Our Team

David is located in Lebanon, Kentucky and works with families, businesses and individuals in building long-term wealth. David also has a background in insurance & risk management to assist in the protection of client assets. Has been...

Sara has been working in the financial industry as David’s Senior Executive Assistant for about four years. She is responsible for processing paperwork for new clients, as well as managing the current client’s accounts, and...

Stacey has been working in the financial industry as David’s Executive Assistant for just under a year. She is responsible for processing paperwork, managing client accounts, and day to day office tasks. Stacey is a lifelong...

Amanda is the most recent addition to the WFS team in a client relations & marketing role. She has a background in relationship development and marketing to assist in continuing to build and maintain...