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Bowling Green, KY

Team Members

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director & Wealth Advisor - Bowling Green

866.806.3562

270.467.5028

Kelly Keltner

Client Services Manager

866.806.3562

270.467.5028

Vickie Elrod

Administrative Assistant

866.806.3562

270.467.5028



922 State Street, Suite 100  |  P.O. Box 104  |  Bowling Green, KY  42102

Phone: 866.806.3562  |  Fax: 270.467.5028