MCF Advisors is pleased to announce that Clare Lang will be expanding her role within the company. Clare has been promoted to Senior Retirement Plan Consultant, supporting our Institutional clients.
MCF Advisors is pleased to announce that Matt Rose, CFP® will be expanding his role within the company. Matt has been promoted to Retirement Plan Consultant, supporting our Institutional Service Clients while he continues to serve as a Financial Advisor with MCF.
MCF is pleased to announce it has been named to the Kentucky Chamber of Commerce’s Best Places to Work in Kentucky - Small Business Category. This is the fifth straight year that MCF has been honored by the Kentucky Chamber of Commerce in their "Best Place to Work in Kentucky" list.
MCF is pleased to share that Andy Sathe, MBA, CLU, CFP®, Sr. Financial Advisor, has been awarded by Five Star as a top Wealth Manager of 2022. This award recognizes select winners in over 40 markets across the country for their knowledge, experience, and commitment to client service.
MCF Advisors LLC (MCF) announced today that Lexington-based Duncan, Smith & Stilz (DSS) Certified Public Accounting firm will join the MCF team on January 1, 2023. This furthers MCF’s depth and ability to offer a wide range of financial expertise to its clients. MCF’s Tax & Accounting service offering has substantially grown since it began offering these services two years ago. MCF offers clients added value through the Financial Advisor also leading the client’s tax needs. This allows for real-time financial decisions that considers tax implications.
MCF is pleased to announce Alyssa Potter, Director of Institutional Services, has been named to the National Association of Plan Advisors (NAPA) 2022 list of Top Women Advisors.