Our Team

Phone: 859-543-8188
Fax: 859-543-8242
E-mail: emullins@investfp.com

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.

In his free time, Eric enjoys attending church, basketball, the outdoors, reading, and spending time with his wife, Amanda.

Phone: 859-543-8188
Fax: 859-543-8242
E-mail: dshort@investfp.com

David brings a collaborative approach to financial planning. He believes in creating strategies that are not merely plans, but shared journeys toward achieving your financial goals.

David grew up in Fleming-Neon, where his family instilled in him the values of hard work and determination-- principles that would later form the foundation of his educational and career success.

He earned his Bachelor’s degree in Business Administration with majors in both Accounting and Management from the University of Pikeville, graduating with honors in just three and a half years.

Post-graduation, David continued to hone his expertise through advanced studies at The American College and the Institute of Business & Finance. He holds several prestigious credentials, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Fund Specialist® (CFS®), and Retirement Income Certified Professional® (RICP®). He also earned a Master of Science in Financial Services (MSFS).

Always seeking growth, David has furthered his development through coaching programs with prominent leaders including Tony Robbins, Earl Kemper, and Jack Canfield.

Outside of work, David is a devoted family man who enjoys reading, golfing, traveling, and outdoor motor sports.  His achievements have been recognized with honors such as the "Rising Young Alumni Award" from UPike and the "Kentucky Colonel", the highest civilian award in the state of Kentucky.  In the fall of 2025, David was inducted into the Coleman College of Business Hall of Fame at Upike.

David and his wife Tonya cherish their time on their family farm in Lexington, Kentucky, with their daughters, Reece, 17, and Reagan, 13, as well as their two Cavalier King Charles Spaniels, Ireland and Katie.

Phone: (859) 543-8188
Fax: (859) 543-8242
E-mail: jcurtsinger@investfp.com

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 Liaison 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.

Phone: (859) 543-8188
Fax: (859) 543-8242
E-mail: skober@investfp.com

Steven comes to us from sunny Long Island, NY. He is a retired U.S Army Veteran and a single father to his teenage girl, Madison. Steven was stationed at Ft Campbell, KY as a drone operator and retired from service in 2010. 

As a Client Liaison, Steven sees every task to completion and excels in customer service and workplace decorum. In his spare time Steven enjoys the ocean, surfing and snowboarding.