Certified Financial Fiduciary®
I was raised in South Central Kentucky, where life has allowed me to serve this Commonwealth, my community, and my clients in several capacities over the years. Both my parents believed strongly in service to their community and their fellow man. That’s what led them both into the medical field as a doctor and nurse. That same commitment to service is why they chose to practice medicine in rural Kentucky where there was a desperate need for access to quality healthcare.
While the medical field didn’t become my chosen vocation, it's with that same small town Kentucky value and commitment to service that has been a cornerstone of both my business and public life over the years.
After graduating from the University of Kentucky in 1989 with degrees in both economics and political science, I went to work with a Wall Street based investment firm, First Investors Corporation, where I became a District Manager. However, out of a desire to concentrate my time on working directly with my clients, I, along with my partners at the time, started the independent financial services company, American Financial Consultants, Inc., the company I own today.
Over the years, I have been given the honor to serve the Commonwealth of Kentucky in several capacities–as chief assistant in the office of Governor and Lt. Governor of Kentucky, Chairperson of the Elizabethtown Community and Technical College, executive board member of the Kentucky League of Cities, Kentucky Council on Postsecondary Education Rural Access Task Force and Kentucky Local Distribution Fund Oversight Committee. However, none of these have been as near and dear to my heart as my 16 years as Mayor of my hometown.
For the past 30 years, it’s been with this same commitment to service that I strive to help my client’s financial goals and dreams become a reality. I believe it is important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
Along with my securities and insurance licensing, I am also a Certified Financial Fiduciary® and have received my certification in the Bucket Plan® Best Interest Planning Process. Over the years, I have been a contributor to several publications such as the Lane Report the Advisor Confidence Index published by AdvisorBenchmarking.com and Rydex Investments.
My greatest pride, however, is my daughter, Eva M. Cheatham, JD, a graduate of the University of Kentucky College of Law and currently a clerk for the United States Court of Federal Claims in Washington, DC.
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.