Broker Check

Meet The Team    

A Kentucky-Based Family Run Firm
Everest Financial Inc. is an independent, family run firm.

Beth Duffey

Office Manager

859-291-9290

[email protected]

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.

Read more

Joseph Duffey, CLU®, RICP®, National Social Security Advisor

Financial Advisor

859-291-9290

859-292-3343

[email protected]

Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 25 years.

Read more