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 daughters, I enjoy golfing, boating and traveling with friends and family, owning and racing beautiful thoroughbred horses with my husband, and volunteering in Scott County, the greater Lexington area and beyond.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Traveling
- Sports Enthusiast
- Spending Time with Family
- Golfing
- Personal Fitness
Personal Interests
- Traveling
- Sports Enthusiast
- Spending Time with Family
- Golfing
- Personal Fitness
Office Information
Office Address
201 Boston SquareGeorgetown, KY 40324 opens in a new window
Phone Number
Lenora T Trachsel at (502) 863-2057Branch Team
- Courtney Mullins
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Courtney Mullins
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More