Team
As a team, we have years of experience and continue our education to better understand the challenges of today’s environment. Whether your concern is outliving your money, earning a decent income off your savings, avoiding risk, understanding how investments are taxed, or other financial matters, we are likely helping others with similar
concerns.
Michael W. Newton, CPWA®
Certified Private Wealth AdvisorĀ®
Mike is a Certified Private Wealth Advisor®, registered representative, and investment advisor representative. He has over 27 years of experience. Mike is also a life, health, and long-term care insurance agent.
Alma Gentry
Registered Representative
Alma began working part-time with Mike when he opened the Bowling Green office in October 2000. Soon after, she welcomed the privilege to begin a new full time career. She became a licensed insurance agent and registered representative...
Kevin Taylor
Investment Advisor
Kevin began working with Newton Financial Group in December 2009. His is a registered representative and insurance agent, obtaining Series 7, 66, and Life/Health and Long Term Care Insurance licenses. He currently focuses on investment...
Karen Reynolds
Investment Advisor
Karen Reynolds joined our team in June of 2016 after working at the home office of Investment Planners for 15 years. She graduated with a degree in Finance from Millikin University in 2001 and has her Series 4, 7, 24, and 66 licenses....
Mallie Wells
Operations/Sales Assistant
270-495-4265
Mallie began working at Newton Financial Group in January of 2020. She is currently working towards gaining the Series 7 & 66 securities registrations to better serve clients. Born and raised in Glasgow, Kentucky, Mallie went on to...