Allan Watts

Born and raised in central Kentucky, I’ve built my life with my beautiful wife (Rachel) and our 4 children. After purchasing my first stock in 1984, I knew I wanted to be in the financial world, and to this day it still holds significance with me. Fun fact: I still own the stock!

When I started 20 years ago, I was naturally drawn to the corporate 401(k) space. I speak that language, and the structure makes sense to me. I have worked on some of the largest retirement plans and endowments in the state over that time and I continue to build on those relationships today.

As a financial advisor, I find purpose in serving the hardworking individuals who are the backbone of any good business. These are “my kind of people”. While the 401(k) is what brings us together, I have always sought to be more than just a “401(k) guy” for my clients.

Outside the office, I am an avid UK sports fan, off-Broadway play connoisseur, youth coach, and beach bum.

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Financial Advisor

Hunter Boyd

I grew up in a 5th generation business. It was all I knew growing up, and had planned on eventually becoming the 6th generation.

Spoiler: my parents sold that business halfway through college.

My parents had never done any financial planning or exit planning, so when my mom was diagnosed with Alzheimer’s my dad was forced to step away to become my mom’s primary caretaker. The absence of succession planning left me, at 20, unprepared to take over operations, and ill-equipped to buy them out.

The business was sold at a discount to competitors. They got lucky and made it out ok, but with some planning the outcome could have been significantly better.

I learned a lot going through that experience, mainly that you don’t always get to choose your exit, so it pays to put together a plan for your business and personal finances that can withstand life’s unexpected curveballs.

This experience is what now motivates me “to be the advisor my parents wish had come along 15 years ago”

When I’m not working with business owners, you’ll find me knee-deep in a creek with a fly rod in hand (likely with one of my two kids strapped onto my back), cooking up new recipes with my wife, or tinkering on the farm.

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Financial Advisor

Sophie Adams

Client Experience & Marketing Director

Born and raised in Central Kentucky, I am a proud graduate of Woodford County High School. I earned my Bachelor's degree in Business Administration with a minor in Spanish from Murray State University in May 2021, followed by completing my MBA at Midway University in July 2023.

With a background in marketing and personnel management, I bring a strong skill set and a passion for helping businesses thrive.

Outside of work, I enjoy exploring downtown Lexington on walks, crocheting, and spending quality time with my family. As the youngest of four daughters, I’ve learned to embrace the joyful chaos that comes with it! Known for my friendliness, helpfulness, and quick problem-solving abilities, I am always ready to connect and assist.

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Allan Watts

Hunter Boyd

Sophie Adams

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