Broker Check

Team

A Kentucky-Based Family Run Firm

Joseph Duffey, CLU®, RICP®, NSSA

Financial Advisor

859-291-9290

859-292-3343

jdduffey@everestfinancial.net

Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 30 years.

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Beth Duffey

Office Manager

859-291-9290

bduffey@everestfinancial.net

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

859-291-9290

859-292-3343

rkohls@everestfinancial.net

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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Abbie Alig

Registered Sales Assistant

859-291-9290

859-292-3343

abbie@everestfinancial.net

As a Registered Sales Assistant, Abbie brings her experience in the financial industry, specifically in the 401k arena to Everest Financial. She will assisting in sales and marketing as well as serviicing and maintaining clients...

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Angie Kohorst

Marketing Coordinator

859-291-9290

859-292-3343

angiek@everestfinancial.net

Angie brings to Everest Financial her 20 years of marketing experience, she will be assisting in planning events, workshops and maintaining client relations. Angie is a true tri-state native, as she has grown up and lived in...

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