative of Securities Service Network(SSN), LLC and does not offer securities products through SSN”.
David enjoys working with individuals and business owners to develop strategies and financial plans for their specific needs.
He’s a graduate of the University of Pikeville (formerly Pikeville College) where he earned his degree in Business Administration with an emphasis in Accounting/Management.
A firm believer in continuing education, David advanced his education in financial services at The American College and The Institute of Business & Finance. He is a Certified Financial Planner™, a Chartered Financial Consultant® and a Certified Fund Specialist®. He also holds various other industry designations and licenses, including FINRA series 6, 63 and series 7 registrations, as well as life, health, and variable insurance licenses. In addition to this, David holds a Masters of Science degree in Financial Services (MSFS).
He specializes in investment planning, asset allocation, risk management, retirement planning, insurance planning, education planning, social security planning, estate planning, and comprehensive financial planning.
In his spare time, David enjoys spending time with his family, reading, attending church, and taking walks with his Cavalier King Charles Spaniels, Mason, Ireland, and Katie. David and his wife, Tonya, have two daughters.
Eric specializes in areas of investment management, financial planning, retirement planning, educational planning, risk management, insurance- and estate planning.
As a native of Kentucky, Eric’s parents instilled the importance of family, hard work, honesty and integrity in him at an early age. He has carried these values over to his professional career in advising his clients in their financial matters.
As an independent financial advisor, Eric takes pride in providing his clients with an honest evaluation of their financial situation. He truly enjoys learning about each of his clients to better understand how they view investing, retirement, money and their finances in general. Eric firmly believes that in order to provide objective advice, one must be an independent advisor. He is committed to helping guide people toward making wise and informed financial decisions that will benefit them and their families for generations to come.
Eric is a graduate of Morehead State University where he earned his Bachelor degree in Business Administration with a concentration in Finance. He entered the financial services industry immediately following and hasn’t looked back since. Eric has additional training and course work in the areas of investment management, financial planning, retirement planning, risk management and insurance, personal and corporate finance, and estate planning. He currently holds FINRA series 6, 63, 7, 24, & 66 registrations and is properly licensed with the state of Kentucky for life insurance and health insurance.
In his free time, Eric enjoys attending church, basketball, the outdoors, reading, and spending time with his wife, Amanda.