David L. Harris, Jr.

CEO | Co-Founder

Phone: 859.967.0991
Fax: 859.967.0883
Email: dharris@mcfadvisors.com

Dave serves as CEO and Co-Founder of MCF. 

He attended University of Illinois with a Bachelors of Science Degree in Agricultural Finance. He is married to Jennifer, his wife of over 35 years. Together they have two children and 5 grandchildren. He has held numerous professional and civic positions of influence within his professional career that make his experience and leadership invaluable.

Professional Career:

• 1980, Commodity Trader on the Chicago Mercantile Exchange
• 1985, Vice President of Integrated Resources, Inc.
• 1989, Founder and CEO of MidSouth Capital Asset Management LLC an SEC Registered Investment Management Firm. Sold in 2000
• 2000, Executive Vice President Central Bank & Trust
• 2004, Co-Founder & COO of MCF Advisors LLC,
• 2015 – Present, CEO of MCF Advisors
  • Wealth Management Division - (individuals, families business owners)
  • Institutional Division - (defined contribution, deferred compensation & defined benefit plans; endowments, family offices)  

Corporate Boards and Community Service:

Current: 

• Governor appointee to KY Retirement System Board of Trustees (KRS), $18 billion pension fund assets for state employees
• Chairmen of the Board of Trustees
• Chairman of Investment Committee
• Chairman of Actuarial Subcommittee
• Seven Stones Farm Board of Directors
• Worldwide Equipment Enterprises, Inc., Board of Directors

Former:

• Armstrong Energy, Inc., Board of Directors
• Retirement Plan Advisory Group Board of Directors
• Lexington Christian Academy Board of Directors 
• Lexington Christian Academy Foundation Board of Directors
• Gods Pantry Board of Directors 
• Isiah House Ministries Board of Directors
• Lighthouse Ministries Board of Directors
• Bluegrass Youth for Christ Board of Directors
• Go International Board of Directors
• American Diabetes Assoc. Board of Directors
• American Diabetes Foundation Board of Directors
• Foundation for Better Communities Board of Directors

Robert B. Sathe, CLU^®, ChFC^®

Chairman | Co-Founder | Partner

Phone: 859.392.8602
Email: bsathe@mcfadvisors.com

Bob is the Chairman and Co-Founder of MCF Advisors, based in our Covington office. Prior to establishing MCF, he served as Regional Chief Executive Officer for CIGNA Financial Advisors, where he spent 30 years before retiring in 2000. 

A dedicated leader and philanthropist, Bob has served on numerous boards across Cincinnati and Northern Kentucky, including Playhouse in the Park, Carnegie Arts Center, Cincinnati Ballet, Thomas More College, and Cancer Family Care. He was also a founder of The Bank of Kentucky and has led various charitable fundraising efforts throughout the region. 

Bob holds an Honorary Doctorate from Thomas More College and has been recognized with multiple honors, including the Dorothy Wood Community Service Award, the Bishop Hughes Award for contributions to Catholic higher education, and the Presidents’ Award from his alma mater, Luther College. 

He and his wife, Dell Ann, live in Northern Kentucky and have four children—Andy, Jennifer, Elizabeth, and Matthew—and eight grandchildren. 

Brittany B. Manning, CPA, CFP^®

Chief Operating Officer | Partner

Phone: 859.967.0995
Email: bmanning@mcfadvisors.com

Brittany is the Chief Operating Officer and a Partner at MCF, based in our Lexington office. She joined the firm in 2012 after working in public accounting, where she supported individuals and small businesses across Central Kentucky. As COO, Brittany oversees day-to-day operations and helps execute MCF’s long-term strategic growth initiatives, playing a key role in supporting the team and client experience. 

Brittany began her career as an Accounting and Compliance Specialist with Dean Dorton Allen Ford PLLC. She is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed Certified Public Accountant. She holds both a Bachelor of Science and a Master of Science in Accounting from the University of Kentucky. 

Brittany lives in Lexington with her husband, Justin, and their children. She is active in several community and professional organizations, including the Bluegrass Estate Planning Council, AICPA, and the Kentucky Society of CPAs. She is also a parishioner at the Cathedral of Christ the King and serves on the PTO at Christ the King School. In her free time, she enjoys traveling and cheering on the Kentucky Wildcats. 

Timothy A. Gavin

Senior Financial Advisor | Director of Operations and Chief Compliance Officer |Partner

Phone: 859.392.1374
Email: tgavin@mcfadvisors.com

Tim is a Senior Financial Advisor, Director of Operations, Chief Compliance Officer, and Partner at MCF, based in the Louisville office. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the firm’s Executive Investment Committee. In addition to advising individuals, families, and organizations, Tim oversees MCF’s day-to-day operations and compliance functions. 

He holds a BBA in Finance & Accounting and an MBA from the University of Cincinnati. Prior to joining MCF in 2008, Tim began his career at Fifth Third Bank and later managed endowment and debt efforts at the Sisters of Mercy. 

Tim and his wife, Kelly, live in Louisville with their son, Tate, and enjoy spending time outdoors. They are active members of Crossroads Church. 

Kristopher J. Kellinghaus, CFA^®, CAIA^®, CFP^®

Chief Investment Officer, Director of Investments | Partner

Phone: 859.392.1377
Email: kkellinghaus@mcfadvisors.com

Director of Investments, Chief Investment Officer | Partner 

Kris is the Director of Investments, Chief Investment Officer, and a Partner at MCF, based in our Covington office. He leads the firm’s Investment Management Department and chairs the Executive Investment Committee, guiding MCF’s capital market outlook and investment strategy. Kris oversees all aspects of portfolio management and research, including asset allocation, due diligence, security selection, and risk management. 

Prior to joining MCF, Kris held investment advisory and portfolio management roles at firms in Northern Kentucky and Cincinnati. He holds a B.S. in Finance from Northern Kentucky University, an MBA in Finance from Xavier University, and an M.A. in Applied Economics from the University of Cincinnati. He is a CFA^® Charter holder, a Chartered Alternative Investment Analyst (CAIA^®), and a CERTIFIED FINANCIAL PLANNER™ professional. 

Kris has served on the board of the Kentucky Public Employees’ Deferred Compensation Plan since 2020 and currently acts as Chairman. He is also an adjunct professor of Finance at Northern Kentucky University. Kris lives in Northern Kentucky with his wife, Kristen, and their children. In his free time, he enjoys coaching, volunteering, golfing, and spending time with family and friends. 

Amanda C. Meyers, MBA

Director of Finance

Phone: 859.447.9312 
Email: ameyers@mcfadvisors.com

Amanda is the Director of Finance at MCF, based in our Lexington office. She holds an MBA from Louisiana State University and a B.S. in Finance and Accounting from Miami University. She has held positions in corporate finance and accounting across several industries.  In her free time, she volunteers with Ronald McDonald House Charities of the Bluegrass. 

Mardie H. Murray

Integrations Manager | Partner

Phone: 859.440.2127
Email: mmurray@mcfadvisors.com

Mardie is the Integrations Manager and a Partner at MCF, based in the Lexington office. Since joining the firm in July 2019, she has been dedicated to delivering exceptional service experience by supporting both clients and consultants with account maintenance and portfolio servicing needs. 

Prior to MCF, Mardie worked at Fifth Third Bank in their Foundation Office, assisting private and corporate foundations with charitable giving. She also has experience in grant management and development for various hospital foundations. 

Mardie earned a B.A. in Integrated Strategic Communications from the University of Kentucky. A Maysville native, she now lives in Lexington with her husband and two children, Lyla Claire and Parker. Outside of work, she enjoys running carpool, spending time with family, and cheering on the Wildcats. 

Jeff L. Jennings, J.D., CFP^®, AAMS^®

Senior Financial Advisor | Partner

Phone: 859.967.0994
Email: jjennings@mcfadvisors.com

Jeff is a Senior Financial Advisor and Partner at MCF, based in the Lexington office. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Juris Doctor from the University of Kentucky College of Law, along with a degree in Economics. 

Before joining MCF, Jeff worked with two national brokerage firms, where he specialized in stress-testing retirement cash flow models and advising on risk strategies. Earlier in his career, he assessed and quantified risk for institutional clients in a legal capacity. 

Jeff is a member of the Bluegrass Estate Planning Council, the American Bar Association, and several sections of the Kentucky Bar. He also belongs to the Thoroughbred Club of America, USTA, and Cave Run Sailing Association. He serves on the board of UK’s Spindletop Hall and as a ruling elder at First Presbyterian Church in Lexington. Jeff enjoys spending his free time on his farm in Scott County with his wife and daughters. 

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Andrew D. Sathe, MBA, CLU, CFP^®

Senior Financial Advisor | Partner

Phone: 859.392.1376
Email: asathe@mcfadvisors.com

Andy is a Senior Financial Advisor and Partner at MCF, based in our Covington office, with over 15 years of experience serving clients in the Wealth Management division. He brings a deep background in financial planning, commercial real estate, and mergers and acquisitions. Andy holds a B.A. in Finance with a second major in Philosophy from the University of Notre Dame and an MBA from Indiana University’s Kelley School of Business. 

He is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter (CLU) and has been recognized by Five Star Professional (read more) as a top Wealth Manager for four consecutive years for his expertise and commitment to client service. 

Active in his community, Andy serves on the boards of Meals on Wheels and St. Ursula Villa School. He lives in Hyde Park with his wife, Alison, and their four daughters. 

¹ See award disclosures here.

James Scott Downing, CFP^®

Senior Financial Advisor | Partner

Phone: 859.967.0997
Email: sdowning@mcfadvisors.com

Scott is a Senior Financial Advisor and Partner at MCF, based in the Lexington office. He joined the firm in 2015 and has been in the financial services industry since 2006. Prior to MCF, he worked for an independent planning firm in Lexington and began his career at Vanguard’s High Net-Worth Retirement division in Malvern, PA. Scott holds a bachelor’s degree in business administration from the University of Kentucky and is a CERTIFIED FINANCIAL PLANNER™ professional. 

Originally from Maysville, KY, Scott lives in Lexington’s Hamburg area with his wife, Allison, and their twin son and daughter. He serves as Board President for The Lexington Dream Factory, is a graduate and past chair of Leadership Lexington, and volunteers with Southland Christian Church. In his free time, he enjoys playing golf. 

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Christopher T. Cochran,  CLU^®

Senior Financial Advisor

Phone: 859.392.8604
Email: ccochran@mcfadvisors.com

Chris is a Senior Financial Advisor at MCF, based in our Covington office, specializing in insurance solutions. He joined the firm over 15 years ago and has had decades of industry experience. Prior to MCF, he held leadership roles with Massachusetts Mutual, Union Central, Connecticut Mutual, and US Financial Life, focusing on sales, marketing, training, and product design. He holds a B.A. in Political Science from the University of Kentucky and is a Chartered Life Underwriter (CLU^®). 

Chris lives in Fairfield, OH, with his wife Debbie. They have seven children and 16 grandchildren. He is actively involved in the community, including founding the Jane Martin Cochran Memorial Fund and contributing as a pro bono speaker at NKU’s Salmon P. Chase College of Law. 

Hunter B. Nighbert

Financial Advisor & Retirement Planning Specialist | Partner

Phone: 859.967.0990
Email: hnighbert@mcfadvisors.com

Hunter is a Financial Advisor, Retirement Planning Specialist, and a Partner at MCF, based in our Lexington office. He joined the firm in 2015 and serves clients across the Wealth Management and Institutional divisions. With over 27 years in the financial services industry, Hunter specializes in comprehensive financial, retirement, distribution, tax, and estate planning. He collaborates closely with MCF’s Investment Management, Tax, and Legal teams to help clients achieve their long-term goals. 

Hunter earned his degree in Business Administration and Communications from Georgetown College, where he was a four-year starter on the football team. 

He lives in Lexington with his wife, Amanda, a Registered Dietitian and business owner. They have two children, Tyler, a student at the University of Kentucky, and Molly, who attends Lexington Catholic High School. Hunter is active in the community, serving on the board of Aiden’s Angels and supporting organizations like the Cystic Fibrosis Foundation of Kentucky and Revive Ministries. In his free time, he enjoys traveling, being outdoors, and spending time with family and friends. 

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Stephen A. Wright, CFP^®, CRPC^®

Senior Financial Advisor | Partner

Phone: 859.392.1373
Email: swright@mcfadvisors.com

Steve is a Senior Financial Advisor and Partner at MCF, based in the Covington office. With over 25 years of experience, he specializes in helping clients navigate complex financial decisions and align their personal values with their financial goals. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2005. 

Steve holds a Bachelor of Arts in Business/Finance from Thomas More University, where he also studied abroad in Australia. He remains active with his alma mater through the President’s Society and previously served as Secretary and President of the Alumni Board of Directors. 

Steve lives in Northern Kentucky with his wife, Amy, and their three children—Abigail, Mitchell, and Hayden. He enjoys spending time outdoors, reading, traveling, and supporting his children’s activities. Steve also serves on several nonprofit boards and is actively involved in mission work through his local church. 

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Sean T. Lamanna, CFP^®

Financial Advisor | Partner

Phone: 859.967.0882
Email: slamanna@mcfadvisors.com

Sean is a Financial Advisor and Partner at MCF, based in the Lexington office. Since joining the firm in 2017, he has helped clients develop and maintain comprehensive financial plans to support their long-term goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA in Finance and Management from the University of Kentucky. 

Sean lives on the south side of Lexington with his wife, Sydney, and their three children, Stella, Janes, and Jonah. As a family, they enjoy traveling, outdoor adventures, and hiking in the Red River Gorge. Sean also serves on the board of The Nest, a local nonprofit supporting children and families in crisis, and is an active member of Southland Christian Church. 

Matthew L. Rose, CFP®

Financial Advisor & Retirement Plan Consultant

Phone: 859.967.0878
Email: mrose@mcfadvisors.com

Matt is a Financial Advisor and Retirement Plan Consultant at MCF, based in the Lexington office. He supports clients in the Wealth Management division by developing and maintaining comprehensive financial plans. Within the Institutional Services division, he provides leadership in plan administration, DOL and ERISA compliance, plan benchmarking, and investment consultation. 

Matt is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA in Finance from Lipscomb University in Nashville, where he played Division I basketball. 

He lives in Lexington with his wife, Caroline, and their daughter, Ruth. They are active members of Southland Christian Church, and Matt serves on the Lexington Christian Academy Alumni Council. In his free time, he enjoys reading, playing the piano, and spending time with friends and family. 

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Matt K. Poulos, CRPC^®, APMA^® 

Phone: 859.392.8607
Email: mpoulos@mcfadvisors.com

Matt is a Financial Advisor at MCF, based in our Covington office, bringing over 15 years of experience in the financial services industry. He joined the firm in 2023, drawn to MCF’s collaborative, team-based culture and commitment to delivering holistic client solutions. 

Matt is an Accredited Portfolio Management Advisor (APMA^®) and a Chartered Retirement Plan Counselor (CRPC^®), with specialized training in portfolio management and retirement planning strategies. He earned his degree from the University of Cincinnati, where he played collegiate tennis and holds the school’s all-time wins record. 

Matt lives in Ft Mitchell, KY. He enjoys supporting his children in their athletic pursuits—his son plays tennis for Thomas More, and his daughter competes in tennis and swimming at Notre Dame Academy in Covington. 

Ramsey Steele E. Watson, J.D.

Wealth Transfer Advisor

Phone: 859.309.4928
Email: rwatson@mcfadvisors.com

Ramsey is a Wealth Transfer Advisor at MCF, based in our Lexington office. She provides strategic estate planning guidance to high-net-worth individuals and families, including trust and estate administration and planning for business-related interests. She joined MCF in October 2024 and launched MCF Legal, PLLC. 

Ramsey holds a double major in Psychology and Political Science from Western Kentucky University and earned her Juris Doctor from the University of South Carolina School of Law in 2012. She previously served as a judicial law clerk and spent nearly a decade focusing exclusively on estate planning, probate and trust administration, and asset protection. 

Ramsey is licensed to practice law in Kentucky, South Carolina, and Wyoming. She formerly served on the North Charleston Planning Commission and was appointed by Mayor R. Keith Summey in 2017. 

She lives in Lexington with her daughter, Ellie Grace, and their two dogs, Jackson and Lucy. Ramsey attends Southland Christian Church and is active in the community as a member of the University of Kentucky’s Women & Philanthropy organization and a co-coach for the Lexington Christian Little Eagles Cheer team. 

Peter D. Bryans, CFA^®, CAIA^®, CFP^®

Senior Investment Analyst | Partner

Phone: 859.392.1372
Email: pbryans@mcfadvisors.com

Peter is a Senior Investment Analyst and Partner at MCF, based in our Covington office. He joined the firm in 2015 and specializes in investment research for both institutional and wealth management clients. Peter is a CFA^® Charter holder, a Chartered Alternative Investment Analyst (CAIA^®), and a CERTIFIED FINANCIAL PLANNER™ professional. 

Originally from Cincinnati, OH, Peter earned his degree from Ohio State University. He and his wife, Theresa, live in Cincinnati, OH, with their daughter, Mary Ellen, and their English bulldog, Susie. A proud Buckeye family, they enjoy cheering on their alma mater during football season. Outside of work, Peter enjoys spending quality time with his family. 

Nicholas C. Newell, MBA, CFA^®, CAIA^®, FRM^®

Investment Analyst and Trader

Phone: 859.392.1379
Email: nnewell@mcfadvisors.com

Nick is an Investment Analyst and Trader at MCF, based in our Covington office. He supports portfolio rebalancing and strategy implementation for both institutional and wealth management clients. He also conducts investment research focused on asset allocation, due diligence, security selection, and risk management. Nick is a member of MCF’s Executive Investment Committee, which guides the firm’s investment outlook and strategy. 

He is a CFA^® Charter holder, Chartered Alternative Investment Analyst (CAIA), and Financial Risk Manager (FRM^®). Nick holds an MBA and a Master of Science in Finance from the University of Cincinnati. Prior to joining MCF in 2017, he worked for two years at a broker-dealer. 

In his free time, Nick enjoys baking, reading, studying ancient Greek history, and collecting rare coins. 

Harrison M. Dean^®

Investment Associate

Phone: 859.392.1389
Email: hdean@mcfadvisors.com

Harrison is an Investment Associate at MCF, based in our Covington office, supporting both the firm’s Wealth Management and Institutional divisions. He focuses on investment research and operations, with an emphasis on private markets research and allocation. Harrison is a CFA® Charter holder and holds a double major in Finance and Accounting, with a minor in Economics, from the University of Toledo.  

Outside of work, Harrison enjoys both watching and playing sports. 

Pamela D. Crouch

Senior Tax and Accounting Associate 

Phone: 859.447.9415
Email: pcrouch@mcfadvisors.com

Pam is a Senior Tax and Accounting Associate in MCF’s Lexington office. She joined the firm in 2023 and has over 30 years of public accounting experience. She holds a B.A. in Public Administration from the University of Kentucky. 

Pam lives in Lexington with her husband, Jim. They have two daughters, Sarah and Megan, and a Maltese puppy named Ollie. Outside of work, Pam enjoys traveling, tailgating at UK football games, and cheering on the Bengals with her family. 

James B.Stilz Jr., CPA

Tax Advisor

Phone: 859.447.9936
Email: jstilz@mcfadvisors.com

Jim is a Tax Advisor at MCF, based in our Lexington office. He joined the firm in 2023 with over 45 years of experience in tax planning and preparation. He began his career in 1977 with John A. Duncan, CPA, and later became a partner in the firm Duncan, Smith & Stilz, PSC, where he worked until 2022. 

Jim earned his Bachelor of Science in Accounting from the University of Kentucky and became a Certified Public Accountant in 1979. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Kentucky Society of CPAs (KSCPA). 

He lives in Lexington with his wife, Cecilia, and their two sons. Together, they are active members of the Church of the Savior, participating in a variety of programs and community activities. 

Stewart A. Smith, CPA

Tax Advisor

Phone: 859.447.9451
Email: ssmith@mcfadvisors.com

Stewart is a Tax Advisor at MCF, based in our Lexington office. He brings over 40 years of experience as a Certified Public Accountant, specializing in tax planning for closely held businesses and their owners. He joined the firm in 2023. 

Stewart earned his Bachelor of Science in Accounting from the University of Kentucky in 1974. He began his career at Coopers & Lybrand (now PwC) before co-founding Duncan, Smith & Stilz, CPA in 1978, where he remained until joining MCF. 

He is a member of the American Institute of Certified Public Accountants (AICPA), the Kentucky Society of CPAs (KSCPA), the Bluegrass Angels, and the Investment Associates of Lexington. He is also a member of the Thoroughbred Club of America and a lifetime member of the University of Kentucky Alumni Association. 

In his free time, Stewart enjoys spending time with family, friends, and his fiancée, Julie. 

Clare C. Adams

Manager of Corporate Retirement Plan Services

Phone: 859.967.0992
Email: cadams@mcfadvisors.com

Clare is the Manager of Corporate Retirement Plan Services at MCF. She joined the Covington office in 2017 and is dedicated to delivering exceptional client experience to MCF’s institutional clients. Clare provides leadership in plan administration, plan design, DOL and ERISA compliance, and investment consultation. She holds certifications as a Qualified 401(k) Administrator (QKA) and a Qualified 401(k) Consultant (QKC). 

Clare earned her Bachelor of Science in Accounting from Northern Kentucky University in 2015. Prior to joining MCF, she worked as an Audit Staff Accountant at a public accounting firm from 2014 to 2017. 

Clare now lives in Independence, KY, with her husband Scott, their daughter Elys, two dogs, Vesta and Ash, and their cat, Zeppelin. In her free time, she enjoys spending time with her family and listening to audiobooks. 

Falecia Franklin, MBA

Plan Consultant

Phone: 859.392.8609
Email: ffranklin@mcfadvisors.com

Falecia is a Plan Consultant at MCF, based in our Covington office. She brings experience in defined contribution and defined benefit services, along with a background in project management and business analytics. Before joining MCF, she held roles at The Kroger Company’s corporate office and Fidelity Investments. She holds an MBA in Business Administration and Management with concentrations in Business Data Analytics, HR, Project and Supply Chain Management, along with a B.A. in Design and Marketing from Northern Kentucky University. 

A fourth-generation Northern Kentuckian, Falecia lives in Latonia and is passionate about supporting her community. Outside of work, she enjoys gardening, cooking, volunteering, and spending time with her three cats. 

Jennifer Willis, QKA

Retirement Plan Administrator

Phone: 859.967.0876
Email: jwillis@mcfadvisors.com

Jennifer is a Retirement Plan Administrator at MCF, supporting the Institutional division from the firm’s Lexington office. She joined the team in June 2022 and brings a background in Human Resources with a strong focus on Benefits Administration. Jennifer holds a Bachelor of Science in Business Administration – Accounting from Sullivan University and a certificate in ERISA Compliance. 

Originally from Berea, KY, Jennifer now lives in Lexington with her husband, Aaron, and their two Chihuahuas. In her free time, she enjoys scuba diving and traveling. 

Lacy S. Gardner

Senior Client Associate

Phone: 859.967.0880
Fax: 859.967.0883
Email: lgardner@mcfadvisors.com

Lacy is a Senior Client Associate in MCF’s Lexington office, where she focuses on delivering exceptional service and client experiences. She joined the firm in 2016. Prior to MCF, Lacy worked in Orlando, FL, holding roles at Universal Orlando Resort’s marketing department and running over 100 events annually at Walt Disney World. 

She earned a B.A. in Political Science from Samford University in 2012. Lacy lives in Danville, KY, with her husband, Brandon. She is an active member of Southland Christian Church and a proud supporter of the University of Kentucky Wildcats. 

Nancy J. Martin

Senior Client Associate

Phone: 859.392.8601
Email: nmartin@mcfadvisors.com

Nancy is a Senior Client Associate in MCF’s Covington office and has been with the firm since 2002. She brings a strong background in administrative support and client service. Prior to joining MCF, Nancy worked as an administrative assistant and previously served as a phlebotomist at St. Elizabeth Medical Center. She attended Northern Kentucky University. 

Outside of work, Nancy is passionate about animal rescue and enjoys fostering dogs and puppies through the Stray Animal Adoption Program. 

Shannon Abbott

Client Associate

Phone: 859.392.1388
Email: sabbott@mcfadvisors.com

Shannon joined the MCF team in August 2024 as a Client Associate based in our Lexington office. She is committed to delivering high-quality service experience, supporting both clients and consultants with ongoing account maintenance. 

Prior to MCF, Shannon worked as an Administrative Assistant in the public accounting industry for approximately 18 years. Before that, Shannon worked as a client service representative in telecommunications for over 5 years. 

Shannon is originally from Clarksville, IN, and now resides in Nicholasville, KY with her husband and two children. Shannon is a Buckeye fan, by marriage, and loves watching football live, in person, or from the comfort of her home. In her spare time, Shannon enjoys cooking, watching her kids compete in athletics, and spending quiet mornings with a warm latte in hand. 

Elijah J. Workman

Client Associate

Phone: 859.967.0975
Email: eworkman@mcfadvisors.com

Elijah is a Service Associate at MCF’s Lexington office, where he supports Financial Advisors and Client Associates with a variety of client service responsibilities, including financial planning data entry, strategy support, and supports the investment and planning processes. He joined the firm in June 2023. 

Elijah earned a Bachelor of Science in Finance with a minor in International Business from the University of Kentucky. During his time at UK, he served as Director of Campus Events for the Student Philanthropy Board and was a member of Theta Chi fraternity. 

Originally from Paducah, KY, Elijah enjoys traveling and watching sports with friends and family. 

Shannon F. Dalcour

Client Associate

Phone: 859.967.0881
Email: sdalcour@mcfadvisors.com

Shannon is a Client Associate at MCF, supporting the firm’s Wealth Management division in the Lexington office. She joined the firm in 2021 and has over 20 years of administrative experience from the public accounting and judicial sectors. 

Shannon attends Southland Christian Church and enjoys reading, cheering on UK athletics, and spending summer weekends boating with her family. She’s also an animal lover and shares her home with two dogs: Lucy, a Shih Tzu, and Ares, a German Shepherd. 

Cameron B. Mosser, PMP^®

Operations Manager

Phone: 859.967.0877
Email: cmosser@mcfadvisors.com

Cameron is the Operations Manager at MCF, based in our Lexington office, where he designs and builds scalable systems to support the firm’s growth. He earned a BSBA in Finance from the University of Louisville and is a certified Project Management Professional (“PMP”). Prior to joining MCF, Cameron held several leadership roles in operations, most notably at Amazon. He and his wife, Rachael, are expecting their first child in December 2025.

Samuel D. Snow

Operations Associate

Phone: 859.447.9421
Email: ssnow@mcfadvisors.com

Samuel is an Operations Associate at MCF, based in our Lexington office. Originally from Nicholasville, KY, Samuel joined MCF in June 2025. During his time at the University of Kentucky, he was actively involved in working at sporting events and participating in Dance Blue. Outside of work, Samuel enjoys spending time with friends and family and cheering on the Kentucky Wildcats.

Caroline R. Sacca

Marketing & Events Coordinator

Phone: 859.500.1242
Email: csacca@mcfadvisors.com

Caroline is the Marketing & Events Coordinator at MCF, based in our Lexington office, and joined the firm in March 2025. Caroline has over eight years of digital marketing and branding experience in various corporate marketing roles, where she specialized in national advertising and marketing strategy. 

Originally from Atlanta, GA, Caroline graduated from Western Kentucky University with a degree in Fashion Merchandising and a concentration in Marketing and Sales. At MCF, she combines her creative background with strategic planning to enhance the firm’s brand and deliver impactful client experiences. 

Caroline lives in Lexington with her husband, Brad, and their two daughters, Georgia and Holloway. Outside of work, she enjoys photography, videography, and family trips to Disney World and Hilton Head Island. A Georgia Bulldogs fan at heart, she also cheers for the Kentucky Wildcats, thanks to her husband. Caroline and her family attend Southland Christian Church and enjoy all things Keeneland. 

Sarah Lawson

Executive Administrative Assistant

Phone: 859.685.8011
Email: slawson@mcfadvisors.com

Sarah is an Executive Administrative Assistant at MCF’s Lexington office and joined the firm in October 2024. She brings over four years of experience as a Legal Assistant, contributing strong organizational and support skills to the MCF team. 

Originally from Morehead, KY, Sarah now lives in Richmond with her boyfriend. In her free time, she enjoys traveling, reading, and spending time outdoors with her Australian Shepherd, Atlas. 

Julie Schleper

Office Administrator

Phone: 859.628.3562
Email: jschleper@mcfadvisors.com

Julie is the Office Administrator at MCF’s Covington office, where she supports day-to-day operations, manages administrative tasks, and assists team members to ensure the office runs smoothly. She joined the firm in March 2025. 

Before joining MCF, Julie held a variety of roles in HR, collections, and operations, gaining valuable experience in project management and organizational support. 

A Northern Kentucky native, Julie lives locally with her daughter, dog, and gecko. In her free time, she enjoys hiking, exploring local attractions, and spending time with her church community.