I help my clients prioritize and reach their financial goals by building strategies to handle even their most unique or complex wealth needs.
After graduating with my finance degree, I began my 20-plus year career as an Edward Jones financial advisor by knocking on 1,000 doors to introduce myself to my new community. The diligent commitment to my clients only intensified as I built a larger than average staff to foster more in-depth, personal connection, and therefore more meaningful results.
My clients often represent multiple generations, and continue to trust my depth of experience. I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Asset Management Specialist™ (AAMS™) certifications.
A wife and mother of two adult daughters, I enjoy golfing, boating and traveling as ways to spend time with friends and family, breeding and racing beautiful thoroughbred horses with my husband, and volunteering in Scott County, the greater Lexington area and beyond.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Personal Fitness
Office Address201 Boston Square
Georgetown, KY 40324 opens in a new window
Phone NumberLenora T Trachsel at (502) 863-2057
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