John D. Wilhoit

President, Investment Advisor Representative, Registered Representative

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John's passion in and around personal finance started in 2004.  Now he specializes in getting people to and through retirement.  John uses technology to assist with planning and tracking goals but also to help keep clients engaged. 

John welcomes everyone and has no minimum investment or insurance requirement to work together.  He also works with many local 401k plans ranging in size from start ups to $30M+.

John holds Series 6, 7, 63, 65, and is licensed in life, health, disability, and long term care insurance.  He holds many designations as he continues to learn and hone his craft.

The next time you are wondering if you're on track for your retirement, think of John.

Connect with John on:



Phone (502) 589-0000
Fax (502) 384-1443
Mobile Phone (502) 754-4011