Stephen Perrin Jr., CHFC®

President

Stephen Perrin Jr. received his degree in finance from Northern Kentucky University and has more than 32 years of experience in the financial services industry. Steve is a Chartered Financial Consultant®. He handles many essential responsibilities within our firm including the development and implementation of investment strategies, directing client account management, and meeting with clients to review their accounts, get updates on their lives and discuss outlooks with them.

• CHFC® certified.
• More than 32 years of financial services experience.
• President and owner.