Jeremy Tincher, CFP®

Partner

I have called Owensboro, KY home for over 30 years. I enjoy spending time with my wife, Iryna, and our four children: Logan (2004), Anastasia (2005), Langston (2008) and Lucas (2011).

My passion is guiding others in their financial endeavors. I take pride in spending an abundance of time with each client; therefore, I intentionally limit the number of new clients added to my firm. I strive to develop strong personal relationships with each client, centered around proactive service and being available to them anytime and anywhere.

Areas of focus

Investment Management
- Client/Institutions with more than $700,000 of Investable Assets
Small Business Owners/Entrepreneurs
Attorneys
Farmers
Physicians
Strategic Planning for High Net Worth Individuals
- Insurance, Estate and Legacy Planning
Retirement Planning
Income Planning in Retirement

Education / Background