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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey Caufield

Jeffrey Caufield, II, AIF®

Founding Partner/Chief Business/Development Officer

(502) 454-3394

(502) 454-3396

Jim Buchheit

Jim Buchheit, AIF®

Founding Member/Senior Financial Advisor

(502) 451-6363

(502) 451-6364

Brandon Reich

Brandon Reich

Assistant Portfolio Manager

(502) 451-6363

(502) 451-6363

Jenny Dobbins

Jenny Dobbins

Director of Client Services

(502) 451-6363

(502) 451-6364

Teagan Pappano

Teagan Pappano

Client Relationship Manager

(502) 451-6363

(502) 451-6364

Mary Essaili

Mary Essaili

Client Relations Associate

(502) 451-6363

(502) 451-6364

Kelly Hass

Kelly Hass

Marketing Director/Client Communications

(502) 451-6363

(502) 451-6364

Renee Barnes

Renee Barnes

Client Relationship Specialist

(502) 451-6363

(502) 451-6364