KENTUCKY – October 2021 – MCF is pleased to announce the addition of Shannon Dalcour, Client Associate, and Matt Rose, Associate Advisor.
Dalcour currently serves as a Client Associate for the Wealth Management division in the Lexington, Kentucky office. Prior to MCF, Shannon worked as an Administrative Assistant in the public accounting industry for nearly 22 years. Before that, Shannon was a Judicial Secretary. Shannon attends Southland Christian Church and in her spare time enjoys reading, spending the summer months boating on the lake with her family, and UK basketball and football. Shannon is an animal lover and has 2 dogs, Lucy (shih-tzu) and Ares’ (german shepherd).
Matt Rose serves as an Associate Advisor in the Lexington office. Matt works primarily in the wealth management division where he helps develop and maintain financial plans for clients. He graduated with a Bachelor of Business Administration degree in Finance from Lipscomb University where he played Division 1 basketball. Matt resides in Lexington with his wife Caroline, and they worship together at Commonwealth City Church. Matt spends his time reading, playing the piano, and communing with friends and family.
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. MCF provides management and/or consulting services on over $2 billion of assets. For the past six years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list.
IMPORTANT DISCLOSURE INFORMATION
MCF Advisors, LLC (“MCF”) is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about the adviser can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. MCF may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by MCF), or any non-investment related content, made reference to directly or indirectly in this blog/newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog/newsletter serves as the receipt of, or as a substitute for, personalized investment advice from MCF. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MCF is neither a law firm nor a certified public accounting firm and no portion of this content should be construed as legal or accounting advice. A copy of MCF’s current written disclosure statement and customer relationship summary (“Form CRS”) discussing our advisory services and fees continues to remain available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. If you are a MCF client, please remember to contact MCF, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.