About Us
A longstanding family business spanning four generations, we’ve spent nearly 80 years building deep, lasting relationships with the clients and families we serve. Our legacy is rooted in trust, stability and personalized guidance that extends across generations.
For us, continuity is key. We’re devoted to ensuring your plan can be thoughtfully passed down not only through your family, but through our team. When you work with us, you’re supported by a group of experts who bring diverse experiences and a unified commitment to your success.
Equipped with over 100 years of combined experience, passionate expertise and a commitment to excellent service, we are humbled to partner with you on your journey to building, maintaining and passing wealth.
Thomas B. Kessinger, III
Managing Director
Christopher Lee
Managing Director
Chris was raised in Frankfort, KY. Upon graduating in 1999 from Hanover College with a Bachelor of Science in Business and minor in Economics, Chris went to work for Hilliard Lyons, now Baird. Chris joined Tom Kessinger in 2003 and ...
Ben Kessinger
Director
Ben Kessinger was born and raised in Lexington, KY. He is a third generation Wealth Advisor with Baird, along with his brother Tom. Ben graduated from University of Kentucky with a Bachelor of Science in Political Science and...
Louie Kessinger
Family Wealth Advisor
Eric Miracle
Associate Financial Advisor
Kacie Miller
Financial Associate
Ashley Campbell
Client Assistant
Ashley Campbell is a native of Nicholasville, Kentucky. She attended both Georgetown College and Eastern Kentucky University. She has 16 years of Client Service Experience, with 8 years of that experience, in the Financial Services...
Amy Lockett
Client Assistant
Amy is responsible for all phases of the client experience including: client relationship building, marketing, and account maintenance to assist the business activities on behalf of the...
Abigail Sutherland
Client Assistant
Lauryn Whitaker
Client Assistant