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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Randy Franklin graduated from Western Kentucky University in 1984 with a Bachelor of Science in Accounting. He was licensed as a Certified Public Accountant in 1987 and credentialed as a Personal Financial Specialist by the American...

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Barbie Roberts

Administrative Assistant


Barbie has been with the firm since January, 2009. Prior to that, she was the office manager at Raymond James. Barbie and her husband, David, live in Madisonville. They have 3 children and enjoy being in the outdoors together.

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