Putting
people first.
Get to know our leadership team
Leadership at the Lexington office is dedicated to doing good for our clients, employees and community.
Christian works with affluent families and business owners to see beyond their finances. To address their goals for children's education, charitable giving and retirement planning.
Jen Calvert
Director of Training and Development
Jen has a degree in Finance from Auburn University. She joined the team in Lexington after several years of experience as an Associate Financial Representative for a Northwestern Mutual office in Alabama. Jen has now been with us for 5 years. Jen heads the training and development for Financial Representatives...
Jen has a degree in Finance from Auburn University. She joined the team in Lexington after several years of experience as an Associate Financial Representative for a Northwestern Mutual office in Alabama. Jen has now been with us for 5 years. Jen heads the training and development for Financial Representatives who have been here less than 5 years as well as for College Financial Representatives.
Madalyn Collins
Business Manager
Madalyn graduated from the University of Kentucky with a Bachelor of Business Administration degree in Marketing. She is an Associate Financial Representative in addition to assisting with training and development for the Lexington Office. Madalyn also serves as the business manager for the Lexington office.