Jeffrey Caufield, II, AIF®

Founding Partner/Chief Business Development Officer

Jeffrey L. Caufield II, founding partner and chief business development officer, has worked in the investment and insurance industry for over 15 years.  He holds FINRA Series 6, 63 and 65 securities registrations along with his Accredited Investment Fiduciary (AIF) designation.

Jeffrey's father worked in the industry, and served as a mentor to him for over 50 years, prior to his retirement in 2019. 

Jeffrey focuses on working with individuals and their families to achieve their financial goals. In addition, he advises business owners, along with farm owners in the equine industry, on continuation planning, executive benefits and qualified retirement plans.

Raised in Goshen, Kentucky, Jeffrey, his wife Sasha and their child reside in Louisville, Kentucky.  Jeffrey is an avid outdoorsman and spends most weekends on his family farm.  He is also active with his Masonic Lodge and enjoys serving the community through the many non-profits he and his wife support.




Phone (502) 454-3394
Fax (502) 454-3396