Equipped with what we’ve learned about your vision for the future during the discovery process, we utilize a proven process and apply our financial planning expertise to analyze your situation and develop a comprehensive wealth plan that is uniquely tailored to you and your needs.
Life can be unpredictable, which is why we work to understand your situation in detail, anticipate different scenarios and remove the guesswork out of your financial future by stress-testing your financial plan. Using the latest tools and technology, we work with you to create advanced “what-if” scenarios based on your goals. And once your goals are set and your plan is implemented, we monitor your plan on an ongoing basis and keep you informed of your progress along the way. Because when you have a clear understanding of your complete financial picture and a detailed roadmap to help you get there, you can move forward with confidence.
Planning Through The Unpredictable
As your life evolves, you need a financial plan flexible enough to change with you. Whether you’re caring for a child with special needs, charting your course to retirement, or trying to establish a lasting charitable legacy, you can count on Hilliard Lyons to provide you with a financial plan tailored to your unique situation. We help our clients with:
Heather is a graduate of Western Kentucky University and holds a bachelor’s degree in Finance with a special emphasis in financial planning. Heather has served Hilliard Lyons Wealth Advisors and their clients for more than a decade. In this role, she has been instrumental in designing & implementing a wealth management process that is suitable for our clients. Prior to joining Hilliard Lyons, Heather worked as a Financial Planner providing individual clients with comprehensive planning and advice.
A resident of Williamson County, TN since 2004, Heather is married with two children. She loves spending time with her family boating & skiing on Lake Cumberland.
Heather is registered in the following states: KY, TN
Kara began her career in the financial planning field in 2009 and has held her CERTIFIED FINANCIAL PLANNER ™ designation since 2011. She is a graduate of Ball State University and resides with her husband and three children in Southern Indiana. Kara enjoys spending time with her very active family and taking in a baseball game when time permits.
Kara is registered in the following states: IN, KY
Jenny earned her bachelor’s and master’s degrees in accountancy from the University of Kentucky. She is also a graduate of the American Bankers Association National Trust School. She has served on the board of the Bluegrass Chapter of the American Red Cross and is a member of the Bluegrass Estate Planning Council and the Kentucky Society of CPAs.
Outside of work, Jenny enjoys reading, traveling, and spending time with friends and family.
Jenny is registered in the following states: KY.