Faces + Places
Diane Verhalen
Alliance Financial Planning, LLC 859.977.6006 | alliancefp.net
Diane Verhalen, owner of Alliance Financial Planning, LLC and CERTIFIED FINANCIAL PLANNER™ Practitioner, started in the financial business in 2003 and each day since, she’s been helping clients achieve their financial goals. “I began my career with a large corporate insurance company and quickly learned that the independent road was best for me,” she says. “Since 2006, I have let my clients’ needs and goals dictate the advice given by being able to customize their personal plan with nonproprietary products. Every day is different, and seeing the end result when you have assisted a client in achieving a certain goal financially is the best part of my job.” Alliance Financial Planning is an independent firm in Lexington specializing in personalized financial planning. For Diane, being a woman in the financial industry is her differentiating factor but for her firm, she says the written planning leading to the personalized solution is what best sets Alliance apart from other financial firms. “Working with a financial planner is similar to going to a doctor for the flu or seeking out legal advice after an accident—the results are statistically better when you rely on the professionals,” she says.
Quin Broadbent Kentucky Bank
859.469.7386 | kybank.com After graduating from Centre College, Quin Broadbent started working for a registered investment advisor. He then continued his education at the University of Kentucky to receive his MBA. “I joined a community bank where I became an investment analyst and within nine months, I was managing over 300 accounts and $100 million dollars,” he reflects. Quin is excited about the opportunity to work for Kentucky Bank because in his new role he will have the ability to manage fewer accounts and to focus specifically on the clients and relationships that are important to him. Kentucky Bank is committed to being a top investment firm in central Kentucky. Kentucky Bank President Louis Prichard and SVP, Director of Wealth Management Jim Elliott have the knowledge and experience that allows Quin to serve his customers well. “As Vice President and Portfolio Manager, I focus on managing client portfolios in a way that directly corresponds to our clients’ goals and needs,” says Quin. “At Kentucky Bank, we work hard to make sure that our goals are aligned with our clients, so that we are always focused on doing what’s best for them. I have dedicated my career to this profession because I know that I can successfully help my clients meet their goals.” Quin is currently the President-Elect of the Ronald McDonald House of the Bluegrass board and he enjoys spending time with his wife, Mary, and his son, George.
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