Broker Check


A Kentucky-Based Family Run Firm

Everest Financial Inc. is an independent, family run firm. Meet the team:


Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 23 years.

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As the Office Manager, Beth manages the day-to-day operations of the firm and provides exceptional care and services to clients. Beth has been helping her husband Joe at the firm for several years.

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Lisa Hockett is an Assistant at Everest Financial Inc. and has been in the financial service industry for 10 years. Lisa is passionate about developing relationships with the clients we serve. “I am honored to work in a firm...

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