Allen Costellow, RFC©, CTS®
CEO, Senior Advisor
(270) 640-0885
allen.costellow@sokyfinancial.com
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 Cook
Practice Manager
270-640-0885
Elizabeth.Cook@sokyfinancial.com
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 Wooten, Candidate for CFP® certification
Financial Advisor
270-640-0885
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,...
Bonita McCoy
Insurance Advisor
2706400885
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.