Gordon Wilkerson strives to support individuals and families by listening to his clients’ needs and developing investment plans that reflect their goals and risk tolerance. He believes that such planning is not a single event—it is a process to help ensure they meet their specific needs and goals.
Gordon is a CERTIFIED FINANCIAL PLANNERTM professional, and holds the Series 7 and 66 registrations. He earned his Bachelor of Business Administration degree from Brescia University and his Master of Arts in Communication at Western Kentucky University. Gordon worked in advertising sales for the Messenger-Inquirer before joining Owensboro Health where he continued his career as a marketing and public relations specialist.
Joan helps ensure our team’s clients receive a high level of service in their interactions withour team. She prides herself on maintaining a client service mindset. Her responsibilities include client onboarding, servicing existing accounts, and responding to requests efficiently.
Joan studied business and communications while attending Henderson Community College. She enjoys reading historical fiction, theology and mysteries, decorating and especially, spending time with family and friends.
Greg Longtine focuses on the development of investment and retirement plans, advising individuals and families in the management, preservation and transition of their wealth.
Greg earned his Bachelor of Business Administration degree in Accounting from the School of Business at the University of Wisconsin – Madison. His past experience as a CPA helps him understand the problems and challenges facing individuals and businesses as they plan their financial future. Greg is a CERTIFIED FINANCIAL PLANNERTM professional, and holds the Series 7 and 63 registrations.
Greg serves on the boards of the Green River Area Community Foundation and Care Net Pregnancy Center of Owensboro. He is a member of the McLean County Chamber of Commerce, Owensboro Rotary Club, American Institute of Certified Public Accountants and Owensboro Estate Planning Council.