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Peter D. Bryans, CFA, CFP® Photo Peter D. Bryans, CFA, CFP® Hover Photo
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Peter D. Bryans, CFA, CFP®

Sr. Investment Analyst

Peter D. Bryans

Sr. Investment Analyst


Phone: 859.392.1372
Email: pbryans@mcfadvisors.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. Peter graduated with an undergraduate degree in Finance from The Ohio State University and is also a CFA Charterholder and a Certified Financial Planner®. As a Cincinnati native, Peter enjoys being back in his hometown and spending time with his wife, family, and friends and, of course, rooting for his beloved Buckeyes.

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Teresa S. Carl, RN, ALU

Insurance Case Manager

Teresa S. Carl

Insurance Case Manager

Phone: 859.392.1388
Email: tcarl@mcfadvisors.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.

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Christopher T. Cochran, CLU

Sr. Financial Advisor

Christopher T. Cochran

Sr. Financial Advisor


Phone: 859.392.8604
Email: ccochran@mcfadvisors.com

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).

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.

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Shannon F. Dalcour

Client Associate

Shannon F. Dalcour

Client Associate


Phone: 859.967.0881
Email: sdalcour@mcfadvisors.com

Shannon Dalcour began her career with MCF in 2021 and 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). 

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Harrison M. Dean

Investment Associate

Harrison M. Dean

Investment Associate


Phone: 859.392.1389
Email: hdean@mcfadvisors.com

Harrison Dean is an Investment Associate with the Investment Management Department. Harrison assists with investment research and operations for both the Wealth Management and Institutional divisions of the firm. Harrison graduated from the University of Toledo with a double major in Finance and Accounting with a minor in Economics. 

Harrison enjoys both watching and playing sports and is currently training for the Flying Pig marathon.

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James Scott Downing, CFP®

Sr. Financial Advisor / Shareholder

James Scott Downing

Sr. Financial Advisor

Shareholder


Phone: 859.967.0997
Email: sdowning@mcfadvisors.com

Scott Downing, CFP® is a Sr. Financial Advisor and Shareholder 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.

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Lacy S. Gardner

Marketing Specialist

Lacy S. Gardner

Marketing Specialist


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

Lacy Gardner 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, she 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. She married Brandon Gardner in August of 2020 and moved to Danville, Kentucky. Lacy is an active member of Southland Christian Church and is a proud supporter of the University of Kentucky Wildcats.

Timothy A. Gavin, CFP®, MBA Photo Timothy A. Gavin, CFP®, MBA Hover Photo
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Timothy A. Gavin, CFP®, MBA

Financial Advisor / Director of Operations, CCO / Shareholder

Timothy A. Gavin

Financial Advisor / Director of Operations, CCO

Shareholder


Phone: 859.392.1374
Email: tgavin@mcfadvisors.com

Tim is a Certified Financial Planner™ professional and Shareholder based in the Louisville, KY office. He delivers a proactive client experience, tailored to help individuals, families, and organizations identify and meet their unique goals. Tim is a member of the firm's Executive Investment Committee and oversees the firm’s day-to-day operations and compliance functions. 

He holds a BBA in Finance & Accounting and an MBA from the University of Cincinnati. Tim began his professional career at Fifth Third Bank as a Staff Financial Auditor before joining the Sisters of Mercy, where he focused his time on the organization’s endowment and public debt offering. He has been with MCF since 2008.

Outside of the office, Tim and his wife, Kelly, enjoy outdoor adventures with their son Tate. They are members of Crossroads Church.

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Dawn D. Gilliland

Client Associate

Dawn D. Gilliland

Client Associate


Phone: 859.392.8600
Fax: 859.392.8603
Email: dgilliland@mcfadvisors.com

Dawn Gilliland began her career at MCF in 2019 and serves as a Client Associate in the Covington, KY. Office. Dawn attended Northern Kentucky University where she was a cheerleader for the basketball team.   

Dawn lives in Florence with her husband and two children Andrew and Emma. Her husband Mike recently retired from the military after 20 years of service and currently works for the City of Covington as a Police Officer. Dawn and her family are also parishioners at St. Timothy Church in Union, KY. 

When not working at MCF Dawn likes to read, play tennis and travel with her family. She is also the owner of her own travel agency and loves to assist others with their vacation plans.

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David L. Harris, Jr.

CEO

David L. Harris, Jr.

CEO

Shareholder


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

Dave serves as CEO of MCF. 

Personal:

  • Home:  214 Forest Trail, Nicholasville, KY 40356
  • Family:  Married to Jennifer, wife of 35 years.  Two children, 5 grandchildren

Education:

  • 1976 – 1980 University of Illinois, B.S. Agriculture Finance  

Professional Career:

  • 1980, Commodity Trader on the Chicago Mercantile Exchange
  • 1982, CEO & Co-Founder of Harris & Koster – commodity trading firm
  • 1985, Vice President of Integrated Resources, Inc., a Wall Street investment firm located in New York, New York
  • 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 & Co-Founder of Central Bank Wealth Management
  • 2004, Co-Founder & COO of MCF Advisors LLC, an SEC investment management firm with $1.8 billion client assets under advisement
  • 2015 – Present, CEO of MCF Advisors
    • Wealth Management Division - (individuals, families business owners)
    • Institutional Division - (defined contribution, deferred compensation & defined benefit plans; endowments, health trusts and corporations)  

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 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
Jacob B. Hensley, CPA, CFP® Photo Jacob B. Hensley, CPA, CFP® Hover Photo
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Jacob B. Hensley, CPA, CFP®

Financial Advisor

Jacob B. Hensley

Financial Advisor


Phone: 859.392.8606
Email: jhensley@mcfadvisors.com

Jacob Hensley joined MCF in the Summer of 2021 and serves as a Financial Advisor in the Covington office.

Jacob earned a bachelor’s degree in Accountancy with a minor in Business Administration in 2019 from Thomas More University. Prior to joining MCF, he served two years as an Experienced Tax Staff Associate at a public accounting firm. In 2020, he achieved the designation of Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants. Jacob is the President of the Young Alumni Council and a member of the Accounting Advisory Board at Thomas More University. In 2022, Jacob earned his Certified Financial Planner® certification.

Outside of the office, Jacob enjoys spending time with his family, friends and his wife, Abby.  Soccer plays a large part of Jacob’s life as he played at Thomas More and has coached his high school alma mater, Newport Central Catholic. He is an active parishioner at St. Joseph Church in Cold Spring, KY.

Jeff L. Jennings, J.D., CFP®, AAMS® Photo Jeff L. Jennings, J.D., CFP®, AAMS® Hover Photo
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Jeff L. Jennings, J.D., CFP®, AAMS®

Sr. Financial Advisor / Shareholder

Jeff L. Jennings

Sr. Financial Advisor

Shareholder


Phone: 859.967.0994
Email: jjennings@mcfadvisors.com

Jeff Jennings is a Certified Financial PlannerTM  and Shareholder 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. Jeff spends free time on his farm in Scott County with his wife and daughters.

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Kristopher J. Kellinghaus, CFA, CAIA, CFP® Photo Kristopher J. Kellinghaus, CFA, CAIA, CFP® Hover Photo
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Kristopher J. Kellinghaus, CFA, CAIA, CFP®

Director of Investments, CIO / Shareholder

Kristopher J. Kellinghaus

Director of Investments, CIO

Shareholder


Phone: 859.392.1377
Email: kkellinghaus@mcfadvisors.com

Kris Kellinghaus serves as Director of Investments, Chief Investment Officer and is a Shareholder of MCF Advisors, LLC. Kris is the head of the Investment Management Department and leads the Executive Investment Committee in developing MCF’s capital market outlook and investment program. He oversees all aspects of portfolio management and research, including asset allocation, due diligence, security selection, risk management, 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 Chartered Financial Analyst (CFA) Charterholder, Chartered Alternative Investment Analyst (CAIA) Charterholder, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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 serves on the Board of Trustees and is the Chairman of the Investment Committee for the Kentucky Public Employees’ Deferred Compensation (KDC) plan. He also is a professor of Finance at Northern Kentucky University. Kris lives in Northern Kentucky with his wife Kristen and their children, and enjoys spending time with family and friends, running, coaching, and volunteering.

Sean T. Lamanna, CFP® Photo Sean T. Lamanna, CFP® Hover Photo
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Sean T. Lamanna, CFP®

Financial Advisor

Sean T. Lamanna

Financial Advisor

Phone: 859.967.0992
Email: slamanna@mcfadvisors.com Sean Lamanna is a Certified Financial Planner™ based in MCF’s Lexington office. He joined MCF in 2017 and works primarily in the Wealth Management division, serving clients in the development and maintenance of holistic financial plans. Sean graduated from the University of Kentucky with a Bachelor of Business Administration in both Finance and Management.

When he’s not spending time helping clients protect and grow their wealth, Sean spends most of his time with his wife Sydney, and daughter Stella, climbing and finding new hiking spots at Red River Gorge, traveling as much as he can or simply reading a good book. Sean, Sydney and Stella live in the Southland area of Lexington and attend Southland Christian Church where they are active members.  

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Clare C. Lang, QKC, QKA

Retirement Plan Consultant

Clare C. Lang

Retirement Plan Consultant


Phone: 859.967.0992
Email: clang@mcfadvisors.com

As Retirement Plan Consultant, Clare is focused on delivering an exceptional client experience to MCF's Institutional clients. She provides leadership in all matters of plan administration, plan design, DOL and ERISA compliance, and investment consultation. Clare holds certifications as a Qualified 401(k) Administrator (QKA) and as a Qualified 401(k) Consultant (QKC). She joined the team in 2017 and is located in the Covington office. Clare earned her Bachelor of Science in Accounting in 2015 from Northern Kentucky University. Prior to MCF Advisors, Clare was an Audit Staff Accountant at a Public Accounting Firm, from 2014-2017. 

Clare was an active member of Delta Gamma Fraternity and is a part of their Alumnae Chapter. She currently resides in Newport, KY with her two dogs Vesta and Ash. In her free time you can catch her playing with her dogs, spending time with her friends and family, or attending a rock concert. 

Alice B. Little, MBA Photo Alice B. Little, MBA Hover Photo
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Alice B. Little, MBA

Chief of Staff / Marketing & Business Development Officer

Alice B. Little, MBA

Chief of Staff

Marketing & Business Development Officer


Phone: 859.967.0877
Email: alittle@mcfadvisors.com

As the Chief of Staff and Marketing and Business Development Officer, Alice serves as the lead facilitator to execute MCF's vision and business plan. She oversees the execution of each division's annual strategic plan and supports the team in achieving their growth objectives. Alice is also responsible for the development and execution of all marketing, events & sponsorship efforts.

Alice joined MCF in February of 2022, bringing with her over 15 years of experience in marketing and business development on brands like Pedigree, The Home Depot and Tempur-Pedic. She received her MBA from Vanderbilt’s Owen Graduate School of Management in Nashville, Tennessee and B.A. in Advertising from Southern Methodist University in Dallas, Texas.

Alice is originally from Lexington and moved back home in 2015 after stops in Dallas and Nashville. Alice and her husband, Peter, have two children, Mary Price (6) and Jack (4) and a sweet older golden retriever named Emma. Alice enjoys her free time with friends and family and takes every opportunity to spend time on her family’s horse farm on the outskirts of Lexington.

Brittany B. Manning, CPA, CFP® Photo Brittany B. Manning, CPA, CFP® Hover Photo
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Brittany B. Manning, CPA, CFP®

Director of Wealth Management Services / Shareholder

Brittany B. Manning

Director of Wealth Management Services

Shareholder


Phone: 859.967.0995
Email: bmanning@mcfadvisors.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 Director of Wealth Management Services and Shareholder. 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.

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Nancy J. Martin, FPQP™

Sr. Client Associate

Nancy J. Martin

Sr. Client Associate


Phone: 859.392.8601
Email: nmartin@mcfadvisors.com

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. 

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Mardie H. Murray

Sr. Client Associate

Mardie H. Murray

Sr. Client Associate


Phone: 859.440.2127
Email: mmurray@mcfadvisors.com

Mardie Murray serves as a Senior Client Associate in the Wealth Management division at MCF Advisors. Mardie started with MCF in July 2019 and is located in the Lexington, Kentucky office. Mardie is committed to delivering an exceptional service experience, assisting both clients and consultants with the maintenance of accounts and any portfolio servicing needs.   

Prior to MCF, Mardie began her career at Fifth Third Bank in their Foundation Office where she assisted private and corporate foundations in all aspects of charitable giving. She has also worked in grant management and development for several different hospital foundations over the years.

Mardie earned a Bachelor of Arts in Integrated Strategic Communications from the University of Kentucky.   She is a native of Maysville, Kentucky and now resides in Lexington with her husband and two children, Lyla Claire and Parker. After several years of living away, Mardie is excited to be back in the Bluegrass State and is looking forward to cheering on her beloved Wildcats.

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Emily A. Nelson

Client Associate

Emily A. Nelson

Client Associate


Phone: 859.967.0999
Email: enelson@mcfadvisors.com

Emily joined MCF in April 2021 and serves as a Client Associate for the Institutional division in the Lexington office. She comes from a background in the Thoroughbred Industry with a strong emphasis on client communications. Emily earned a Bachelor of Science in Equine Management in 2015 from the University of Kentucky. She is a native Lexingtonian who enjoys indoor cycling, horse racing and Kentucky basketball.

Nicholas C. Newell, CFA, FRM® Photo
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Nicholas C. Newell, CFA, FRM®

Investment Analyst and Trader

Nicholas C. Newell

Investment Analyst and Trader


Phone: 859.392.1379
Email: nnewell@mcfadvisors.com

Nicholas is an Investment Analyst and Trader that joined MCF in 2017. As part of the Investment Management Department, he is responsible for rebalancing and strategy implementation for institutional and wealth management client portfolios. He also performs portfolio and investment research, including asset allocation, due diligence, security selection, and risk management. He comprises part of the Executive Investment Committee which is responsible for MCF’s investment outlook and investment program.

Nick is a CFA Charter holder and FRM® (Financial Risk Manager). In 2022, earned his Chartered Alternative Investment Analyst (CAIA) certification. He graduated from the University of Cincinnati with an MBA and a Master of Science in Finance. In his free time, he enjoys baking, reading, ancient Greek history, and collecting rare coins. Prior to joining MCF, Nicholas worked for two years at a broker-dealer.
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Hunter B. Nighbert

Financial Advisor

Hunter B. Nighbert

Financial Advisor & Retirement Planning Specialist


Phone: 859.967.0990
Email: hnighbert@mcfadvisors.com

Hunter serves as an Investment Advisor Representative & Retirement Planning Specialist with MCF Advisors where he 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. Since graduating in 1999, he has spent 23 years in the Financial Service Industry, joining MCF in 2015. He actively leads and educates clients and Institutional plan participants as a retirement planning specialist. His leadership focuses on comprehensive financial planning, distribution planning, tax planning and estate planning that best serves the needs and goals of clients.

Utilizing a team approach, Hunter is the conduit for the client, for both internal team members assigned to the client relationship (Investment Management Dept, Tax Planning & Tax Prep, Client Service Associates) and external specialists such as Estate Attorneys and personal CPAs. Communication, care, and commitment to educating clients and participants are foundational pillars of serving others for Hunter.  

Hunter lives in Lexington with his wife of 21 years, Amanda who is a Registered Dietician and owns her own successful business, consulting people from all over the country on nutrition. They have two children Tyler (17) and Molly Hunter (14).  He serves several nonprofit organizations such as Aiden’s Angels (Board Member), The Cystic Fibrosis Foundation of Ky & Revive Ministries to name a few. Hunter and his family love to travel and enjoy a wide variety of outdoor activities and sports.

“Servant Leadership is 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 that no matter what storm comes ahead they will be ok. To witness the weight lift visibly off a client’s face when that realization sets in is an amazing feeling.”

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Alyssa A. Potter, CRPS®, CPFA Photo Alyssa A. Potter, CRPS®, CPFA Hover Photo
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Alyssa A. Potter, CRPS®, CPFA

Director of Institutional Services / Shareholder

Alyssa A. Potter

Director of Institutional Services

Shareholder


Phone: 859.967.0993
Email: apotter@mcfadvisors.com

As Director of Institutional Services and Shareholder Alyssa delivers consultative guidance and support to 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, CPFATM. 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. In 2021 Alyssa was named to the National Association of Plan Advisors (NAPA) list of Top Women Advisors.

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. Alyssa enjoys her free time outdoors, and exploring her community with her husband Brandon, and children Reagan and Brooks.

Matthew L. Rose, CFP® Photo Matthew L. Rose, CFP® Hover Photo
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Matthew L. Rose, CFP®

Financial Advisor

Matthew L. Rose

Financial Advisor


Phone: 859.967.0878
Email: mrose@mcfadvisors.com

Matt Rose joined MCF in the Fall of 2021 and serves as a Financial Advisor in the Lexington office. Matt works primarily in the wealth management division where he helps develop and maintain financial plans for clients. Matt passed his Certified Financial Planner® exam in November of 2021 and became a CFP® in May of 2022. He graduated with a Bachelor of Business Administration in Finance from Lipscomb University, in Nashville, Tennessee, where he played Division 1 basketball. 

Matt resides in Lexington with his wife Caroline, and they worship together at Commonwealth City Church. Matt loves to spend his time reading, playing the piano, and communing with friends and family. 

Andrew D. Sathe, MBA, CLU, CFP® Photo Andrew D. Sathe, MBA, CLU, CFP® Hover Photo
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Andrew D. Sathe, MBA, CLU, CFP®

Sr. Financial Advisor / Shareholder

Andrew D. Sathe

Sr. Financial Advisor

Shareholder


Phone: 859.392.1376
Email: asathe@mcfadvisors.com

Andy Sathe, MBA, CLU, CFP®, has been with MCF Advisors for over 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. In 2022, Andy was awarded as a top Wealth Manager by Five Star Professional for his depth of knowledge, experience, and commitment to client service.

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 and the Alpaugh Family Economics Center at UC.

Andy resides in Hyde Park with his wife, Alison, and 4 daughters.

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Robert B. Sathe, CLU, ChFc®

Chairman

Robert B. Sathe

Chairman


Phone: 859.392.8602
Email: bsathe@mcfadvisors.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.

Natalie Schuler, CPA, CFP® Photo Natalie Schuler, CPA, CFP® Hover Photo
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Natalie Schuler, CPA, CFP®

Tax Advisor

Natalie C. Schuler

Tax Advisor


Phone: 859.967.0874
Email: nschuler@mcfadvisors.com

Natalie attended the University of Kentucky where she earned both a Bachelor of Science and a Master of Science in Accounting.  Upon graduating, she worked at Deloitte Tax in Cincinnati, Ohio for two years as a Tax Associate.  She moved back to her hometown in Lexington and continued to practice in public accounting by joining Dean Dorton’s tax group.  During her nine years at Dean Dorton, Natalie provided tax compliance and accounting services for clients in various industries with a specialization in estates and trusts.

Natalie sits on the Board of the Central Kentucky Planned Giving Council and the Bluegrass Estate Planning Council.  She is a Mentor through University of Kentucky’s Women Business Leaders Program, a member of the American Institute of Certified Public Accountants, a member of the Accounting Career Opportunities Committee through the Kentucky Society of Certified Public Accountants and a volunteer for the Shepherd’s House.  Natalie, along with her husband, Nick, and two sons, are active parishioners at the Cathedral of Christ the King in Lexington.

Kellie Wheatley, AINS® Photo Kellie Wheatley, AINS® Hover Photo
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Kellie Wheatley, AINS®

Plan Consultant

Kellie Wheatley, AINS®

Plan Consultant


Phone: 859.967.0875
Email: kwheatley@mcfadvisors.com

Kellie joined the MCF team in 2022 as a Plan Consultant based in the Lexington office. In her role, Kellie is focused on delivering an exceptional client experience to MCF's Institutional clients. She provides leadership in areas of plan administration, plan design, DOL and ERISA compliance, and investment consultation. She obtained her Bachelor of Science Degree in Accounting from the University of Kentucky and has over twenty years of experience working in finance and accounting. Her background includes working closely with Human Resources on employee benefits and retirement plans. She discovered her passion for assisting companies and participants with retirement plans while working as a Sr. Accountant at KEMI. She also obtained the Associate in Insurance designation while working at KEMI.

Kellie grew up on a small Kentucky farm but has called Lexington home since college and now resides in the Hartland area. In her free time, she enjoys reading, visiting with family at the farm, or going to most any live music event with friends. She also volunteers as Treasurer for The Toy Chest Children’s Charity.

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Jennifer Willis

Retirement Plan Administrator

Jennifer Willis

Retirement Plan Administrator


Phone: 859.967.0876
Email: jwillis@mcfadvisors.com

Jennifer joined MCF in June 2022 and serves as a Retirement Plan Administrator for the Institutional division in the Lexington office. She comes from a background in Human Resources with a strong emphasis on Benefits Administration. Jennifer earned a Bachelor of Science in Business Administration - Accounting in 2010 from Sullivan University. She also has a certificate in ERISA Compliance. 

Jennifer is originally from Berea, Kentucky, and now resides in Lexington with her husband; Aaron, and their two chihuahuas. Jennifer and her husband enjoy scuba diving and traveling in their free time. 

Stephen A. Wright,  CFP®, CRPC® Photo Stephen A. Wright,  CFP®, CRPC® Hover Photo
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Stephen A. Wright, CFP®, CRPC®

Sr. Financial Advisor / Shareholder

Stephen A. Wright

Sr. Financial Advisor

Shareholder


Phone: 859.392.1373
Email: swright@mcfadvisors.com

Stephen A. Wright, CFP®, CRPC® is an Advisor at MCF Advisors in the Cincinnati / Northern Kentucky office. Steve joined the firm in 2017 and has over 20 years of experience in serving clients.

Prior to MCF Steve was Assistant Vice President at Merrill Lynch and Morgan Stanley in the wealth management division. 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.

Steve lives in Northern Kentucky with his wife, Amy, and their three children.

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