Mrs. Alvey is a Commission Specialist for PCS. Prior to joining PCS, Kayla worked for Asset Campus Housing for 3 years. She served as a property manager of various properties in various states. Mrs. Alvey attended Western Kentucky University.
Mr. Bennett serves as a Managing Principal for PCS. With nearly 30 years in financial services, he began his career with Dean Witter in Louisville, Ky. and has held executive positions with Morgan Stanley, UBS, and Wells Fargo Advisors. Among his current and previous civic activities, Tony is co-founder of the Ethan Bennett Memorial Scholarship: a fund directed by the Community Foundation of Southern Indiana, serves as a Finance Committee member for his local church, is a member of Leadership Southern Indiana and donates time to Habitat for Humanity. He attended Indiana University Southeast and currently holds FINRA licenses 7, 9, 10, 63, and 65 as well as Life and Health Insurance licenses.
Mrs. French serves as the Onboarding Coordinator for PCS. Beth joined PCS from The Comprehensive Benefits Group, a Louisville-based insurance enrollment company where she worked as a Benefits Counselor. She has worked in a variety of industries, including insurance, marketing, administrative support and the baking and pastry business. Beth received her Bachelors of Business Administration from Sullivan University as well as her Associates in Baking and Pastry Arts. She currently holds life and health licenses.
Finance Department Manager
Mrs. Hill has spent over thirty years working in the financial services industry in areas including Customer Service, Small Business Banking and Mortgage Warehousing. Prior to joining PCS, Kim worked with PNC Bank. She attended Penn Foster College.
Mrs. Heckel has worked in the financial services industry for over thirty years with a background in areas of banking, Trust and Brokerage. Prior to joining PCS, Mary worked with Stegner Investment Associates. She serves as the Receptionist for PCS. Mary attended Bellarmine University.
Chief Development Officer
Mr. Higdon is responsible for corporate business development, brand strategy and marketing. He has served in several executive leadership capacities including CEO & President of Greater Louisville Inc, The Metro Chamber of Commerce, led global communications at Papa John’s Int’l, and was a Partner of Faulkner Real Estate, a commercial and medical office developer. Steve is a Director for Citizens Union Bank; a community bank based in Shelbyville, KY, and has also served on the Greater Louisville Sport’s Commission’s board of directors since 1998 including four years as Chairman. Steve graduated with honors from the University of Kentucky, where he received his Bachelor of Business Administration.
Ms. Ledbetter has spent over fifteen years in the financial services industry, with more than thirteen years in operations. Prior to joining PCS, she was a Branch Registered Sales Assistant for Hilliard Lyons. Gretchen currently holds her Series 7 and 63. She is currently serving as an Operations Specialist for PCS.
Compliance Surveillance Officer
Mr. Luse serves as the Compliance Surveillance Officer for PCS. Jeremy has over 16 years in the financial services industry in roles ranging from broker, Assistant Branch Manager, ETF Analyst and Compliance. Jeremy graduated from Sullivan University with a Bachelor of Science in Business Administration and Indiana University Southeast with a Master of Science in Strategic Finance. Jeremy currently hold the Series 7, 24, 51, 63 and 65 registrations.
Mr. Martin is a CPA and has worked in various financial and administrative positions for 35 years. For the past 12 years, Ed was the Chief Financial Officer for 3 local, 501 (c)(3) organizations (the most recent being – Goodwill of Southern Indiana). He has achieved the designation of Fellow – in Managerial Accounting from LOMA.
Mr. Molsberger is a PCS Managing Principal. Jeremy has over 22 years’ experience in the financial services industry. He has served in roles such as Financial Advisor, Branch Manager, Director of Branch Development, Institutional Business Development Manager and Home Office Principal. Jeremy graduated from the University of Kentucky with his Bachelor of Business Administration and Murray State University with his M.B.A. He currently holds his Series 4,7,8,(9,10),24,63,65 and 99 registrations.
Mrs. Nelson serves as an Onboarding Coordinator for PCS. Kim has spent nearly 30 years in the financial services industry in areas including agent licensing and appointing, commissions, structured settlement, institutional GICs and operations. Prior to joining PCS she served as an Operations Business Analyst for Hilliard Lyons. Kim currently holds her Series 99.
Director of Client Relations
Mr. O’Bryan serves as Director of Customer Service for PCS, coordinating the onboarding process for newly affiliated hybrid advisors. He has over 20 years of experience in the retail brokerage business, which includes nearly 16 years at Scottrade Financial Services Inc. and has served as principal in several branch office locations. Kevin graduated from the University of Louisville with a Bachelor of Science in Mathematics. He holds FINRA Series 4, 7, 24, 52 and 63 licenses.
Mrs. Rahiya is a Transition Specialist for PCS. She has almost 30 years of experience in the financial industry, with a background in operations. Prior to joining PCS, Mrs. Rahiya was the Site-Coordinator for a local branch office of MetLife.
Ms. Roberts provides service and support to PCS’ registered representatives and investment advisory representatives. She has over fifteen years of operational experience in the financial services industry. Prior to joining PCS, she worked with Money Concepts. Patti currently serves as an Operations Specialist.
Director of Finance and Advisory Services
Mr. Robertson has nearly 20 years industry experience. He joined PCS from Scottrade Financial services where he served as a Principal and managed an office locally. Robert graduated from the University of Louisville where he obtained a Bachelor of Science in Finance. In addition, he has earned the right to use the Chartered Financial Analyst designation and serves on the board of CFA Society of Louisville. Robert currently holds Series 7, 63, 66 and 24 licenses.
Chief Executive Officer
Mr. Sampson began his financial services career in 1978. He purchased Kentucky Financial Group in 1990. In 2002, he founded Private Client Services, LLC. He received the Chartered Financial Consultant designation from the American College in Bryn Mawr, PA. Additionally, he has received the CLU designation, is a CERTIFIED FINANCIAL PLANNER™ and has been recognized by the National Association of Estate Planners as an Accredited Estate Planner. Ernest has authored several articles for industry publications and been featured in a number of newspapers and magazines. He has served on the boards of several civic and professional organizations and his peers have elected him to serve as president for several industry organizations. He received his Bachelor’s degree in Business from Eastern Kentucky University.
Leah Shores Hunt
Business Development Officer
Mrs. Shores Hunt serves as a Business Development Officer for PCS. Leah has more than 20 years of experience leading operations and recruiting functions for financial securities firms. Her expertise includes: relationship management; leading recruitment, on-boarding and training; evaluation and implementing advanced technology applications and systems (including CRM and account management software) and designing processes to enable efficient firm operations and account management. Leah graduated from the University of North Texas with a BBA in Marketing.
Chief Compliance Officer
Mr. Taylor-Jones is responsible for PCS’ Corporate Compliance program. John has spent over twenty-four years in the financial services industry in roles ranging from an individual producer, Compliance, Operations and Examiner. Prior to joining Private Client Services, he owned a successful Compliance Consulting company servicing compliance needs for large insurance affiliated Broker/Dealers, independent and captured sales force firms, as well as product distributors. John has held various positions including positions as Chief Compliance Officer and Chief Operations Officer. He graduated from the University of Cincinnati, with a Bachelor’s degree in Finance and Management and currently holds his Series 7, 24, 4, 52, 53, and 99 registrations.
Mrs. Taylor-Jones has over fifteen years of management experience, as well as experience in accounts payable and receivable, inside sales and process improvement experience. She currently serves as an Operations Specialist at PCS. Sandy attended Brigham Young University, with a concentration on Business Law and Advertising.
Chief Operations Officer
Ms. Wescott joined PCS from Hilliard Lyons, a regional Broker/Dealer where she served as Vice President of Compliance. Mary has spent more than twenty years in the financial services industry in areas including insurance marketing, structured settlements, compliance, and operations. Mary received her Bachelors of Business Administration degree at the University of Kentucky, with a concentration in Economics and Philosophy. She currently holds Series 6, 7, 24 and 63 registrations with FINRA as well as life and health insurance licenses.