Phone: 859.392.1372Email: email@example.com
Peter Bryans is an Investment Analyst within the Investment Management Department (IMD). Peter performs investment research for both the Wealth Management and Institutional divisions of the firm. Peter graduated with an undergraduate degree in Finance from The Ohio State University and is also a CFA Charterholder and a CERTIFIED FINANCIAL PLANNERTM. As a Cincinnati native, Peter enjoys being back in his hometown and spending time with his wife, family, and friends and, of course, rooting for his beloved Buckeyes.
Phone: 859.967.0992Email: firstname.lastname@example.org
As Retirement Plan Administrator, Clare works with the institutional plans, specifically, their demographic reporting, plan design analysis, and benchmarking for current and prospective clients. Clare joined the team in 2017 and is located in the Covington office.
Prior to MCF Advisors, Clare was an Audit Staff Accountant at a Public Accounting Firm, from 2014-2017. Clare earned her Bachelor of Science in Accounting in 2015 from Northern Kentucky University.
Clare was an active member of Delta Gamma Fraternity and is a part of their Alumnae Chapter. She is originally from Northern Kentucky, but currently resides in Georgetown, KY. When she is not working, Clare enjoys going to the gym, and spending time with friends and family.
Phone: 859.392.1388Email: email@example.com
Terri Carl began her career at MCF Advisors, LLC in 2007 and currently serves as an Insurance Administrator and Personal Assistant to Robert Sathe. Terri has been a Resident Agent for the state of Kentucky for Life Insurance since 2013. Terri attended NFP School of Excellence for Underwriting and completed 2014-2015 Academy of Life Underwriting 101 with distinction. Prior to MCF, Terri worked in orthopedic nursing as a Registered Nurse for seven years.
Terri attended Northern Kentucky University where she earned her degree in nursing. Terri is an active member of St. Joseph Parish in Crescent Spring, Kentucky.
Phone: 859.392.1389Email: firstname.lastname@example.org
Jordan Caudell joined MCF in the spring of 2021 and serves as an Investment Operations Associate in Covington, KY. Jordan attended the University of Cincinnati where she earned a Bachelor of Business Administration in Finance and Operations Management (2021). While in undergrad at UC, she participated in the co-op program and spent time at Fifth Third Bank in Portfolio Accounting and at Anthem BCBS as a Cash Accounting and Reporting Intern. Jordan is an active member of Queen City Church in Cincinnati, OH and serves on the Prayer and Administration teams.
Phone: 859.392.8604Email: email@example.com
Chris Cochran joined MCF 15 years ago. Chris is a Senior Consultant specializing in insurance. Prior to joining MCF, Chris represented Massachusetts Mutual, Union Central, Connecticut Mutual and US Financial Life as agent, Vice President of Agencies performing sales, marketing, recruiting, training and product design functions. He earned a Bachelor of Arts in Political Science from the University of Kentucky and is a Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU).Chris resides in Fairfield, Ohio with his wife Debbie. Chris and Debbie have seven children and are proud grandparents of 16 grandchildren. Chris is actively involved in community organizations including founder of the Jane Martin Cochran Memorial Fund serving Kenton (N KY) County Schools, the Catholic Inter-City Services Education Committee and was Chairman of the Greater Cincinnati Gideon Bible Blitz for Cincinnati/N. KY in 2016. Professionally, Chris is Past President of The Cincinnati Chapter of Society of Financial Service Professionals and Pro Bono contributor/speaker to NKU/Salmon P. Chase School of Law’s Transactional Business Law class.
Phone: 859.967.0881Email: firstname.lastname@example.org
Shannon Dalcour began her career with MCF in 2021 and currently serves as a Client Associate for the Wealth Management division in the Lexington, Kentucky office. Prior to MCF, Shannon worked as an Administrative Assistant in the public accounting industry for nearly 22 years. Before that, Shannon was a Judicial Secretary. Shannon attends Southland Christian Church and in her spare time enjoys reading, spending the summer months boating on the lake with her family, and UK basketball and football. Shannon is an animal lover and has 2 dogs, Lucy (shih-tzu) and Ares’ (german shepherd).
Phone: 859.967.0997Email: email@example.com
Scott Downing, CFP®
is a Financial Advisor based in MCF’s Lexington office. He joined MCF in 2015. Prior to that, Scott worked for another independent financial planning firm in Lexington. Scott began his financial services career in 2006 with Vanguard at their corporate headquarters in Malvern, PA where he worked in the High Net-Worth Retirement division. Scott graduated from the University of Kentucky with a Bachelor’s Degree in Business Administration.
Scott is originally a native of Maysville, KY, but now makes his home in the Hamburg area of Lexington. His wife Allison is a native of St. Louis, MO, and she works as a teacher at The Lexington School. They have a son and a daughter who are twins.
Scott is Board President for The Lexington Dream Factory, a graduate of Leadership Lexington, Past Chair of Leadership Lexington Alumni Association, board member of the UK Fayette County Alumni Association, and an active member and volunteer at Southland Christian Church. Scott also enjoys playing golf whenever possible.
Phone: 859.967.0880Fax: 859.967.0883Email: firstname.lastname@example.org
Lacy Gardner serves as the Marketing Specialist at MCF. In her role, Lacy handles the marketing needs for the firm and functions as the executive administrative assistant to Dave Harris. Lacy started with MCF in January 2016 and is located in the Lexington office. Prior to MCF, Lacy spent four years working in Orlando, Florida at Universal Orlando Resort and Walt Disney World. While at Universal Orlando Resort, she worked in the marketing department and ran 128 events annually at Walt Disney World.
Lacy earned a Bachelor of the Arts in Political Science in 2012 from Samford University in Birmingham, Alabama. She married Brandon Gardner in August of 2020 and moved to Danville, Kentucky. Lacy is an active member of Southland Christian Church and is a proud supporter of the University of Kentucky Wildcats.
Phone: 859.392.1374Email: email@example.com
Tim is a Certified Financial Planner™ professional and Shareholder based in the Louisville, KY office. He delivers a proactive client experience, tailored to help individuals, families, and organizations identify and meet their unique goals. Tim is a member of the firm's Executive Investment Committee and oversees the firm’s day-to-day operations and compliance functions.
He holds a BBA in Finance & Accounting and an MBA from the University of Cincinnati. Tim began his professional career at Fifth Third Bank as a Staff Financial Auditor before joining the Sisters of Mercy, where he focused his time on the organization’s endowment and public debt offering. He has been with MCF since 2008.
Outside of the office, Tim and his wife, Kelly, enjoy outdoor adventures with their son Tate. They are members of Crossroads Church.
Phone: 859.392.8600Fax: 859.392.8603Email: firstname.lastname@example.org
Dawn Gilliland began her career at MCF in 2019 and serves as a Client Associate in the Covington, KY. Office. Dawn attended Northern Kentucky University where she was a cheerleader for the basketball team.
Dawn lives in Florence with her husband and two children Andrew and Emma. Her husband Mike recently retired from the military after 20 years of service and currently works for the City of Covington as a Police Officer. Dawn and her family are also parishioners at St. Timothy Church in Union, KY.
When not working at MCF Dawn likes to read, play tennis and travel with her family. She is also the owner of her own travel agency and loves to assist others with their vacation plans.
Phone: 859.967.0991Fax: 859.967.0883Email: email@example.com
Dave serves as CEO of MCF.
Phone: 859.392.8606Email: firstname.lastname@example.org
Jacob Hensley joined MCF in the Summer of 2021 and serves as a Financial Planner in the Covington office.
Jacob earned a bachelor’s degree in Accountancy with a minor in Business Administration in 2019 from Thomas More University. Prior to joining MCF, he served two years as an Experienced Tax Staff Associate at a public accounting firm. In 2020, he achieved the designation of Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants.
Outside of the office, Jacob enjoys spending time with his family, friends and his fiancée, Abby. Soccer plays a large part of Jacob’s life as he played at Thomas More and has coached his high school alma mater, Newport Central Catholic. He is an active parishioner at St. Joseph Church in Cold Spring, KY.
Phone: 859.967.0994Email: email@example.com
Jeff Jennings is a Certified Financial PlannerTM and Shareholder based in MCF’s Lexington office. Prior to joining MCF, Jeff worked for two of the big four national brokerage houses. He stress tested retirement cash flow models for private clients and recommended appropriate risk strategies. He analyzed investment classes, market trends, and specific sector and industry strength. Prior to that, Jeff accessed and quantified risk for institutional clients in a legal capacity. Jeff graduated with a Juris Doctorate from the University Of Kentucky College Of Law and an undergraduate degree in economics.
Jeff is a member of the Bluegrass Estate Planning Council, American Bar Association, Trust, Taxation & Probate Sections of the Kentucky Bar, Thoroughbred Club of America, United States Tennis Association & Cave Run Sailing Association. Jeff serves on the board of UK’s Spindletop Hall and as a ruling elder for First Presbyterian Church in Lexington. Jeff spends free time on his farm in Scott County with his wife and daughters.
Phone: 859.392.1377Email: firstname.lastname@example.org
Kris Kellinghaus serves as Director of Investments, Chief Investment Officer and is a Shareholder of MCF Advisors, LLC. Kris is the head of the Investment Management Department and leads the Executive Investment Committee in developing MCF’s capital market outlook and investment program. He oversees all aspects of portfolio management and research, including asset allocation, due diligence, security selection, risk management, and implementation. Prior to joining MCF, Kris worked for investment firms in Northern Kentucky and Cincinnati as an investment advisor and associate portfolio manager.
Kris is a Chartered Financial Analyst (CFA) Charterholder, Chartered Alternative Investment Analyst (CAIA) Charterholder, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He graduated from Northern Kentucky University with a Bachelor of Science in Finance, received his MBA in Finance from Xavier University, and earned his Master of Arts in Applied Economics from the University of Cincinnati.
Kris serves on the Board of Trustees and is the Chairman of the Investment Committee for the Kentucky Public Employees’ Deferred Compensation (KDC) plan. He also is a professor of Finance at Northern Kentucky University. Kris lives in Northern Kentucky with his wife Kristen and their children, and enjoys spending time with family and friends, running, coaching, and volunteering.
Phone: 859.967.0992Email: email@example.com
Sean Lamanna is a Certified Financial Planner™ based in MCF’s Lexington office. He joined MCF in 2017 and works primarily in the Wealth Management division, serving clients in the development and maintenance of holistic financial plans. Sean graduated from the University of Kentucky with a Bachelor of Business Administration in both Finance and Management.
When he’s not spending time helping clients protect and grow their wealth, Sean spends most of his time with his wife Sydney, climbing and finding new hiking spots at Red River Gorge, traveling as much as he can or simply reading a good book. Sean and Sydney live in the Southland area of Lexington and attend Southland Christian Church where they are actively involved by serving in high school ministry.
Phone: 859.967.0995Email: firstname.lastname@example.org
Brittany has been with MCF Advisors since August of 2012 after three years in the public accounting industry, working with individuals and small businesses in the Lexington and surrounding areas. Brittany serves as MCF’s Director of Wealth Management Services and Shareholder. Brittany works in the Wealth Management division, assisting clients and consultants in the development and maintenance of holistic financial plans. In addition to her work in the financial planning process, Brittany serves as the firm’s internal accountant, overseeing all the firm’s finances.
Prior to joining MCF, Brittany began her career as an Accounting and Compliance Specialist with Dean Dorton Allen Ford PLLC. Brittany earned her Certified Financial PlannerTM Practitioner certification in 2013 and has been licensed as a Certified Public Accountant since 2010. Brittany attended the University of Kentucky where she earned both a Bachelor of Science and a Master of Science in Accounting.
Brittany lives in Lexington with her husband, Justin, and is involved in several community organizations including the Junior League of Lexington, the Bluegrass Estate Planning Council, the Lexington Catholic High School Alumni Council, the American Institute of Certified Public Accountants, and the Kentucky Society of Certified Public Accountants. Brittany is also a parishioner at the Cathedral of Christ the King.
Phone: 859.392.8601Email: email@example.com
Nancy Martin, FPQP™ began her career with MCF in 2002 and currently serves as a Senior Client Associate in the Covington, Kentucky office. Prior to MCF, Nancy worked as an administrative assistant. Before that, Nancy was a Phlebotomist at St. Elizabeth Medical Center. Nancy attended Northern Kentucky University. In her spare time, Nancy enjoys fostering dogs & puppies for the Stray Animal Adoption Program.
Phone: 859.967.0999Email: firstname.lastname@example.org
Emily joined MCF in April 2021 and serves as a Client Associate for the Institutional division in the Lexington office. She comes from a background in the Thoroughbred Industry with a strong emphasis on client communications. Emily earned a Bachelor of Science in Equine Management in 2015 from the University of Kentucky. She is a native Lexingtonian who enjoys indoor cycling, horse racing and Kentucky basketball.
Phone: 859.392.1379Email: email@example.com
Nicholas, CFA, FRM® is an Investment Analyst and Trader that joined MCF in 2017. As part of the Investment Management Department, he is responsible for rebalancing and strategy implementation for institutional and wealth management client portfolios. He also performs portfolio and investment research, including asset allocation, due diligence, security selection, and risk management. He comprises part of the Executive Investment Committee which is responsible for MCF’s investment outlook and investment program.
Nicholas is a CFA Charterholder and FRM (Financial Risk Manager). He graduated from the University of Cincinnati with an MBA and a Master of Science in Finance. In his free time, he enjoys baking, reading, ancient Greek history, and collecting rare coins. Prior to joining MCF, Nicholas worked for two years at a broker-dealer.
Phone: 859.967.0990Email: firstname.lastname@example.org
Hunter serves as a Consultant with MCF. Within his role at MCF, Hunter leads clients in both the Wealth Management and Institutional Divisions. He studied Business Administration and Communications at Georgetown College and was a 4 year football starter during his time there. After graduating in 1999, he worked for locally owned bank, where he held many roles from the insurance sales to commercial lending. His service with the bank ended after 10 years as a Vice President of Lending and Relationships where he managed over $70 million in relationships for the bank. In 2009, he joined wealthMD Corp as a full time Investment Advisor Representative and eventually VP of Investments, from late 2009 through July of 2015, when he left to join the team at MCF. He is active in leading clients by developing strategies, comprehensive financial planning and client education.
Hunter lives in Lexington with his wife of 17 years, Amanda who is a Registered Dietician who owns her own business consulting people from all over the country on nutrition and exercise. They have two children Tyler and Molly Hunter. He serves several nonprofit organizations such as Aiden’s Angels (Board Member), Lakeview Estates Lake Association (Board Member), The Cystic Fibrosis Foundation amongst others. His family attends Crossroads Christian Church. He also enjoys outdoor activities, golf, hunting and fishing as well coaching youth sports.
“Servant Leadership is the deeply embedded with everyone who works here at MCF. My favorite part of this job is when we have worked on a financial plan for a client and I can show them clearly that they have met their goals in saving for retirement and no matter what storm comes ahead they will be ok. The look of the weight lifted on a client’s face when that realization come to fruition is an amazing feeling to take in.”
Phone: 859.967.0993Email: email@example.com
As Director of Institutional Services and Shareholder Alyssa delivers consultative guidance and support to over 50 institutional plan sponsor clients. In her role, Alyssa provides support in areas of fiduciary compliance (DOL and ERISA), plan design and benchmarking, vendor management, regulatory updates and leads participant engagement initiatives.
Alyssa holds certifications as a Chartered Retirement Plans Specialist, CRPS® and a Certified Plan Fiduciary Advisor, CPFA®. She joined MCF in 2013 and is located in the Lexington, Kentucky office. Alyssa earned her degree in Integrated Strategic Communications from the University of Kentucky in 2010.
Alyssa is involved in several community organizations including the Cardinal Hill Easter Seals Junior Board and the University of Kentucky Alumni Association. She is also an active member at the First United Methodist Church in Lexington, Kentucky.
Phone: 859.967.0878Email: firstname.lastname@example.org
Matt Rose joined MCF in the Fall of 2021 and serves as an Associate Advisor in the Lexington office. Matt works primarily in the wealth management division where he helps develop and maintain financial plans for clients. He graduated with a Bachelor of Business Administration in Finance from Lipscomb University where he played Division 1 basketball.
Matt resides in Lexington with his wife Caroline, and they worship together at Commonwealth City Church. Matt loves to spend his time reading, playing the piano, and communing with friends and family.
Phone: 859.392.1376Email: email@example.com
Andy Sathe, MBA, CLU, CFP®, has been with MCF Advisors for over 10 years, serving as a Consultant within our Wealth Management division. He earned his undergraduate degree in Finance with a 2nd major in Philosophy from the University of Notre Dame, and later, an MBA from the Kelley School of Business at Indiana University.
Mr. Sathe’s career has included stops in commercial real estate as well as investment banking. He is also highly involved in the local community, serving on multiple boards including Connetic Ventures and the Alpaugh Family Economics Center at UC.
Andy resides in Hyde Park with his wife, Alison, and 4 daughters.
Phone: 859.392.8602Email: firstname.lastname@example.org
Robert B. Sathe, CLU, ChFc® is Chairman of MCF . Prior to founding MCF, Bob was the Regional Chief Executive Officer for CIGNA Financial Advisors. He was with CIGNA for 30 years before retiring in the year 2000.
Bob has served on many boards in Cincinnati and Northern Kentucky including Playhouse in the Park, Carnegie Arts Center, Thomas Moore College, Thomas Moore College Foundation, Cincinnati Ballet, Fine Arts Institute, Fine Arts Annual Fund, Metropolitan Club, Coldstream Country Club, Cancer Family Care, Boy Scouts, Red Cross, Bethesda Hospitals, MMC, INC., CPX Family of Companies, Executive Committee for the Institute for Religious Liberty and was a Founder of The Bank of Kentucky.In 1992, he received his Honorary Doctorate from Thomas More College for his work while on the board. He has also been recognized with the Dorothy Wood Community Service Award by Redwood School, Barbara Roe Lang Special Service Award by Cancer Family Care, the Bishop Hughes Award for his contribution to Catholic higher education in Kentucky and the Presidents' Award by his alma mater Luther College. Bob has chaired many fund raising efforts in Northern Kentucky and Cincinnati.
Bob and his wife, Dell Ann, have four children, Andy, Jennifer, Elizabeth and Matthew. They also have eight grandchildren.
Phone: 859.967.0874Email: email@example.com
Natalie attended the University of Kentucky where she earned both a Bachelor of Science and a Master of Science in Accounting. Upon graduating, she worked at Deloitte Tax in Cincinnati, Ohio for two years as a Tax Associate. She moved back to her hometown in Lexington and continued to practice in public accounting by joining Dean Dorton’s tax group. During her nine years at Dean Dorton, Natalie provided tax compliance and accounting services for clients in various industries with a specialization in estates and trusts.
Natalie sits on the Board of the Central Kentucky Planned Giving Council and the Bluegrass Estate Planning Council. She is a Mentor through University of Kentucky’s Women Business Leaders Program, a member of the American Institute of Certified Public Accountants, a member of the Accounting Career Opportunities Committee through the Kentucky Society of Certified Public Accountants and a volunteer for the Shepherd’s House. Natalie, along with her husband, Nick, and two sons, are active parishioners at the Cathedral of Christ the King in Lexington.
Phone: 859.392.1373Email: firstname.lastname@example.org
Stephen A. Wright, CFP®, CRPC® is an Advisor at MCF Advisors in the Cincinnati / Northern Kentucky office. Steve joined the firm in 2017 and has over 20 years of experience in serving clients.
Prior to MCF Steve was Assistant Vice President at Merrill Lynch and Morgan Stanley in the wealth management division. In 2005 Steve achieved the designation of CERTIFIED FINANCIAL PLANNER™ and in 2008, through the College for Financial Planning, earned the Chartered Retirement Planning CounselorSM certification.
Steve graduated from Thomas More College with a Bachelor of Arts degree in Business with an emphasis in Finance. While at Thomas More College he studied globalization in Australia. After graduating, Steve served as the secretary, then president of the Alumni Board of Directors for Thomas More College. Currently, Steve sits on the Board of Directors for two local non-profits.
Steve lives in Northern Kentucky with his wife, Amy, and their three children.