Joseph Duffey, CLU®, RICP®, NSSA
Financial Advisor
859-292-3343
Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 30 years.
Beth Duffey
Office Manager
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.
Vincent Cappiello
Director of Communications
859-292-3343
Vin is the Director of Communications and brings 30-plus years of print, digital, broadcast, and public speaking experience to our team. He is also a licensed Life Insurance Agent. Vin holds both bachelor’s and master’s degrees in...