Covington Office

Meet the Team

Andy Sathe

sr. financial advisor / shareholder

Bob Sathe

Chairman

Chris Cochran

Sr. Financial Advisor

Dawn Gilliland

client associate

Kris Kellinghaus

director of investments, cio / shareholder

Matt Sathe

Consultant

Nancy Martin

sr. client associate

Nick Newell

investment analyst and trader

Peter Bryans

sr. INVESTMENT analyst

Steve Wright

SR. FINANCIAL ADVISOR / SHAREHOLDER

Terri Carl

Insurance Case Manager

Tim Gavin

director of operations, cco / shareholder

Come Visit Us

Covington Office:

50 E RiverCenter Blvd

Ste 300

Lexington, Kentucky

41011