Our Team

<sup>ABOUT US</sup>Our clients are the heartbeat of our firm.

ABOUT USOur clients are the heartbeat of our firm.

We went into the financial business with one purpose in mind: to help those who are struggling to find the financial guidance they need, and in doing so, becoming active stewards of God’s blessings.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

OUR PROFFESSIONALSMeet Our Team

Michael K. Ashworth, CFP&#174;

Michael K. Ashworth, CFP®

MANAGING DIRECTOR

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Katheryn L. Gordon

Katheryn L. Gordon

FINANCIAL ADVISOR

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Patrick G. McQuilling

Patrick G. McQuilling

FINANCIAL ADVISOR

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Amy Ashworth

Amy Ashworth

OFFICE MANAGER

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Lisa Murphy

Lisa Murphy

DIRECTOR OF CLIENT RELATIONS

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Kelly H. Owensby

Kelly H. Owensby

RELATIONSHIP MANAGER

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OUR EXTENDED TEAMLPL Strategic Wealth Services

Paul Marable

Paul Marable

ADMINISTRATIVE ASSISTANT

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Brenton Simonson

Brenton Simonson

CHIEF FINANCIAL OFFICER

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Lacey Armstrong

Lacey Armstrong

SENIOR MARKETING CONSULTANT

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