In order to serve you proficiently, we have forged a team of professionals whose specialized expertise combined with years of experience puts you in the best position to meet you or your organization's investment goals.
Phone: 859.392.1372Fax: 859.392.8603Email: email@example.com
Peter Bryans is an Investment Analyst within the Investment Management Department (IMD). Peter performs investment research for both the Wealth Management and Institutional divisions of the firm. Prior to joining MCF, Peter worked for over three years as an analyst and trader for a small investment research firm in Cincinnati, OH. Peter graduated with an undergraduate degree in Finance from The Ohio State University and is also a CFA Charterholder. During his free time, Peter enjoys spending time with his fiancé, family, and friends and, of course, rooting for his beloved Buckeyes.
Phone: 859.967.0999Fax: 859.967.0883Email: firstname.lastname@example.org
Anne Canales is a Client Associate at MCF. Annie began with MCF in 2017 and is located in the Lexington, Kentucky office. Before joining MCF, she worked for several companies as an Administrative Assistant, one of which was located in Times Square, NYC.
On July 7, 2018, Annie was married to the love of her life, James Canales. The union also honored her with the title of Step-Mom to two beautiful children, Eli & Anna. Her husband, James, recently retired from the military in June 2018 after serving our country for 20 years.
When not working for MCF, Annie enjoys creating floral arrangements for her side business as well as servicing her Mary Kay clientele. She regularly attends Southland Christian Church.
Phone: 859.392.1388Fax: 859.392.8603Email: email@example.com
Terri Carl began her career at MCF Advisors, LLC in 2007 and currently serves as an Insurance Administrator and Personal Assistant to Robert Sathe. Terri has been a Resident Agent for the state of Kentucky for Life Insurance since 2013. Terri attended NFP School of Excellence for Underwriting and completed 2014-2015 Academy of Life Underwriting 101 with distinction. Prior to MCF, Terri worked in orthopedic nursing as a Registered Nurse for seven years.
Terri attended Northern Kentucky University where she earned her degree in nursing. Terri is an active member of St. Joseph Parish in Crescent Spring, Kentucky.
Phone: 859.392.8604Fax: 859.392.8603Email: firstname.lastname@example.org
Chris Cochran joined MCF 15 years ago. Chris is a Senior Consultant specializing in insurance. Prior to joining MCF, Chris represented Massachusetts Mutual, Union Central, Connecticut Mutual and US Financial Life as agent, Vice President of Agencies performing sales, marketing, recruiting, training and product design functions. He earned a Bachelor of Arts in Political Science from the University of Kentucky and is a Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU).Chris resides in Fairfield, Ohio with his wife Debbie. Chris and Debbie have seven children and are proud grandparents of 16 grandchildren. Chris is actively involved in community organizations including founder of the Jane Martin Cochran Memorial Fund serving Kenton (N KY) County Schools, the Catholic Inter-City Services Education Committee and was Chairman of the Greater Cincinnati Gideon Bible Blitz for Cincinnati/N. KY in 2016. Professionally, Chris is Past President of The Cincinnati Chapter of Society of Financial Service Professionals and Pro Bono contributor/speaker to NKU/Salmon P. Chase School of Law’s Transactional Business Law class.
Phone: 859.967.0997Fax: 859.967.0883Email: email@example.com
Scott Downing is a Consultant based in MCF’s Lexington office. He joined MCF in 2015. Prior to that, Scott worked for another independent financial planning firm in Lexington. Scott began his financial services career in 2006 with Vanguard at their corporate headquarters in Malvern, PA where he worked in the High Net-Worth Retirement division. Scott graduated from the University of Kentucky with a Bachelor’s Degree in Business Administration.
Scott is originally a native of Maysville, KY, but now makes his home in the Hamburg area of Lexington. His wife Allison is a native of St. Louis, MO, and she works as a teacher at The Lexington School. They have a son and a daughter who are twins.
Scott is Board President for The Lexington Dream Factory, a graduate of Leadership Lexington, Past Chair of Leadership Lexington Alumni Association, board member of the UK Fayette County Alumni Association, and an active member and volunteer at Southland Christian Church. Scott also enjoys playing golf whenever possible.
Phone: 859.392.1374Fax: 859.392.8603Email: firstname.lastname@example.org
Tim holds the positions of Vice President, Operations, Chief Compliance Officer, and Shareholder of MCF. In these roles, he oversees the firm’s day-to-day operations and compliance functions. His daily focus is integrating business processes and organizational strategies which promote the best service offering for our clients.
A 10 year veteran of MCF, Tim has consistently served clients in various service roles throughout his tenure. Tim is a Certified Financial Planner™professional and continues to work with clients in developing, implementing, and monitoring their financial plans. He is a member of the firm's Executive Investment Committee.
Phone: 859.392.8600Fax: 859.392.8603Email: email@example.com
Stephanie Grant is a Client Associate at MCF Advisors. Stephanie began with MCF in December 2016 and is located in the Cincinnati / Northern Kentucky office. Prior to MCF, she was the Project Manager at Market Solutions from 2014-2016 in Columbus, OH. Stephanie also worked for the Muscle Dystrophy Association from 2012-2014 as the Healthcare Administrator in Cincinnati, OH.
Stephanie earned a Bachelor of Arts in Communication Studies in 2012 from Northern Kentucky University. In her spare time, Stephanie enjoys teaching yoga, traveling and spending time with friends and family. She regularly attends Crossroads Church.
Phone: 859.967.0991Fax: 859.967.0883Email: firstname.lastname@example.org
Dave serves as CEO of MCF.
Community Service and Boards:
In 2016, Governor Bevin appointed Mr. Harris to the Kentucky Retirement Systems (KRS) Board of Trustees, of which he currently serves as the Chair of the Board and Investment Committee. He also is currently serving on the Board of Directors of Lexington Christian Academy, Inc. and Armstrong Energy, Inc.
Dave has served many organizations throughout Kentucky and Nationally: American Diabetes Association; Isaiah House Ministries; God’s Pantry; National Financial Partners; Lighthouse Ministries; National Association of Plan Advisors; Chairman of Seven Stones Farm; Foundation for Better Communities in addition to supporting many other organizations.
Phone: 859.967.0994Fax: 859.967.0883Email: email@example.com
Jeff Jennings is a Certified Financial PlannerTM based in MCF’s Lexington office. Prior to joining MCF, Jeff worked for two of the big four national brokerage houses. He stress tested retirement cash flow models for private clients and recommended appropriate risk strategies. He analyzed investment classes, market trends, and specific sector and industry strength. Prior to that, Jeff accessed and quantified risk for institutional clients in a legal capacity. Jeff graduated with a Juris Doctorate from the University Of Kentucky College Of Law and an undergraduate degree in economics.
Jeff is a member of the Bluegrass Estate Planning Council, American Bar Association, Trust, Taxation & Probate Sections of the Kentucky Bar, Thoroughbred Club of America, United States Tennis Association & Cave Run Sailing Association. Jeff serves on the board of UK’s Spindletop Hall and as a ruling elder for First Presbyterian Church in Lexington. In his free time Jeff operates a farm in Scott County, on which he lives with his wife and daughters.
Phone: 859.392.1377Fax: 859.392.8603Email: firstname.lastname@example.org
Kris Kellinghaus serves as Senior Vice President, Chief Investment Officer for MCF Advisors, LLC. Kris is the head of the Investment Management Department and leads the Executive Investment Committee in developing MCF’s investment outlook and investment program. He oversees all aspects of portfolio management and research, including asset allocation, due diligence, security selection, and implementation. Prior to joining MCF, Kris worked for investment firms in Northern Kentucky and Cincinnati as an investment advisor and associate portfolio manager.
Kris is a CFA Charterholder, CAIA Charterholder, and a CERTIFIED FINANCIAL PLANNER™ professional. He graduated from Northern Kentucky University with a Bachelor of Science in Finance, received his MBA in Finance from Xavier University, and earned his Master of Arts in Applied Economics from the University of Cincinnati. Kris lives in Northern Kentucky with his wife Kristen their two children and enjoys spending time with family and friends, running, and volunteering.
Phone: 859.967.0992Fax: 859.967.0883Email: email@example.com
Sean Lamanna is an Investment Operations Associate based in MCF’s Lexington office. He joined MCF in 2017. Sean works closely with the investment team, operations and consultants to better serve the clients on a day to day basis.
Sean earned a Bachelor of Business Administration in Finance and Management from the University of Kentucky. Outside of the office, Sean spends most of his time with his wife Sydney and family, finding new hiking spots, watching sporting events, traveling or reading. He is also a member at Southland Christian Church.
Phone: 859.967.0992Fax: 859.967.0883Email: firstname.lastname@example.org
As Retirement Plan Administrator, Clare works with the institutional plans, specifically their demographic reporting, plan design analysis, and benchmarking for current and prospective clients. Clare joined the team in 2017 and is located at the Lexington office.
Prior to MCF Advisors, Clare was an Audit Staff Accountant at a Public Accounting Firm, from 2014-2017. Clare earned her Bachelor of Science in Accounting in 2015 from Northern Kentucky University.
Clare was an active member of Delta Gamma Fraternity and is a part of their Alumnae Chapter. She is originally from Northern Kentucky, but currently resides in Georgetown, KY. When she is not working, Clare enjoys going to the gym, and spending time with friends and family.
Phone: 859.967.0995Fax: 859.967.0883Email: email@example.com
Brittany has been with MCF Advisors since August of 2012 after three years in the public accounting industry, working with individuals and small businesses in the Lexington and surrounding areas. Brittany serves as MCF’s Vice President, Finance and Wealth Manager. Brittany works in the Wealth Management division, assisting clients and consultants in the development and maintenance of holistic financial plans. In addition to her work in the financial planning process, Brittany serves as the firm’s internal accountant, overseeing all the firm’s finances.
Prior to joining MCF, Brittany began her career as an Accounting and Compliance Specialist with Dean Dorton Allen Ford PLLC. Brittany earned her Certified Financial PlannerTM Practitioner certification in 2013 and has been licensed as a Certified Public Accountant since 2010. Brittany attended the University of Kentucky where she earned both a Bachelor of Science and a Master of Science in Accounting.
Brittany lives in Lexington with her husband, Justin, and is involved in several community organizations including the Junior League of Lexington, the Bluegrass Estate Planning Council, the Lexington Catholic High School Alumni Council, the American Institute of Certified Public Accountants, and the Kentucky Society of Certified Public Accountants. Brittany is also a parishioner at the Cathedral of Christ the King.
Phone: 859.392.8601Fax: 859.392.8603Email: firstname.lastname@example.org
Nancy Martin, FPQP™ began her career with MCF in 2002 and currently serves as a Senior Client Associate in the Covington, Kentucky office. Prior to MCF, Nancy worked as an administrative assistant. Before that, Nancy was a Phlebotomist at St. Elizabeth Medical Center. Nancy attended Northern Kentucky University. In her spare time, Nancy enjoys fostering dogs & puppies for the Stray Animal Adoption Program.
Dr. McNabb, Ph.D., CFA, has worked on tax and investment issues for individuals and institutions over twenty years. Mark is a CFA Charterholder and has published review cases on portfolio allocation for both the national and local societies of the CFA Institute. He earned his doctorate in finance at the University of Texas at Austin while studying financially distressed firm restructurings. He also has a Masters in Taxation from the University of Virginia and has served high net worth clients at a Big Four accounting firm.
When not working on allocation issues and economic forecasts, Dr. McNabb is a Visiting Assoc. Professor at Bucknell University where he focuses on investments and portfolio management. He is also a member of the Strategic Advisory Council for the North Carolina Society of CFAs.
Phone: 859.392.1379Fax: 859.392.8603Email: email@example.com
Nicholas joined MCF in 2017 as an Investment Associate. As part of the Investment Management Department, he is responsible for rebalancing and strategy implementation for client portfolios across MCF’s two divisions, as well as assisting with investment research. Prior to joining MCF, Nicholas worked for two years at a broker-dealer.
He earned his MBA degree and Master of Science degree in Finance from the University of Cincinnati. He is currently a Level 2 candidate of the CFA program and a Part 2 candidate of the FRM (Financial Risk Manager) program. In his free time, he enjoys outdoor activities, cooking, reading, Latin, and collecting rare coins.
Phone: 859.967.0990Fax: 859.967.0883Email: firstname.lastname@example.org
Hunter serves as a Consultant with MCF. Within his role at MCF, Hunter leads clients in both the Wealth Management and Institutional Divisions. He studied Business Administration and Communications at Georgetown College and was a 4 year football starter during his time there. After graduating in 1999, he worked for locally owned bank, where he held many roles from the insurance sales to commercial lending. His service with the bank ended after 10 years as a Vice President of Lending and Relationships where he managed over $70 million in relationships for the bank. In 2009, he joined wealthMD Corp as a full time Investment Advisor Representative and eventually VP of Investments, from late 2009 through July of 2015, when he left to join the team at MCF. He is active in leading clients by developing strategies, comprehensive financial planning and client education.
Hunter lives in Lexington with his wife of 17 years, Amanda who is a Registered Dietician who owns her own business consulting people from all over the country on nutrition and exercise. They have two children Tyler and Molly Hunter. He serves several nonprofit organizations such as Aiden’s Angels (Board Member), Lakeview Estates Lake Association (Board Member), The Cystic Fibrosis Foundation amongst others. His family attends Crossroads Christian Church. He also enjoys outdoor activities, golf, hunting and fishing as well coaching youth sports.
“Servant Leadership is the deeply embedded with everyone who works here at MCF. My favorite part of this job is when we have worked on a financial plan for a client and I can show them clearly that they have met their goals in saving for retirement and no matter what storm comes ahead they will be ok. The look of the weight lifted on a client’s face when that realization come to fruition is an amazing feeling to take in.”
Phone: 859.967.0993Fax: 859.967.0883Email: email@example.com
As Vice President, Senior Plan Consultant, Alyssa delivers consultative guidance and support to over 50 institutional plan sponsor clients. In her role, Alyssa provides support in areas of fiduciary compliance (DOL and ERISA), plan design and benchmarking, vendor management, regulatory updates and leads participant engagement initiatives.
Alyssa holds certifications as a Chartered Retirement Plans Specialist, CRPS® and a Certified Plan Fiduciary Advisor, CPFA®. She joined MCF in 2013 and is located in the Lexington, Kentucky office. Alyssa earned her degree in Integrated Strategic Communications from the University of Kentucky in 2010.
Alyssa is involved in several community organizations including the Cardinal Hill Easter Seals Junior Board and the University of Kentucky Alumni Association. She is also an active member at the First United Methodist Church in Lexington, Kentucky.
Phone: 859.392.1376Fax: 859.392.8603Email: firstname.lastname@example.org
Andy Sathe, MBA, CLU, CFP®, has been with MCF for almost 10 years, serving as a Consultant within our Wealth Management division. He earned his undergraduate degree in Finance with a 2nd major in Philosophy from the University of Notre Dame, and later, an MBA from the Kelley School of Business at Indiana University.
Mr. Sathe’s career has included stops in commercial real estate as well as investment banking. He is also highly involved in the local community, serving on multiple boards including Connetic Ventures, the UC Economics Center, UpTech, and the Cincinnati Golfers’ for Charity.
Andy resides in Hyde Park with his wife and 4 daughters.
Phone: 859.392.8602Fax: 859.392.8603Email: email@example.com
Robert B. Sathe, CLU, ChFc® is Chairman of MCF . Prior to founding MCF, Bob was the Regional Chief Executive Officer for CIGNA Financial Advisors. He was with CIGNA for 30 years before retiring in the year 2000.
Bob has served on many boards in Cincinnati and Northern Kentucky including Playhouse in the Park, Carnegie Arts Center, Thomas Moore College, Thomas Moore College Foundation, Cincinnati Ballet, Fine Arts Institute, Fine Arts Annual Fund, Metropolitan Club, Coldstream Country Club, Cancer Family Care, Boy Scouts, Red Cross, Bethesda Hospitals, MMC, INC., CPX Family of Companies, Executive Committee for the Institute for Religious Liberty and was a Founder of The Bank of Kentucky.In 1992, he received his Honorary Doctorate from Thomas More College for his work while on the board. He has also been recognized with the Dorothy Wood Community Service Award by Redwood School, Barbara Roe Lang Special Service Award by Cancer Family Care, the Bishop Hughes Award for his contribution to Catholic higher education in Kentucky and the Presidents' Award by his alma mater Luther College. Bob has chaired many fund raising efforts in Northern Kentucky and Cincinnati.
Bob and his wife, Dell Ann, have four children, Andy, Jennifer, Elizabeth and Matthew. They also have eight grandchildren.
Phone: 859.392.1385Fax: 859.392.8603Email: firstname.lastname@example.org
Matt Sathe is a Consultant at MCF specializing in Insurance. Matt began with MCF in January of 2014 and is based in the Covington, Kentucky office. Prior to MCF, Matt worked as an Internal Wholesaler at Nationwide Financial from 2011 to 2014. Matt also served as the Sales Support Manager at the Life Insurance Division of Partners Financial from 2010 to 2011.
Matt earned his degree in Political Science from the University of Dayton. He is also involved in the community; serving on the board of The Cancer Support Community, St. E’s Foundation, Sisters of Notre Dame De Namur & Big Brothers Big Sister. In his spare time Matt enjoys spinning, golf, and surrounding himself with good friends & family.
Phone: 859.967.0880Fax: 859.967.0883Email: email@example.com
Lacy Sisk serves as the Marketing Specialist at MCF. In her role, Lacy handles the marketing needs for the firm and functions as the executive administrative assistant to Dave Harris. Lacy started with MCF in January 2016 and is located in the Lexington office. Prior to MCF, Lacy spent four years working in Orlando, Florida at Universal Orlando Resort and Walt Disney World. While at Universal Orlando Resort, Lacy worked in the marketing department and ran 128 events annually at Walt Disney World.
Lacy earned a Bachelor of the Arts in Political Science in 2012 from Samford University in Birmingham, Alabama. Lacy is a member of Lexington's Junior League. Lacy is an active member of Southland Christian Church and is a proud supporter of the University of Kentucky Wildcats.
Phone: 859.967.0998Fax: 859.967.0883Email: firstname.lastname@example.org
Amanda Trail serves as a Senior Client Associate in the Wealth Management division at MCF Advisors. Amanda began with MCF in November of 2014 and is located in the Lexington, Kentucky office. Amanda earned her Financial Paraplanner Qualified ProfessionalTM designation in October 2016 and assists both clients and consultants throughout the financial planning process.
Prior to MCF, Amanda was a Junior Field Representative in the Lexington District Office of United States Majority Leader Mitch McConnell. She also worked as a Paralegal/Legal Assistant at Boehl, Stopher & Graves, LLP. Amanda earned a Bachelor of Education in Kinesiology and Health Promotion in 2010 and received a Post-Baccalaureate Certificate in Paralegal Studies from Sullivan University in March 2012.
Amanda is involved in several local organizations including the University of Kentucky Alumni Association and the Republican Party of Fayette County. She is also a parishioner at Mary Queen of the Holy Rosary church in the Diocese of Lexington. In her spare time, Amanda enjoys cheering on the Kentucky Wildcats, reading with her book club, playing soccer with her team in the Kentucky Indoor Soccer league and training for half-marathons.
Phone: 859.392.1373Fax: 859.392.8603Email: email@example.com
Stephen A. Wright, CFP®, CRPC® is a Consultant at MCF Advisors in the Cincinnati / Northern Kentucky office. Steve joined the firm in 2017 and has over 18 years of experience in serving clients by providing comprehensive financial services.
Steve joined Morgan Stanley in 2009 and prior to that spent 10 years at Merrill Lynch in Ft. Mitchell, Kentucky as an Assistant Vice President. In 2005 Steve achieved the designation of CERTIFIED FINANCIAL PLANNER™ and in 2008, through the College for Financial Planning, earned the Chartered Retirement Planning CounselorSM certification.
Steve graduated from Thomas More College with a Bachelor of Arts degree in Business with an emphasis in Finance. While at Thomas More College he studied globalization in Australia. After graduating, Steve served as the secretary, then president of the Alumni Board of Directors for Thomas More College. Currently, Steve sits on the Board of Directors for two local non-profits and also serves the community on various committees.
Steve lives in Northern Kentucky with his wife, Amy, and their three children.