Meet Our Staff

Randy Deaton


Randy Deaton
Retirement & Estate
Planning Specialist

Randy is the Advisor for this offiice and works intimately with clients to develop plans and programs that satisfy important life needs. Randy has been in the financial services industry for 21-years.  His qualifications include:

  • Registered Investment Advisor Representative
  • Registered to sell Mutual Funds & Variable Contracts in Kentucky and Ohio
  • Financial Industry Regulatory Authority (FINRA) Series 6, 63 & 65
  • Life, Health & Long-Term Care Insurance Licensed in Kentucky and Ohio
  • Society of Financial Awareness (SOFA) - Louisville, Chapter President
  • Master of Business Administration - University of Dayton


Karen Nance
Office Manager

Karen runs our office and keeps all the parts organized and moving seamlessly.  She is often the first point of contact for clients and is ready, willing and able to assist them in any way she possibly can.  She maintains a firm commitment to customer service excellence.