Jeffrey C. Todd, ChFC®, CLU®, RICP®

Wealth Management Advisor

My Team

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.

Ashley N Smith

Ashley N Smith

Director of Planning
Office 859-899-0420
Ashley is a graduate of Western Kentucky University with a Bachelor of Science in Biology and minors in Mathematics and Business Administration. She  has been working in the insurance industry since January 2012 and joined Jeff's team in November of 2012.  She is licensed in life, health and variable insurance.  Additionally, she has her General Securities License (Series 7) and Series 66.  
In her free time, Ashley enjoys reading, cheering on the University of Kentucky Wildcats and being outside with her husband, Jonathan, and rescue dog, Aria.  

How can Ashley serve you?

  •  Schedule one-on-one meetings
  •  Open and service investment accounts
  •  Update banking, beneficiary and address information on investments
  •  Coordinate IRA rollovers and account transfers
  •  Prepare and process annuity applications
  •  Coordinate 401(k) enrollments and meetings
  •  Holistic planning analysis
  •  Organize speaking engagements
Megan Tyresa Kinsel

Megan Tyresa Kinsel

Office 859-899-0410

Megan is a graduate of the University of Kentucky with a Bachelor of Arts in Integrated Strategic Communication. She has been working in the insurance industry since January of 2016 and joined Jeff's team in September of 2016. She is licensed in life and health insurance.

In her free time, Megan is a member of a professional dance company and enjoys playing with her dog, Griffey.

How can Megan serve you?

  •  Assist with insurance policies
  •  Prepare and process insurance applications
  •  Provide billing information
  •  Update banking and beneficiary information on insurance
  •  Facilitate premium payments and policy loans
  •  Schedule insurance medical exams
  •  Prepare illustrations and client reports

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