Jeremy Tincher, CFP®

Jeremy Tincher, CFP®

Partner

I have called Owensboro, KY home for over 30 years.  I enjoy spending time with my wife, Iryna, and our four children: Logan (2004), Anastasia (2005), Langston (2008) and Lucas (2011).

My passion is guiding others in their financial endeavors.  I take pride in spending an abundance of time with each client; therefore, I intentionally limit the number of new clients added to my firm.  I strive to develop strong personal relationships with each client, centered around proactive service and being available to them anytime and anywhere.

Areas of focus

  • Investment Management
    • Client/Institutions with more than $500,000 of Investable Assets
  • Small Business Owners/Entrepreneurs
  • Attorneys
  • Farmers
  • Physicians
  • Strategic Planning for High Net Worth Individuals
    • Insurance, Estate and Legacy Planning
  • Retirement Planning
  • Income Planning in Retirement

Education / Background

  • Cum Laude Graduate from Kentucky Wesleyan College, 1999
  • CFP®, CERTIFIED FINANCIAL PLANNERTM practitioner (since 2004)
  • 22 Years Experience as a Financial Planner/Investment Manager

Interests / Passions

  • Unique Adventures with My Family
  • Golf, Hiking, Exercising, Skiing, Traveling
  • Entrepreneurial Activities and Strategic Thinking

Kim Woznicki

Kim Woznicki

Operations Manager

Ashley Bradshaw

Ashley Bradshaw

Assistant

Debbi Wagner

Debbi Wagner

Receptionist

Phone 270.240.4752