627 Eastwood St., Suite A
Meet the Team
"Alone we can do so little. Together we can do so much." - Helen Keller
Qualified financial professionals are the heart of Southern Kentucky Financial Services. We are passionate about helping people achieve their goals. By working together to create a plan, we are able to build important relationships and address critical issues that are important to you and your family.
CEO, Senior Advisor
As the president and founder of SOKY Financial Services, Allen has surrounded himself with a team of people committed to bringing increasing value to the lifetime clients of the firm. Since entering the financial services in 1979,...
Elizabeth is an ambitious Kentucky native with a passion for helping people build a financial foundation that will help them throughout their lives. After graduating from the University of Kentucky (GO CATS!), she joined the SOKY...
Zach is a Mt. Washington native with a dream of building a financial practice that encourages clients to reach beyond what they thought possible in retirement. After graduating with a degree in finance from Western Kentucky University,...
Director of Client Relations
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client follows a process to build what's right for them—from planning to execution to follow-up. You are more than an account number here. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.