Client Services
John Deglow joined the company as a Fiduciary Investment Advisor in 2016. He has over 25 years of financial planning and investment advisory experience working with financial advisors and high-net-worth clients. As Director of Wealth Strategies at Hilliard Lyons, Mr. Deglow built and managed the firm’s Financial Planning platform, helping many “investment brokers” become better comprehensive, client-centric financial advisors. He has also taught personal finance courses at Western Kentucky University and has spoken at various national conferences on financial planning topics.
Mr. Deglow received a BA degree in Molecular Biology from Vanderbilt University in 1988. He also holds the Certified Financial Planning and Accredited Investment Fiduciary designations.
Office Address: 2525 Harrodsburg Rd., Ste. 300, Lexington, KY 40504.
Brian Lenz
Brian has focused his career on immersing himself in various facets of the retirement plan industry. He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and...