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Team

 

Combining experience with knowledge, we work as a team for our clients.

 

As a team, we have 85 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®

270-393-7030

MNewton@NewtonFG.com

Mike is a Certified Private Wealth Advisor®, registered representative, and investment advisor representative. He has over 30 years of experience. Mike is also a life, health, and long-term care insurance agent.

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Kevin Taylor

Certified Financial PlannerĀ®

270-393-7030

ktaylor@newtonfg.com

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...

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Karen Reynolds

VP of Client Services

270-393-7030

kreynolds@newtonfg.com

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....

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Lauren Reesor

Operations/Sales Assistant

270-393-7030

lreesor@newtonfg.com

Lauren started working at Newton Financial Group beginning in January 2022 as the Operations & Sales Assistant. She interacts with clients daily to facilitate a wide variety of inquiries and is a valuable asset to the team. 

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Alma Gentry

Administrative & Client Services

270-393-7030

agentry@newtonfg.com

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...

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