

Focus Areas
- Retirement Savings Strategies
- New Investors
- College Savings
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- New Investors
- College Savings
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Real Estate
- Movies & Entertainment
- Trivia
- Chess
Team Members
Krista VelezRegistered Branch AssociateFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(270) 684-5722Fax
(888) 806-4708Office Address
207 Phillips CourtOwensboro, KY 42303opens in a new window
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