The financial advisors at Family Financial Partners in Lexington, Kentucky, have decades of experience and knowledge in areas of personal financial and wealth management. Whether it’s setting up a 401(k) or IRA retirement account, managing a stock portfolio, or coordinating our services with legal professionals for trust and estate planning needs*. We can help take the mystery out of financial planning so you can focus on what matters most.
* Tax and/or legal advice is not offered by Family Financial Partners, but we do coordinate our services and work together with our clients’ legal professionals.
David Smyth
Senior Partner*
Alexander Roig
Senior Partner*
Jacob Buckley, CFP®, CDFA®, MBA
Wealth Advisor*
Kyrk Davis
Wealth Advisor*
Dillon Harper
Wealth Advisor*
Ryan Petrunyak
Wealth Advisor*
Scott Zavitz
Wealth Advisor*
McKellar Ciurlizza, MBA
Director of Client Services
Maisie Taul
Paraplanner
Rick Gregory
Director of Community Outreach
Greg Wright
Director of Operations
Ryan Fitch
Director of Client Operations