Broker Check

Meet The Team    

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

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

Financial Advisor



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

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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.

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Richard Kohls

Market Researcher



RIchard worked as the CFO, Chief Financial Officer, at Fenton Rigging & Contracting Inc. for 37 years. He joined Everest Financial Inc as a market researcher whose main focus is on 401k fund companies and assisting with marketing to...

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