Our employees serve clients from across the country. Meet our team and get to know who we are.
LESLIE O'BRYANChief Executive Officer
QKA, ERPA, QPA, APR[email protected]859.309.7946
SHEILAH LOWERYManager
[email protected]859.309.7885
WHITNEY SMILEYAdministrative Assistant
[email protected]859.255.1154
DEBORAH "DEBBIE" CURTINData Coordinator
[email protected]859.309.7939
TIFFINI MAHMOODData Coordinator
[email protected]
SHAWNA MCCARTYData Coordinator
[email protected]859.255.4865
ALEX WOLFData Coordinator
[email protected]859.317.5436
CAROLYN BARNARD Retirement Plan Coordinator
QKA[email protected]859.309.7944
THERESA COUCHRetirement Plan Coordinator
QKA[email protected]859.255.2684
LYNNMARIE EASTONRetirement Plan Coordinator
[email protected]859.899.8345
JENNIFER GATTERDAMRetirement Plan Coordinator
QKA, CRSP[email protected]859.309.7940
ELLEN HEINERetirement Plan Coordinator
[email protected]859.309.7941
BRADY KINGREYRetirement Plan Coordinator
QKA[email protected]859.899.8340
OMAR MAHMOODRetirement Plan Coordinator
QKA, QPA[email protected]859.317.5392
JESSICA SEARSRetirement Plan Coordinator
QKA[email protected]859.208.7468
JEAN STURTZRetirement Plan Coordinator
QKA[email protected]859.309.7945
DANIEL NOVAKRetirement Plan Reviewer
QKA, QPA, QKC[email protected]859.899.8339
