Sheree L. Bollinger
Vice President – Investments
Mrs. Bollinger helped create the discount brokerage unit at Liberty National Bank. She worked in the bond department in the bank’s Money Management Group and became Vice President of the Private Client Group. She joined Prudential Securities a predecessor firm of Wachovia in 1997 until she joined First Kentucky Securities in 2005. Mrs. Bollinger attended Western Kentucky University and is part of the team The McCrea – Bollinger Group.
Dial Direct: 502-893-7132 or Email
Karen T. Fenwick
Private Wealth Advisor
Mrs. Fenwick has served investors as a financial advisor, compliance officer and customer operations specialist for nearly thirty years. She holds licenses with the National Association of Securities Dealers and is an approved investment advisor representative in the state of Kentucky. Mrs. Fenwick is an expert at developing and managing administrative systems and customer service protocols that provide clients high quality, efficient, professional service. She moved to First Kentucky along with her husband in October 2005 and is a part of the team Fenwick Investment Partners.
Dial Direct: 502-893-7382 or Email
William C. Fenwick, Jr.
Senior Vice President – Accredited Asset Management Specialist
Mr. Fenwick is an Accredited Asset Management Specialist (AAMS) with extensive leadership and financial management experience. A University of Kentucky graduate and retired Marine Corps Major, Jr. Fenwick is a former chairman of the Budget and Finance Committee of the Jefferson County Republican Party as well as its former Treasurer and lifetime member of the Marine Corps Reserve Officers Association. He has served as branch manager of local investment firms and now devotes his time to the individual needs of his clients. Mr. Fenwick joined First Kentucky Securities in October 2005 and is a part of the team Fenwick Investment Partners.
Dial Direct: 502-893-7299 or Email
Kelly Flechler
Director of Corporate Recruiting
Kelly Flechler began her career at First Kentucky Securities in December of 2007 as an intern. After graduating from the University of Louisville with a degree in Finance, she joined the firm as a full-time employee in December of 2009. She currently has dual roles at First Kentucky Securities, serving both as an internal Accounting Assistant, as well as the Director of Corporate Recruiting.
Dial Direct: 502-708-3314 or Email
Michael A. Horlander
Vice President – Investments
Mike brings over 38 years of business experience to his role of Vice President of Investments to First Kentucky Securities. With 15 years as a financial advisor, Mike offers a vast array of investment opportunities including college planning, fixed income solutions, retirement and estate planning, mutual funds and other timely investment ideas. A native of Louisville, Mike attended the University of Kentucky, where he earned his Bachelor of Arts in Communications. He continues his affiliation with the University through his involvement with the UK Alumni Association. Mike also serves as Class Agent for the 1968 graduating class of St. Xavier High School. Mike is married to his wife of 40 years, Betty. He has two children and three grandchildren.
Dial Direct: 502-708-3303 or Email
Elizabeth S. Hughes
Vice President – Investments
Mrs. Hughes joined First Kentucky Securities, Louisville office in February of 2010. Prior to joining the firm she was a Financial Advisor with PNC Securities, formerly NatCity Investments. She has over 20 years of experience beginning her career at NatCity after completing her education at Columbus University. She is part of The Hughes Jordan Financial Group. Throughout her career she has focused on assisting clients in meeting their financial goals and has always taken pride in her team providing clients with the service and investment experience that they deserve. Mrs. Hughes is a part of the Hughes Jordan Financial Group at First Kentucky
Dial Direct: 502-708-3307 or Email
Kimberly Lynn Jordan
Vice President – Investments
Mrs. Jordan joined First Kentucky Securities in February of 2010. Prior to joining the firm she was a Financial Advisor with PNC Securities formerly NatCity Investments. She has over 13 years experience in the financial industry beginning her career at NatCity in 1997 after finishing her education at Murray State University with a Bachelors Degree in Finance. She is proud to be a part of The Hughes Jordan Financial Group at First Kentucky.
Dial Direct: 502-708-3306 or Email
James Kane
Private Wealth Advisor – Investments
Mr. Kane has been a financial advisor for over 30 years. He served his country in the army as a sergeant from 1943-1946. Afterwards he began working at the family company of Kane Manufacturing until it was sold in 1970. He continued on as a consultant until 1976. Not really wanting to retire he began to investigate other career opportunities. He chose Prudential-Bache Securities as a second career in 1978. He counsels clients on retirement planning and personal investment strategies. He applies his many years of experience in the markets to current situations. Mr. Kane is a graduate of MIT and part of the team The McCrea – Bollinger Group.
Dial Direct: 502-893-7189 or Email
Bruce E. McCrea
First Vice President – Investments
Portfolio Manager
Mr. McCrea is an Investment Advisor and Portfolio Manager with over 25 years of successful experience building equity for clients. He graduated with a degree in economics and an MBA from the University of Louisville and spent five years as a faculty member teaching economics. He has been with several different brokerage firms, beginning his career at Merrill Lynch in 1979. Mr. McCrea and his team left Wachovia in 2005 to join First Kentucky Securities and is part of the team The McCrea – Bollinger Group.
Dial Direct: 502-893-2752 or Email
Bryan S. McCrea
Private Wealth Advisor – Investments
Bryan joined First Kentucky Securities in June 2010 and is a partner in The McCrea – Bollinger Group. His focus among other things is on retirement planning including 401k, SIMPLEs and Roth IRAs. Bryan worked in the banking industry with First Capital Bank of Kentucky. Bryan is a graduate of the University of Dayton with a degree in Marketing.The McCrea – Bollinger Group.
Dial Direct: 502-708-3300 or Email
Chris R. McCrea
Private Wealth Advisor – Investments
Chris joined First Kentucky Securities in June 2010 and is a partner in The McCrea – Bollinger Group. His concentration is in corporate executive services including stock options and deferred compensation. Prior to joining First Kentucky Securities, Chris worked in the mortgage industry with First Residential Mortgage Network, Inc. Chris is a graduate of Bellarmine University with a degree in Business Administration.The McCrea – Bollinger Group.
Dial Direct: 502-708-3313 or Email
Jack Moss, Jr.
Private Wealth Advisor
Mr. Moss began his brokerage career at Dean Witter Securities in 1995. His field of expertise is in Managed Money Products. He is a graduate of Bellarmine University. He came onboard with First Kentucky Securities in the fall of 2005.
Dial Direct: 502-893-7105 or Email
Richard O’Connor
Vice President – Investments
Richard O’Connor is a graduate of St. Xavier High School and the University of Louisville. He received a Bachelor’s degree with a focus on Finance and Economics. Richard began his financial career in 1988 at J.C. Bradford as a Financial Advisor. He joined First Kentucky Securities in December 2009. Richard utilizes multiple strategies and various investments to help his clients meet their individual financial needs. He focuses on 13 wealth management issues to help his clients define their goals, as well as outline a path to meet their desired financial needs.
Dial Direct: 502-708-3305 or Email
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