Joseph Duffey, CLU®, RICP®, National Social Security Advisor
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 25 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.
Richard Kohls
Market Researcher
859-292-3343
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...