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Staff

My Team plays an extremely important role in the planning process. We are a group of uniquely qualified individuals who engage our clients through professional intimacy, building deep and meaningful relationships. In short, your dreams and your values are in our capable hands.

We are your team.
 
 
Laura  MoonLaura A. Moon
Associate Financial Representative
(859) 252-8633
 
Laura is a graduate of Eastern Kentucky University with a Bachelor of Science in Business Management. Laura earned her Corporation for Long Term Care (CLTC) certificate in 2009. She has been working in the Insurance Industry with Northwestern Mutual Financial Network since 2006.
 
Laura manages the operations of Jeff’s Insurance practice as well as provides customer service to new and existing insurance clients. She is insurance licensed in Life, Health, and Long-Term Care.
 
In her free time, Laura enjoys spending time with her family, cooking and volunteering at her son’s elementary school.
 

Edward A Hely, MBA, AWMA<sup>®</sup>, CMFC, CLU<sup>®</sup>, ChFC<sup>®</sup>Edward A. Hely, MBA, AWMA, CMFC, CLU, ChFC

Senior Investment Specialist
Our Investment Specialist provides expertise in helping individual and business clients with their wealth accumulation and wealth preservation needs.

 

 

 

 


Roger KelleyRoger Kelley

Employee Benefit Specialist
Strategic Employee Benefit Services
Our Employee Benefit Specialist prepares a comprehensive analysis of a client's employee benefits program, and then designs a program to meet the unique needs of that company. Strategic Employee Benefit Services is a nationwide marketing program offered through Northwestern Mutual Financial Network Representatives.

 

 

 


Patrick C Robison, CLU<sup>®</sup>, ChFC<sup>®</sup>, CLTCPatrick C. Robison, CLU, ChFC, CLTC

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.

 

 

 

 


Tom C Gish, CLU<sup>®</sup>, ChFC<sup>®</sup>Tom C. Gish, CLU, ChFC

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.